September/October 2016—Retirement Deep Dive

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Investments & Wealth Monitor

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Current Issue: September/October 2016—Retirement Deep Dive

Feature Articles—September/October 2016
The Advisor Introduction to Health Savings Accounts, James LaFleur, CIMA®, CMA, CAIA®
The Art and Science of Relationships in Transition: The Psychology of Financial-Advisor Succession, Greg Heffington, RCC, David Garfield, MD, and Daven Morrison, MD
Digital Assets in an Estate: Fiduciary or Computer Hacker? Kirsten Waldrip, JD, LLM
The Future of Retirement: Big Ideas That Are Reshaping the U.S. Retirement System, Bob Collie, FIA
Nearing Retirement? Assess Downside Risk, Upside Potential, Rob Williams, CFP®, CRPC®
The New Wave of Retirement Planning: Deferred Income Annuities, Brian Wilson
Not Everyone Can Work as Long as Warren Buffett, Chase Squires
Retirement Income Planning: Why the Conventional Wisdom Is Never the Optimal Withdrawal Strategy, William Reichenstein, PhD, CFA®, and William Meyer
Revisiting Risk Management, Keith Ambachtsheer
The Search for Value in Emerging Markets, Paul Espinosa, CFA®
Social Impact Insights: Creating Space for Impact, Gayle Jennings-O’Byrne
Strategic Beta Strategies: An Evaluation of Different Approaches, Anthony B. Davidow, CIMA®
Sustainable Spending Policies, Jan Blakeley Holman, CIMA®, CFP®
Turning Lemons into Lemonade: DOL Requirements Create Win-Win for Those Who Embrace Goals-Based Wealth Management, Jack Sharry

Department of Labor and Investment Company Institute Discuss Key Provisions of Conflict of Interest Rule, Duane Thompson, AIFA®

Spotlight on Ethics
Legacy Planning Resources, Mark Harbour, CPA, CIMA®, CFA®

Inside IMCA
Editor’s Note
IMCA 2016 Focus on Disruptive Trends in Business and Technology
IMCA 2016 Winter Institute: Investment Strategies and Business Planning
Recent CIMA® and CPWA® Certificants