If the Service Is Free, Then You’re the Product

There’s no shortage of free information out there. It’s everywhere you turn these days—social platforms, data, products, education, news, content. The sources of such information compete for your clicks, and then it’s not about adding objective value anymore. It’s about telling a story—a narrative that inevitably favors the owners’ interests over the users. But as historian and political commentator Niall Ferguson ironically explained at Schwab’s 2018 IMPACT conference in Washington, DC: "The owners become fantastically wealthy. And the users don’t realize that if the service is free, then they’re the product."

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Topics: Insider, financial advisors

The Rise of The Models

Posted by Tony Davidow, CIMA on Feb 11, 2020 10:33:17 AM

 

 

"No, I’m not referring to the next Star Wars prequel – but rather a transformation in the manner in which advisors provide investment advice."

  • - Tony Davidow

 

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Topics: Insider

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

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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