Welcome to The Investment Sense Blog

Discover how AI-driven investment opportunities, including data center growth and thematic ETFs, could reshape portfolio strategies and empower clients in today’s evolving market.

Hyper-personalization, powered by AI and predictive analytics, is transforming financial advice into a dynamic, real-time, and deeply individualized client experiences.

As demand for multicultural financial guidance grows, facilitating the professional development of underrepresented advisors is crucial.

Younger investors show affinity for a wide array of alternatives assets. How should advisors adapt to this generational shift?

Go beyond traditional credit ratings with in-depth high-yield bond analysis and provide clients with a clear understanding of risks and opportunities.

AI tech is evolving rapidly. Could it eventually enable more frequent and accurate valuations of illiquid alternative assets?

More and more people are living longer - and its raising the stakes around retirement planning.

The lines between traditional asset managers and alternative investment specialists continue to blur.

It is not easy to win a "Wealthie," but in 2024, the Investments & Wealth Academy did exactly that — with a transformative, engaging, multi-modal educational platform.

Standing behind every CIMA^® certified professional is a team of industry experts dedicated to excellence and ethics.