InvestmentSense

50 States of Gray: An Innovative Solution to the Defined Contribution Retirement Crisis is the newest book published by the Investments & Wealth Institute. Written in partnership with the Institute and Arun Muralidhar, Ph.D., founder, M ^cube Investment Technologies, LLC, and founder, chairman, and chief investment officer, AlphaEngine Global Investment Solutions, this work offers fresh solutions for solving the defined contribution retirement crisis. With an interesting forward from the 1997 Nobel Memorial Prize in Economic Sciences recipient Robert Merton and editing by Debbie Nochlin, managing editor, Investments & Wealth Institute, 50 States of Gray is worth adding to your summer reading list. By offering a practical and innovative four-step reform process that clearly articulates roles, responsibilities, and a sequencing of steps, Muralidhar argues that current reform models potentially expose participants to costly, error-prone, and illiquid alternatives, which could...

Psychologist, best-selling author, and emotional intelligence expert, Daniel Goleman will lead the first session of the 2018 Annual Conference Experience—ACE Nashville (ACE) on May 6, 5 p.m. (ET) at Music City Center. Renowned author of the bestselling book, Emotional Intelligence: Why it Can Matter More Than IQ, Goleman is well known for his pioneering work presenting the premise that a person’s emotional quotient (EQ) or ability to assess and control emotions is just as important – if not...

Time is a very precious asset. Financial advisors must divide their time between client service, firm operations, and new client aquisition. Polling advisors and listening to advisors about their new client acquisition strategies yielded interesting insights. Those advisors who wanted to attract more clients, and did so with effectiveness, found the correct blend between traditional and modern marketing strategies. Every advisor’s practice has something unique along with the geographic focus...

Advisors attending Annual Conference Experience—ACE Nashville now have the opportunity to earn additional continuing education credits (CE) toward CIMA ^®, CPWA ^®, and CFP ^® certifications by registering for one of two pre-conference workshops, Private Wealth Advice or CFP ^® Board Ethics Education Program. The full-day Private Wealth Advice program, in collaboration with Yale School of Management, provides up to 8.5 hours of Institute continuing education (CE), including one hour of ethics...

As a follow up to my last blog post on High Performing Teams and Communication, this article will summarize how great teams make efficient and effective decisions. Governance means a lot of things – in this context we will apply it to the process or approach for making decisions within a mid-sized not-for-profit organization (45 staff, 140 volunteers organized into 25 committees/workgroups).

In March, ten senior staffers from the Investments & Wealth Institute leadership team gathered for a...

People tend to see patterns where they don’t exist, and they are generally terrible at making unbiased decisions, according to Toby Moskowitz, co-author of Scorecasting: The Hidden Influences Behind How Sports Are Played and Games Are Won and a finance professor at the Yale School of Management, who spoke at the recent 2018 Investments & Wealth Institute Investment Advisor Forum. These two traits are largely attributable to people’s lack of understanding of randomness, and they can lead...