Crystal Balls & Rear-view Mirrors: What we learned from the pandemic and what to expect in the "new normal"

The past 18 months will be written about in the history books and taught in schools; movies will be made, and books written. In addition to our personal and work lives, the global COVID-19 pandemic continues to impact the financial markets and, as advisors can attest, clients' emotions.

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The Martial Arts of Behavioral Finance

Protect, Live, Dream

Odysseus, the Greek king of Ithaca, is best remembered for his arduous 10-year journey home after the Trojan War, as well as the Trojan Horse he used to gain surreptitious access to enemy fortifications. As the protagonist in Homer's epic, The Odyssey, and returning character in The Iliad, Odysseus is painted as a fierce warrior whose strength matched only his cunning. And while Odysseus may be best remembered as a warrior, perhaps his most important action on his...

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Investors Will Act Against Best Interests in a 50-percent+ Market Decline

Investments & Wealth Institute, in partnership with the Behavioral Investing Institute, recently conducted a study, “2021 Investor Behavior in Market Crisis,” about how both advisors and investors perceive bubbles and market crises. The survey results revealed the depth of client temptations, their fears of market declines, and their understanding of their portfolios. The study also revealed advisors’ perceptions about what their clients think of them.

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The State of the Financial Services Industry

Posted by Tony Davidow, CIMA on Jul 27, 2021 2:15:00 PM
The financial services industry is at a key inflection point, with a number of trends shaping the future of advice, including fee compression, the rise of passive investing, disruptive technology, the need for advanced education, and the lack of practice diversity. These changes have led to a transformation in how advisors serve their clients' needs and their value proposition.
 
  Over the last several years, we have begun to see a bifurcation of advisory models, with smaller...
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Diversity & Inclusion Week: We See Light at The End of the Pandemic Tunnel - How Black, Indigenous, & People of Color (BIPOC) Can Get Back On Track Financially Following the Pandemic

Posted by Gale A. Britton, Managing Partner, GBDI, LLC. on Jun 8, 2021 9:04:26 AM

As we begin emerging from the darkness of COVID-19, we’re starting to see the light at the end of the pandemic tunnel. So let’s take a few moments to review its impact on Black, Indigenous, & People of Color (BIPOC).

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Exceptional Advisor Week - Profiles in Providing Meaningful Guidance: From Baseball Fields to Financial Advice

The Exceptional Advisor™ initiative helps advisors differentiate themselves from other professionals in a global and highly competitive marketplace. By concentrating on areas identified through research as key attributes valued by clients, advisors can better demonstrate the advanced knowledge they have earned through their certifications. The knowledge and skills developed during the certification process allow advisors to stand out and provide exceptional service across a wide range of...

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Welcome to The Institute Blog:  Investment Sense - Advanced analysis for today’s savvy advisors

Investment Sense provides expert thinking on the relevant topics that impact your business along with  updates from the Institute that will keep you up to speed on important happenings at your professional association. Industry experts—practitioners, academics and economists—will provide the latest thinking on today’s important topics, and you’ll hear from Institute volunteers and staff on association news that impacts your membership and certification.   

 

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