# Investment research and education for financial advisors, by topic

As of Oct 28, 2026, AdvisorIQ lists 86 research pieces, 8 upcoming webinars and 42 podcasts across 8 investment topics, from markets and the economy to alternatives.

As of: 2026-10-28
Address: https://advisoriq.com/investments/

## Facts

- Topic count: 8
- Topics: Name: Markets and economy, URL: https://advisoriq.com/topics/markets-and-economy/, Description: Markets and the economy for advisors: webinars, replays, CE webinars and research on rates, inflation, growth and markets., Research pieces: 15, Upcoming CE webinars: 5, Upcoming advisoriq webinars: 0, Replays: 0, Newest research: Title: Can stocks stay resilient with higher Treasury yields?, Publisher: Invesco, Published on: 2026-10-05, URL: https://www.invesco.com/us/en/insights/stocks-resilient-higher-treasury-yields.html; Title: Guide to the Markets U.S. 4Q 2026, Publisher: J.P. Morgan Asset Management, Published on: 2026-10-01, URL: https://am.jpmorgan.com/us/en/asset-management/adv/insights/market-insights/guide-to-the-markets/; Title: The Impact of Tariffs on the Cost of Capital in the US, Publisher: American Enterprise Institute, Published on: 2026-09-30, URL: https://www.aei.org/research-products/report/the-impact-of-tariffs-on-the-cost-of-capital-in-the-us/, Upcoming sessions: Title: November RIA Power Half-Hour Webinar, Host: Invesco, Starts at: 2026-11-02T21:00:00Z, When: Mon Nov 2 at 4:00 PM ET, URL: https://event.on24.com/wcc/r/5145345/28A4904C144CC4251E92E2C9B6C0AD0D; Title: How are family offices changing the investment landscape?, Host: CFA Institute, Starts at: 2026-11-04T16:00:00Z, When: Wed Nov 4 at 11:00 AM ET, URL: https://www.cfainstitute.org/insights/events/2026/how-family-offices-changing-investment-landscape; Title: Midterms and markets: Implications for investors, Host: Capital Group, Starts at: 2026-11-05T19:00:00Z, When: Thu Nov 5 at 2:00 PM ET, URL: https://www.capitalgroup.com/advisor/insights/webinars/midterms-markets-implications-investors.html; Name: Tax planning, URL: https://advisoriq.com/topics/tax-planning/, Description: Tax planning for independent advisors: webinars, replays, industry CE webinars and research on asset location, income timing and gains., Research pieces: 11, Upcoming CE webinars: 1, Upcoming advisoriq webinars: 0, Replays: 0, Newest research: Title: Ten Lessons on Managing Concentrated Wealth, Publisher: AQR Capital Management, Published on: 2026-08-11, URL: https://www.aqr.com/Insights/Research/Tax-Aware-Investing/Ten-Lessons-on-Managing-Concentrated-Wealth; Title: What the One Big Beautiful Bill Act could mean for your taxes, Publisher: Fidelity Investments, Published on: 2026-08-07, URL: https://www.fidelity.com/learning-center/personal-finance/one-big-beautiful-bill; Title: New Approaches to Social Security Benefit Taxation, Publisher: Committee for a Responsible Federal Budget, Published on: 2026-07-30, URL: https://www.crfb.org/papers/new-approaches-social-security-benefit-taxation, Upcoming sessions: Title: Assess. Recalibrate. Advance: A year-end action plan for high net worth portfolios, Host: Nuveen, Starts at: 2026-10-29T20:00:00Z, When: Thu Oct 29 at 4:00 PM ET, URL: https://nuveeniq.com/courses/assess-recalibrate-advance-a-year-end-action-plan-for-high-net-worth-portfolios/; Name: Retirement income, URL: https://advisoriq.com/topics/retirement-income/, Description: Retirement income for advisors: webinars, replays, CE webinars and research on withdrawals, sequence risk and Social Security timing., Research pieces: 17, Upcoming CE webinars: 2, Upcoming advisoriq webinars: 0, Replays: 0, Newest research: Title: Restoring lifetime income to retirement plans as the default, Publisher: Brookings Institution, Published on: 2026-09-30, URL: https://www.brookings.edu/articles/restoring-lifetime-income-to-retirement-plans-as-the-default/; Title: The Latest Projections from the Congressional Budget Office on Social Security Finances and Distribution of Benefits and Taxes, Publisher: American Enterprise Institute, Published on: 2026-09-25, URL: https://www.aei.org/economics/health-care/the-latest-projections-from-the-congressional-budget-office-on-social-security-finances-and-distribution-of-benefits-and-taxes/; Title: A behavioral case for annuities, Publisher: T. Rowe Price, Published on: 2026-08-21, URL: https://www.troweprice.com/financial-intermediary/us/en/insights/articles/2026/q3/a-behavioral-case-for-annuities.html, Upcoming sessions: Title: Beneficiary Options After SECURE 1.0 and 2.0: What We Have Learned and How Advisors Should Adjust, Host: Financial Planning Association, Starts at: 2026-10-28T18:00:00Z, When: Wed Oct 28 at 2:00 PM ET, URL: https://fpalearning.onefpa.org/products/beneficiary-options-after-secure-10-and-20-what-we-have-learned-and-how-advisors-should-adjust; Title: Where You Live Matters: Housing and Retirement Planning, Host: Financial Planning Association, Starts at: 2026-11-04T19:00:00Z, When: Wed Nov 4 at 2:00 PM ET, URL: https://fpalearning.onefpa.org/products/where-you-live-matters-housing-and-retirement-planning; Name: Estate planning, URL: https://advisoriq.com/topics/estate-planning/, Description: Estate planning for advisors: webinars, replays, CE webinars and research on trusts, beneficiaries, gifting and wealth transfer., Research pieces: 8, Upcoming CE webinars: 0, Upcoming advisoriq webinars: 0, Replays: 0, Newest research: Title: As Advisors Move Upmarket, Tax and Estate Planning Technology Gain Momentum, Publisher: Cerulli Associates, Published on: 2026-09-01, URL: https://www.cerulli.com/press-releases/as-advisors-move-upmarket-tax-and-estate-planning-technology-gain-momentum; Title: SLATs: An Estate-Planning Strategy for Couples, Publisher: Schwab Center for Financial Research, Published on: 2026-07-21, URL: https://www.schwab.com/learn/story/slat-trusts-estate-planning-strategy-couples; Title: How Much Financial Help Do People Give and Receive? Evidence from the Understanding America Survey, Publisher: Federal Reserve Bank of Richmond, Published on: 2026-06-19, URL: https://www.richmondfed.org/publications/research/economic_brief/2026/eb_26-19, Upcoming sessions: ; Name: Portfolio construction, URL: https://advisoriq.com/topics/portfolio-construction/, Description: Portfolio construction for advisors: webinars, replays, CE webinars and research on allocation, diversification, rebalancing and risk., Research pieces: 9, Upcoming CE webinars: 0, Upcoming advisoriq webinars: 0, Replays: 0, Newest research: Title: Portfolio Rebalancing: All at Once or Little by Little?, Publisher: Dimensional Fund Advisors, Published on: 2026-09-23, URL: https://www.dimensional.com/us-en/insights/portfolio-rebalancing-all-at-once-or-little-by-little; Title: Exponential Wealth: Centuries of Stock and Bond Returns, Publisher: CFA Institute Research Foundation, Published on: 2026-09-21, URL: https://rpc.cfainstitute.org/research/foundation/2026/exponential-wealth-centuries-stocks-bond-returns; Title: Welcome Back, Balanced Portfolio, Publisher: PIMCO, Published on: 2026-09-08, URL: https://www.pimco.com/us/en/insights/welcome-back-balanced-portfolio, Upcoming sessions: ; Name: Fixed income, URL: https://advisoriq.com/topics/fixed-income/, Description: Fixed income for advisors: webinars, replays, CE webinars and research on duration, credit quality, yields and rates., Research pieces: 7, Upcoming CE webinars: 0, Upcoming advisoriq webinars: 0, Replays: 0, Newest research: Title: California designs its fiscal comeback built to last, Publisher: Nuveen, Published on: 2026-09-22, URL: https://www.nuveen.com/en-us/insights/municipal-bond-investing/california-designs-its-fiscal-comeback-built-to-last; Title: Trading US Corporate Bonds: It Pays to Be Flexible, Publisher: Dimensional Fund Advisors, Published on: 2026-09-17, URL: https://www.dimensional.com/us-en/insights/trading-us-corporate-bonds-it-pays-to-be-flexible; Title: What's Pushing Long-Term Bond Yields Higher?, Publisher: PIMCO, Published on: 2026-08-21, URL: https://www.pimco.com/us/en/insights/whats-pushing-long-term-bond-yields-higher, Upcoming sessions: ; Name: ETF strategy, URL: https://advisoriq.com/topics/etf-strategy/, Description: ETF strategy for advisors: webinars, replays, CE webinars and research on fund structure, costs, trading and tax treatment., Research pieces: 8, Upcoming CE webinars: 0, Upcoming advisoriq webinars: 0, Replays: 0, Newest research: Title: Financial Advisors Receptive to Outsourced Models, Lean Into Diversification, Publisher: Escalent, Published on: 2026-09-09, URL: https://escalent.co/news/financial-advisors-receptive-to-outsourced-models-lean-into-diversification/; Title: Summer road trip: Resilient fundamentals remain in the driver's seat for ETF flows, Publisher: State Street Investment Management, Published on: 2026-08-04, URL: https://www.ssga.com/us/en/intermediary/insights/resilient-fundamentals-remain-in-driver-seat-for-etf-flows; Title: ETF inflows set records in first half, Publisher: State Street Investment Management, Published on: 2026-07-06, URL: https://www.ssga.com/us/en/intermediary/insights/etf-inflows-set-records-in-first-half, Upcoming sessions: ; Name: Alternatives, URL: https://advisoriq.com/topics/alternatives/, Description: Alternatives for advisors: webinars, replays, CE webinars and research on liquidity, fees, valuation and suitability., Research pieces: 11, Upcoming CE webinars: 0, Upcoming advisoriq webinars: 0, Replays: 0, Newest research: Title: The Window Narrows: Evergreen Funds and the Choice Before the Industry, Publisher: CAIA Association, Published on: 2026-09-24, URL: https://caia.org/reports/evergreen-funds-the-window-narrows/; Title: Inflation Redux?, Publisher: AQR Capital Management, Published on: 2026-09-15, URL: https://www.aqr.com/Insights/Research/Alternative-Thinking/Inflation-Redux; Title: Private Credit Funds and the Retail Shift: Structural Vulnerabilities and Policy Responses, Publisher: CFA Institute, Published on: 2026-08-24, URL: https://rpc.cfainstitute.org/research/reports/2026/private-credit-funds-and-retail-shift, Upcoming sessions: 
- Podcast count: 42
- Podcasts: Title: Facts vs Feelings, Hosts: Ryan Detrick and Sonu Varghese, Topic: Markets and economy, URL: https://advisoriq.com/podcasts/facts-vs-feelings/; Title: InvestTalk, Hosts: Justin Klein and Luke Guerrero, Topic: Markets and economy, URL: https://advisoriq.com/podcasts/investtalk/; Title: The 9Innings Podcast, Hosts: Kevin Thompson, Topic: Markets and economy, URL: https://advisoriq.com/podcasts/the-9innings-podcast/; Title: The Disciplined Investor Podcast, Hosts: Andrew Horowitz, Topic: Markets and economy, URL: https://advisoriq.com/podcasts/the-disciplined-investor-podcast/; Title: The Dividend Cafe, Hosts: David Bahnsen, Topic: Markets and economy, URL: https://advisoriq.com/podcasts/the-dividend-cafe/; Title: The Independent Advisors, Hosts: Mark McEvily and Matt Jessup, Topic: Markets and economy, URL: https://advisoriq.com/podcasts/the-independent-advisors/
- Full lists: Research: https://advisoriq.com/research/, Webinars: https://advisoriq.com/webinars/, CE webinars from around the industry: https://advisoriq.com/webinars/industry/, Podcasts: https://advisoriq.com/podcasts/, Topics: https://advisoriq.com/topics/

## Notes

- Research and CE webinars from around the industry link to the publisher's or host's own page. AdvisorIQ writes the summaries; inclusion is editorial and never paid.
- CE for webinars from around the industry is shown as each host states it; AdvisorIQ does not confirm it.
- Podcasts are hosted by registered financial advisors, each checked against the SEC's IAPD records. Listing a show is not a recommendation of its hosts or their firms.
- Times are Eastern.

## Sources

- Invesco, checked 2026-10-05: https://www.invesco.com/us/en/insights/stocks-resilient-higher-treasury-yields.html
- J.P. Morgan Asset Management, checked 2026-10-05: https://am.jpmorgan.com/us/en/asset-management/adv/insights/market-insights/guide-to-the-markets/
- American Enterprise Institute, checked 2026-10-06: https://www.aei.org/research-products/report/the-impact-of-tariffs-on-the-cost-of-capital-in-the-us/
- Invesco, checked 2026-10-05: https://event.on24.com/wcc/r/5145345/28A4904C144CC4251E92E2C9B6C0AD0D
- CFA Institute, checked 2026-10-05: https://www.cfainstitute.org/insights/events/2026/how-family-offices-changing-investment-landscape
- Capital Group, checked 2026-10-05: https://www.capitalgroup.com/advisor/insights/webinars/midterms-markets-implications-investors.html
- AQR Capital Management, checked 2026-10-05: https://www.aqr.com/Insights/Research/Tax-Aware-Investing/Ten-Lessons-on-Managing-Concentrated-Wealth
- Fidelity Investments, checked 2026-10-05: https://www.fidelity.com/learning-center/personal-finance/one-big-beautiful-bill
- Committee for a Responsible Federal Budget, checked 2026-10-06: https://www.crfb.org/papers/new-approaches-social-security-benefit-taxation
- Nuveen, checked 2026-10-05: https://nuveeniq.com/courses/assess-recalibrate-advance-a-year-end-action-plan-for-high-net-worth-portfolios/
- Brookings Institution, checked 2026-10-06: https://www.brookings.edu/articles/restoring-lifetime-income-to-retirement-plans-as-the-default/
- American Enterprise Institute, checked 2026-10-06: https://www.aei.org/economics/health-care/the-latest-projections-from-the-congressional-budget-office-on-social-security-finances-and-distribution-of-benefits-and-taxes/
- T. Rowe Price, checked 2026-10-05: https://www.troweprice.com/financial-intermediary/us/en/insights/articles/2026/q3/a-behavioral-case-for-annuities.html
- Financial Planning Association, checked 2026-10-05: https://fpalearning.onefpa.org/products/beneficiary-options-after-secure-10-and-20-what-we-have-learned-and-how-advisors-should-adjust
- Financial Planning Association, checked 2026-10-05: https://fpalearning.onefpa.org/products/where-you-live-matters-housing-and-retirement-planning
- Cerulli Associates, checked 2026-10-05: https://www.cerulli.com/press-releases/as-advisors-move-upmarket-tax-and-estate-planning-technology-gain-momentum
- Schwab Center for Financial Research, checked 2026-10-05: https://www.schwab.com/learn/story/slat-trusts-estate-planning-strategy-couples
- Federal Reserve Bank of Richmond, checked 2026-10-05: https://www.richmondfed.org/publications/research/economic_brief/2026/eb_26-19
- Dimensional Fund Advisors, checked 2026-10-05: https://www.dimensional.com/us-en/insights/portfolio-rebalancing-all-at-once-or-little-by-little
- CFA Institute Research Foundation, checked 2026-10-05: https://rpc.cfainstitute.org/research/foundation/2026/exponential-wealth-centuries-stocks-bond-returns
- PIMCO, checked 2026-10-05: https://www.pimco.com/us/en/insights/welcome-back-balanced-portfolio
- Nuveen, checked 2026-10-05: https://www.nuveen.com/en-us/insights/municipal-bond-investing/california-designs-its-fiscal-comeback-built-to-last
- Dimensional Fund Advisors, checked 2026-10-05: https://www.dimensional.com/us-en/insights/trading-us-corporate-bonds-it-pays-to-be-flexible
- PIMCO, checked 2026-10-05: https://www.pimco.com/us/en/insights/whats-pushing-long-term-bond-yields-higher
- Escalent, checked 2026-10-05: https://escalent.co/news/financial-advisors-receptive-to-outsourced-models-lean-into-diversification/
- State Street Investment Management, checked 2026-10-05: https://www.ssga.com/us/en/intermediary/insights/resilient-fundamentals-remain-in-driver-seat-for-etf-flows
- State Street Investment Management, checked 2026-10-05: https://www.ssga.com/us/en/intermediary/insights/etf-inflows-set-records-in-first-half
- CAIA Association, checked 2026-10-05: https://caia.org/reports/evergreen-funds-the-window-narrows/
- AQR Capital Management, checked 2026-10-05: https://www.aqr.com/Insights/Research/Alternative-Thinking/Inflation-Redux
- CFA Institute, checked 2026-10-05: https://rpc.cfainstitute.org/research/reports/2026/private-credit-funds-and-retail-shift

## Related

- [Research library](https://advisoriq.com/research/)
- [Live webinars](https://advisoriq.com/webinars/)
- [CE webinars from around the industry](https://advisoriq.com/webinars/industry/)
- [Replays](https://advisoriq.com/replays/)
- [Podcasts hosted by advisors](https://advisoriq.com/podcasts/)
- [All topics](https://advisoriq.com/topics/)
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## Cite as

AdvisorIQ, as of 2026-10-28. https://advisoriq.com/investments/

License: https://advisoriq.com/license/