A Tale of Times....

Ours is not a unique story. But I wanted to share a few words on how proud I am of the accomplishments of the volunteers and staff of the Investments & Wealth Institute. Maybe you are a financial advisor running a team or practice, or a fellow association executive or talent development professional running a business model that seems under assault, or you are just your everyday, average entrepreneurial LinkedIn drifter looking for real-life case studies of organizations and how they are faring in this economy. Our story is not unique, but it is a good story. It holds hope, I think.

For those of you who don't know us, the Investments & Wealth Institute is a premier professional association, education provider, and standards body for financial advisors. We deliver three advanced certifications, several assessment-based certificate programs, and a multitude of online courses, conferences, webinars, publications and other member benefits. We straddle four sectors: non-profit...

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Do not continue to let behavioral biases impact portfolio construction

Posted by Communications Staff on Jun 29, 2020 11:00:00 AM

“Experience is simply the name we give our mistakes.” Oscar Wilde

Don’t continue to let behavioral biases impact portfolio construction. By acknowledging that advisors are subject to many of the same behavioral biases as clients new report, Mitigating the Impact of Advisors’ Behavioral Biases, will show advisors how they can improve their portfolio construction and management processes.

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Topics: investments, wealth, retirement, retire, financial advisors

Breaking Down the E, S and G in ESG

Posted by Tony Davidow, CIMA on Jun 24, 2020 12:47:50 PM






-Tony Davidow, CIMA®,  President & Founder T.Davidow Consulting, LLC

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Topics: ESG

Continuing Education Can Help Increase Employee Productivity and Retention and Create Organizational Happiness in the Long Run

Posted by Communications Staff on Jun 15, 2020 3:04:11 PM

Many experts agree that meaningful and valuable training not only increases morale but has a significant impact on the productivity of their advisors. In fact, the research group Gallup, found that one of the most important factors in creating a “high-performance workplace” is creating a culture that values the growth of individuals.

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Topics: investments, wealth, retirement, financial advisors

Mitigating the Impact of Advisors’ Behavioral Biases

Posted by Communications Staff on Jun 10, 2020 4:05:00 PM

New White Paper by Charles Schwab Investment Management in collaboration with the Investments & Wealth Institute and Cerulli Associates, is now available.

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Topics: investments, economy, economics, wealth, retirement, financial advisors

Understanding and Embracing ESG Investing

Posted by Tony Davidow, CIMA on May 22, 2020 11:32:23 AM


"There is a narrative that ESG investing comes at a price – lagging performance relative to an unconstrained portfolio. The data does not support that contention, and in fact shows that these strategies often outperform the overall market. Many advisors have a naïve assumption that all Sustainable investing strategies screen and weight securities the same way. Of course, this flawed assumption couldn’t be further from the truth."

- Tony Davidow, CIMA® President and Founder of T.Davidow...

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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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We encourage you to read the latest posts, share content with colleagues and peers, and let us know what you think. You can comment on a blog post or email us at communications@i-w.org with feedback.

Have ideas for future topics or interest in submitting a blog post? Email us at communications@i-w.org to let us know.