The Role of Role Models: Inspiring a More Gender-Balanced Culture

 Originally published here by SPDRS.COM.

International Women's Day is celebrated annually, today, on March 8. In celebration and support of International Women's Day the Investments & Wealth Institute is proud to have Brie P. WilliamsVice President of State Street Global Advisors and Head of Practice Management for the Global SPDR Business as a guest blogger on this important topic. 

Anniversaries have a way of reminding us about what and who we truly value in our lives. With International Women’s Day on the calendar this month, I’m reminded of colleagues who have influenced my own career. More importantly, I’m reminded of the crucial role that we all play as mentors, coaches and sponsors, helping to groom a diverse talent pool throughout our industry.

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Exceptional Advisor Podcast series launches season two!

Posted by Communications Staff on Mar 8, 2019 1:37:25 PM


Last October the Investments & Wealth Institute (formerly IMCA®) launched the Exceptional AdvisorTM Podcast series featuring interviews with top practitioners and industry experts. This week the Institute is proud to launch season two!

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Topics: financialpodcast

How to Avoid Group Bias and Optimize Group Decision-Making — from Herman Brodie at Investment Advisor Forum 2019

Posted by Linda Corman, guest contributor on Mar 1, 2019 1:18:52 PM


Even though groups are often derided as being the quickest route to stalemate and inaction, we keep forming them to solve problems in all facets of our lives. There is, however, a solution to this conundrum: If we appreciate that people join groups primarily to gain a sense of belonging, we can make our groups much more effective, says Herman Brodie, a specialist in behavioral economics and the founding director of Prospecta Limited, a business software company.
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Wharton’s Adam Grant and Chicago Booth School’s Raghuram Rajan will Headline ACE 2019 – A “Don’t Miss” Event

Posted by Communications Staff on Mar 1, 2019 12:55:52 PM
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Denver DA’s Office and Colorado AAG speaks on financial elder exploitation and how financial advisors can help.

Posted by Communications Staff on Mar 1, 2019 9:57:11 AM

Fraud against the senior population is an unfortunate reality, but there are ways financial advisors can help prevent this type of crime. Denver firms First Financial Equity Corporation and the Investments & Wealth Institute hosted a unique seminar October 31st. The seminar’s featured speakers were attorney’s from the Colorado Attorney General’s Office and the Denver District Attorney’s Office. The afternoon focused on how financial advisors can help their clients and other seniors protect...

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Join the Institute in Chicago for the Wealth Advisor Forum, Oct. 8–9 in Chicago

Posted by Admin on Sep 17, 2018 6:00:00 PM
As a wealth management professional you know the more money a client has, the more work it takes to maintain, preserve or grow those assets. High-net-worth (HNW) clients have unique needs and goals. Advisors with the advanced expertise and knowledge can add significant value for these HNW clients by addressing their particular needs. The upcoming Investments & Wealth Institute ® Wealth Advisor Forum, Oct. 8–9, 2018 in Chicago is designed to provide insight, effective strategies, and...
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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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