Admin

Recent Posts

New Bill Would Expand 529 Savings Accounts to Cover Professional Certification

Posted by Admin on Dec 23, 2019 8:50:39 AM

Previously posted on: December 13, 2019

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Topics: investments, economy

Robert Frankel

Posted by Admin on Nov 22, 2019 2:09:48 PM
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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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How to Better Serve the Non-Profit Sector – New Course Available

Posted by Admin on Sep 10, 2018 6:00:00 PM
Since the advent of the internet, the world has seen a rise in organized philanthropy, on local, international and digital levels. This rise in philanthropic giving can be attributed to a variety of factors from social media and globalization, to ease of giving (through digital platforms), increased global wealth, and heightened awareness and visibility among many others. Giving USA Foundation reported that in 2017, the total giving to charitable organizations in the United States was over...
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Part One: Vikram Mansharamani on the Four Transitions Explaining Today’s Economic Climate in the U.S.

Posted by Admin on Aug 20, 2018 6:00:00 PM
“There are four major transitions underway which explain virtually all of the dynamics we face in the U.S. economy today,” said Vikram Mansharamani, Ph.D., LinkedIn’s “#1 Top Voice in Money, Finance, & Global Economics,” and a recent guest speaker, at the Investments & Wealth Institute Annual Conference Experience—ACE Nashville. “Yes,” he said. “Only four.” Recognized as an authority on geo-politics and geo-economics, Harvard lecturer Mansharamani wasted no time in outlining his...
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Topics: investments, economy, economics, wealth

Shifting Client Conversations from Yield to Cash Flow

Posted by Admin on Aug 8, 2018 6:00:00 PM
When meeting with financial advisors, we’re consistently hearing concerns that retirees may feel challenged to generate sufficient income to meet everyday expenses in this low-interest-rate environment. As a result, they may be tempted to pursue certain high-yielding investments, without fully understanding their associated risks. But yield, of course, is only one form of income, and it should not be the sole focus of a retirement income strategy.   We found that investors looking for...
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Topics: investments, economy, wealth, retirement, retire

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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Recent Posts

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