Investments & Wealth Institute Announces New Behavioral Finance Conference

Posted by Communications Staff on Jun 25, 2019 9:44:00 AM

The first Annual Behavioral Advisor Forum will be held September 23-24, 2019 at The Palace Hotel in San Francisco, CA.

The Investments & Wealth Institute® will offer a new two-day, multi-track conference that will gather the leading authorities in behavioral economics, neuroscience, human decision-making, and communication. Behavioral Advisor Forum will include discussions, presentations, interactive workshops, Q&A, and networking opportunities, all with the goal of providing elite access to industry leaders and improving financial outcomes.

“Helping clients make better decisions is the cornerstone of being an exceptional advisor,” said Sean R. Walters, chief executive officer of the Investments & Wealth Institute. Adding, “applying behavioral finance is a critical skillset to help advisors coach clients to overcome natural instincts as they pursue their investment goals with confidence.”

The Behavioral Advisor Forum is being held in cooperation with Haas School of Business,...

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New Client Research Uncovers Drivers of Engagement, Satisfaction, and Willingness to Refer

Posted by Communications Staff on Jun 21, 2019 3:44:11 PM

Investments & Wealth Institute has released new research findings in its 2019 High-Net-Worth Investor Study. The research explores how advisors can stand out in a crowded market, where high levels of client satisfaction and loyalty are not enough to set them apart. The study also examines how articulating the value of advanced credentials can provide meaningful differentiation among discerning high-net-worth (HNW) investors.

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Investments & Wealth Institute Awards Recognize Outstanding Achievements

Posted by Communications Staff on Jun 11, 2019 1:26:09 PM

The Investments & Wealth Institute presented five prestigious awards at its 2019 Annual Conference Experience in Las Vegas on May 7, 2019.

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Topics: Insider, investments, wealth

#ICYMI Recap of ACE 2019 - Las Vegas

Posted by Communications Staff on Jun 4, 2019 7:00:00 AM

This past May more than 1,500 advisors from across the nation gathered in Las Vegas for the Institute’s 2019 Annual Conference Experience. The conference was packed with investment and wealth management thought leaders and numerous industry experts and innovators. From the Women in Wealth luncheon and the International Breakfast to the Next-Gen Reception and general sessions there was palpable excitement in the air.

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Differentiate Your Advisory Team: Attend the upcoming Focus on Driving Value for Clients (and Advisors)

Posted by Communications Staff on May 14, 2019 11:21:03 AM

Its no secret that attracting talent and developing effective teams is a D when delivering an extraordinary experience to clients. CLIENTS EXPECT TO BE WHOOED AND WOWED.

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Topics: investments, wealth

Steering Clear of the Next Bernie Madoff — Diana Henriques

Posted by Linda Corman, guest contributor on Apr 23, 2019 11:29:01 AM

“Everybody thinks they can easily spot a Ponzi schemer. They’re the aggressive loudmouths who promise extraordinary riches if you just hand over your money to them, right away.

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Topics: investments

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