Communications Staff

Recent Posts

Do not continue to let behavioral biases impact portfolio construction

Posted by Communications Staff on Jun 29, 2020 11:00:00 AM

“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.

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Topics: investments, wealth, retirement, retire, financial advisors

Continuing Education Can Help Increase Employee Productivity and Retention and Create Organizational Happiness in the Long Run

Posted by Communications Staff on Jun 15, 2020 3:04:11 PM

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.

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Topics: investments, wealth, retirement, financial advisors

Mitigating the Impact of Advisors’ Behavioral Biases

Posted by Communications Staff on Jun 10, 2020 4:05:00 PM

New White Paper by Charles Schwab Investment Management in collaboration with the Investments & Wealth Institute and Cerulli Associates, is now available.

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Topics: investments, economy, economics, wealth, retirement, financial advisors

Women in Wealth Celebrates International Women's Day

Posted by Communications Staff on Mar 9, 2020 8:37:34 AM

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...

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How to stay ahead of the tax law changes impacting investors today

Posted by Communications Staff on Oct 22, 2019 4:18:21 PM

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.

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Topics: investments, wealth, retirement

RMA Certification is endorsed by Merrill Lynch

Posted by Communications Staff on Aug 27, 2019 9:01:00 AM

The Investments & Wealth Institute is pleased to announce that Merrill Lynch joins several other financial firms in their endorsement of the Retirement Management Advisor®  (RMA®) certification.

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Topics: investments, wealth, retirement, financial advisors

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

We encourage you to read the latest posts, share content with colleagues and peers, and let us know what you think. You can comment on a blog post or email us at communications@i-w.org with feedback.

Have ideas for future topics or interest in submitting a blog post? Email us at communications@i-w.org to let us know.