Last year, the Investments & Wealth Institute, in collaboration with Charles Schwab Investment Management, Inc. and Cerulli Associates released the BeFi Barometer 2019 which examined the role behavioral finance played in advising clients and how it harnessed better outcomes.
“Experience is simply the name we give our mistakes.” Oscar Wilde
Don’t continue to let behavioral biases impact portfolio construction. By acknowledging that advisors are subject to many of the same behavioral biases as clients new report, Mitigating the Impact of Advisors’ Behavioral Biases, will show advisors how they can improve their portfolio construction and management processes.
Many experts agree that meaningful and valuable training not only increases morale but has a significant impact on the productivity of their advisors. In fact, the research group Gallup, found that one of the most important factors in creating a “high-performance workplace” is creating a culture that values the growth of individuals.
New White Paper by Charles Schwab Investment Management in collaboration with the Investments & Wealth Institute and Cerulli Associates, is now available.
International Women's Day is celebrated annually, today, on March 8. The Investments & Wealth Industry proudly celebrates and supports International Women's Day today and throughout the year through our Women in Wealth initiative and Scholarship Fund. The Scholarship Fund is designed to help address diversity and inclusion gaps within the financial services industry by offsetting the costs of the Institute’s advanced certification programs. The Women in Wealth Scholarships help to assist...
Tax law has always impacted financial planning, and that’s especially true in the last couple of years since the passage of recent tax law reform. For financial advisors and wealth managers, it’s especially important to stay on top of the situation.