Practice Growth
Key takeaway: Estate planners and planned giving officers are feeling very optimistic about their practices these days. Why? Because they’re so darn busy!
Seven out of 10 (71%) surveyed estate planners and planned giving officers expected their entities to grow in 2021. In fact, two in five estate planners and giving officers (40%) expect to grow
by double-digits in 2021 (that is, by 10% or more). To put that into perspective, less than three in 10 estate planners (29%) expected double-digit growth at this time a year ago.
Wakeup Call
Potential tax upheaval and likely lowering of the estate tax exemption is driving more clients to planners’ doors. Also, COVID-19 woke up a lot of people to the fragility of life. When we see 40-year-old friends and 30-year-old coworkers dying in the hospital, there’s a heightened sense of one’s own mortality. Everyone knows someone who died unexpectedly or was in crisis mode during the darkest days of the pandemic. It’s
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–The Rice Partnership has announced that Ryan Luna has joined its wealth management team as Portfolio Manager. He will be based at the firm’s California office in downtown San Luis Obispo.
Luna has worked in the investment industry for over 16 years. For the past three years, he was a Portfolio Manager for a $10.5 billion investment advisor in Southern California where he managed multi-asset portfolios, as well as coordinated trading, operations, marketing, and compliance groups. He has previously held portfolio management roles with Nuveen Investment affiliates Nuveen Asset Management and Tradewinds Global Investors.
“Ryan has proven he knows how to balance performance and risk across a broad range of portfolios,” says Senior Wealth Manager and Portfolio Manager Ashley Wilken. “He brings a high level of expertise to the table and we’re excited to make his valuable experience available to our clients.”
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DENVER, April 1, 2021 /PRNewswire/ The Investments & Wealth Institute issued a new 100-Day Advisor Challenge to competitive professionals looking to push themselves and expand their skillset. The Advisor Challenge begins May 3, 2021 and will push Challengers to building strong retirement management habits, strategies, and techniques using the framework from the Retirement Management Advisor® (RMA®) program.
This academic challenge won t be easy but will be very rewarding, said Devin Ekberg, CFA®, CIMA®, CPWA®, Chief Learning Officer, and Managing Director of Content Development. In a little over three months, challengers will see why RMA professionals report a dramatic positive shift in their approach with retirement clients as they develop more effective frameworks Candidates often speak of the lightbulb moments they experience as they learn and engage with faculty and other students. Those lightbulb moments translate to better
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DENVER, March 15, 2021 /PRNewswire/ In the middle of Women s History Month, and on the heels of International Women s Day, Women in Wealth Week, and the #ChoosetoChallenge initiative that is taking the internet by storm, the Investment & Wealth Institute announced a 100-Day Scholarship Giveaway for Women in Wealth. The Institute established an ambitious goal to award 100 certification-based, partial scholarships to women practitioners in the wealth management industry over the next 100 days.
Launched January 1, 2020, the Investments & Wealth Institute Certification Scholarship Fund was established to promote diversity and grow the number of certified professionals who currently are underrepresented in the profession, thereby enhancing the competency and professionalism of advice delivered to the public. In its first year of operation, the Scholarship Fund awarded $226,870 to 191 students. 38% of scholarship recipients were women.