InvestmentSense

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.

“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.

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.

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...

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

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: