President and Founder T. Davidow Consulting, LLC an independent advisory firm focused on the needs and challenges facing the financial services industry. Davidow leverages his diverse experiences to deliver research and analysis to sophisticated advisors, asset managers and wealthy families. He’s held senior leadership roles at Morgan Stanley, Charles Schwab, Guggenheim Investments and IndexIQ among others.
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.