Page 31 - Investment Advisor - September 2023

Thought Leadership & Education

CAIS IQ is accessible via a mobile application, and is designed designed to support advisors and help them unlock their full
for maximum flexibility to accommodate the busy schedule of potential. The academy offers actionable lessons for both pro-
independent financial advisors and help them grow their business. fessional growth and continuing education credits. It features
The platform offers some 165 foundational courses. CAIS develops exclusive behavioral finance education, client handouts and
all content exclusively in collaboration with third-party industry ready-to-use tools that create an educational extension service
leaders, including Mercer, an independent due diligence partner. that informs end-investors at no additional cost to advisors or
their staff.
IncomeConductor Orion has also developed BeFi20, a 20-question assessment
IncomeConductor, a women-led that merges IQ and EQ, in order to provide advisors with emo-
technology solution company, has sought to be a thought leader in the tional and attitudinal insights on their clients. The assessment is
area of retirement income planning. It has moved the conversation shareable, promoting financial transparency. The platform helps
on how to effectively prepare for retirement through participation in to strengthen existing relationships, gain investor trust and pro-
numerous podcasts, in webinars for custodians and advisor consult- vide better financial advice for end-clients, which can lead to a
ing firms and by published articles. A white paper, “Meeting Retirees’ more financially responsible and literate society.
Expectations,” confronts some of the harsh realities of retirement,
such as the possibility of a spouse living alone at some point. smart
In the past year, IncomeConductor has made presentations In March 2023, Smart published the U.S.
at two events focused on women. One centered on planning findings from its annual Future of Global Retirement report.
for and supporting a surviving spouse, both financially through The new report looks at how knowledge, attitudes and con-
IncomeConductor and emotionally. The other discussed how advi- cerns about retirement savings have progressed, which helps
sors specializing in divorce can use IncomeConductor to secure the industry evolve the technology, advice and solutions
larger settlements for women in divorce remediation procedures. offered to keep savers at the forefront. It found that 57% of
Americans fear being able to afford day-to-day living costs
orion Advisor solutions in retirement, and 35% plan to work in retirement. Service
Orion Advisor Solutions recently launched providers have opportunities to step in with more guidance
Orion Advisor Academy, an on-demand education platform and education.

Helping clients reach

their goals is your life’s

work. Expanding your

opportunities is ours.

Learn more at TheAmericanCollege.edu

Proud to Community Impact Thought Leadership & Education
be a 2023 Providing paths to careers in financial services Putting up-to-the-minute expertise at your
LUMINARIES to military members and families in transition. fingertips with just-in-time learning.
Finalist!

September 2023 Investment AdvIsor 29