Meet—and exceed—client expectations by utilizing a variety of tools and strategies to add value, rather than just working harder.
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...
The Investments & Wealth Institute presented five prestigious awards at its 2019 Annual Conference Experience in Las Vegas on May 7, 2019.
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.
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...