Advisor Price Pressure—Work Smarter, not Harder

Meet—and exceed—client expectations by utilizing a variety of tools and strategies to add value, rather than just working harder.

Read More

Topics: investments, economics, wealth

#DYK? The Certified Private Wealth Advisor (CPWA) Certification Exam is Changing - What you need to know

Posted by Communications Staff on Jul 9, 2019 9:03:00 AM

CPWA Certification Exam changes reflect an evolving profession and the advanced knowledge and skills required by practitioners to deliver prudent, ethical wealth management to HNW clients.

This past spring the Investments & Wealth Institute (Institute) conducted a job task analysis on what wealth advisors need to know in order to provide the most relevant and valuable services to high net worth clients. The Institute regularly conducts a job task analysis to ensure that initial and ongoing...

Read More

Topics: investments, wealth

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.

Read More

Topics: Insider, investments, wealth

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.

Read More

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.

Read More

Topics: investments

Expect a Roller-Coaster With Split Government — Andrew Friedman

Posted by Linda Corman, guest contributor on Apr 9, 2019 3:39:35 PM

The newly split government is not likely to produce any significant legislation, but it will probably fuel heightened volatility in the markets, according to Andrew Friedman, founder and principal of The Washington Update. Friedman was a key speaker at Investments & Wealth Institute’s recent Investment Advisor Forum.

Read More

Topics: investments, economics

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.   

 

Subscribe Here!

Recent Posts

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.