Recent Posts

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 real-world tools to help financial professionals distinguish themselves among those that serve HNW and ultra-high-net-worth (UHNW) clients.  The Wealth Advisor Forum will provide attendees the opportunity to learn from leading industry experts and practitioners. The event will feature more than 18 of the nation’s leading experts in sessions on topics such as:  
  • Not Business as Usual: Populist Politics, New Media, and TrumplandHoward Fineman, NBC News
  • The Truth Machine: The Blockchain and The...
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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

New Issue of Investments & Wealth Research Demonstrates Significant Return on Investment for Advisors Earning Professional Certifications

Posted by Admin on Aug 1, 2018 6:00:00 PM
As investment and wealth management professionals, you understand the importance of determining the right investment choices based on the goals and aspirations of your clients. Determining the right investment of your time and resources for your professional growth and business is a completely different animal. With the industry’s abundance of “alphabet soup” certification options, and your finite amount of time and resources, how do professionals choose the right certification to grow...
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The Case Against Internal Designations

Posted by Admin on Jul 30, 2018 6:00:00 PM

It is the responsibility of any responsible employer to hire good people and then equip them with training, education and resources so they can be successful in their role. This talent development process spans many industries and types of companies.

Often during this process, the talent development process requires a professional to be competent within a role or job function. Indeed, this competency development and assessment is often undertaken to raise the credibility of the...

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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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