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

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.

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Topics: investments, economics

Lowered Returns Demand Lowered Expectations — Richard Marston

Posted by Linda Corman, guest contributor on Apr 3, 2019 3:12:13 PM

The robust returns of the postwar decades are history and alternative investments can’t make up the difference, so investors need to adjust to a new world of lower returns, according to Richard Marston, a finance professor at The Wharton School of the University of Pennsylvania. Marston was a principal speaker at Investments & Wealth Institute’s recent Investment Advisor Forum.

Spending plans for retirement and endowments up until recently have been based on returns attained in the five decades...

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Topics: investments, wealth, retirement

Making Cobots Your Allies — Malcolm Frank

Posted by Linda Corman, guest contributor on Mar 21, 2019 3:57:04 PM

Artificial intelligence has staggering capabilities already, and, as astounding as they are, they are going to increase exponentially in the next few years.

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Topics: investments, economy, A.I.

What to Expect From Annual Conference Experience—ACE

Posted by Communications Staff on Mar 15, 2019 1:41:20 PM

More than 1,500 advisors from across the nation will gather for the Investments & Wealth Institute 2019 Annual Conference Experience—ACE, May 5–8, 2019, at the ARIA Resort & Casino in Las Vegas. This industry-acclaimed conference is packed with investment and wealth management thought leaders and includes numerous industry experts and innovators. This year’s conference will feature seven general sessions led by:

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Topics: investments

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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