The Role of Continuing Education in Competency Assurance

Continuing education is important not only to our industry but to consumers. Our industry is constantly changing, we have seen the industry evolve over the last 70 years greatly; from new technologies, and products to portfolio management theories. Continuing education is necessary for our industry and for financial advice professional to stay current with the latest developments, skills, and new technologies. Not only that, studies have shown that continuing education can boost confidence and lead to opportunities for career advancement.

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How to talk to your clients about the 2020 election

Posted by Communications Staff on Oct 3, 2020 9:00:00 AM

With the 2020 presidential election a little over month away, are you prepared to address your clients’ needs? Fierce campaigning and near-constant media coverage can have an impact on how clients view their portfolios. Indeed, much of the focus on campaign coverage — along with the current volatility related to the COVID-19 pandemic — is on how voter finances will be impacted by whomever wins the election in November.

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The 70-Year History of Investment Consulting Part 3: 2006 - Present

Posted by Ron Surz on Oct 1, 2020 10:54:08 AM

This blog is part 3 of a three-part series covering the evolution of investment consulting. This blog explores 2006–Present.

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The 70-Year History of Investment Consulting: Part 2 - 1986-2005

Posted by Ron Surz on Sep 24, 2020 5:15:07 PM

Investment consulting has a long history that has been marked by innovations occurring about every 10 years. This blog is Part 2 of our three-part 70-Year History Series. This blog explores 1986-2005.

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Allocating Assets: Is it time to consider alternatives?

Posted by Tony Davidow, CIMA on Sep 17, 2020 10:08:25 AM

“Market participants willing to accept illiquidity achieve a significant edge in seeking high risk-adjusted returns. Because market players routinely overpay for liquidity, serious investors benefit by avoiding overpriced liquid securities and by embracing less liquid alternatives.” ― David F. Swensen, Pioneering Portfolio Management: An Unconventional Approach to Institutional Investment, Fully Revised and Updated

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The 70-Year History of Investment Consulting: Part 1 - 1950-1985

Posted by Ron Surz on Sep 15, 2020 9:05:21 AM

The Investments & Wealth Institute (formerly Investment Management Consultants Association) was founded in 1985 by eight investment consultants. The aim was to broaden public understanding of investment consulting and increase the professionalism of those providing consulting services through education, ethics, and certification. In the 35 years since our founding at lot has changed in the industry, however the Institute is only half as old as the industry itself.

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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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