Devon Coquillard, Communications Manager, Investments & Wealth Institute

Devon Coquillard, Communications Manager, Investments & Wealth Institute
Devon is the Communications Manager for the Investments & Wealth Institute. She has more than 8 years of experience in varying communication roles. She earned a Master in Public Administration (MPA) and a B.S. in International Relations from Florida State University.
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Recent Posts

Investors Will Act Against Best Interests in a 50-percent+ Market Decline

Investments & Wealth Institute, in partnership with the Behavioral Investing Institute, recently conducted a study, “2021 Investor Behavior in Market Crisis,” about how both advisors and investors perceive bubbles and market crises. The survey results revealed the depth of client temptations, their fears of market declines, and their understanding of their portfolios. The study also revealed advisors’ perceptions about what their clients think of them.

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Exceptional Advisor Week - Profiles in Providing Meaningful Guidance: From Baseball Fields to Financial Advice

The Exceptional Advisor™ initiative helps advisors differentiate themselves from other professionals in a global and highly competitive marketplace. By concentrating on areas identified through research as key attributes valued by clients, advisors can better demonstrate the advanced knowledge they have earned through their certifications. The knowledge and skills developed during the certification process allow advisors to stand out and provide exceptional service across a wide range of...

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In Celebration of International Women's Day, March 8, 2021: Women in Wealth Profile – Dorothy E. Bossung

The Institute’s Devon Coquillard, Communications Manager, sits down with Dorothy Bossung, CFP®, CIMA®, CPWA®, RMA® to discuss Dorothy’s success within a male-dominated industry and how to light a path for others.

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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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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.