Last October the Investments & Wealth Institute (formerly IMCA®) launched the Exceptional AdvisorTM Podcast series featuring interviews with top practitioners and industry experts. This week the Institute is proud to launch season two!
Even though groups are often derided as being the quickest route to stalemate and inaction, we keep forming them to solve problems in all facets of our lives. There is, however, a solution to this conundrum: If we appreciate that people join groups primarily to gain a sense of belonging, we can make our groups much more effective, says Herman Brodie, a specialist in behavioral economics and the founding director of Prospecta Limited, a business software company.
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Fraud against the senior population is an unfortunate reality, but there are ways financial advisors can help prevent this type of crime. Denver firms First Financial Equity Corporation and the Investments & Wealth Institute hosted a unique seminar October 31st. The seminar’s featured speakers were attorney’s from the Colorado Attorney General’s Office and the Denver District Attorney’s Office. The afternoon focused on how financial advisors can help their clients and other seniors protect...
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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...
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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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