Welcome to The Investment Sense Blog

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.

The best financial advisors aren't just market experts, they're also masters of human psychology.

Cryptocurrency is gaining mainstream acceptance and advisors need to keep up. Learn about Bitcoin, Ether, and crypto ETFs to help meet client demand and stay ahead in this evolving financial...

Exciting updates and significant recognitions are propelling the Certified Investment Management Analyst^® (CIMA^®) program to new heights in 2024, reinforcing its status as a premier certification for...

Master the art of trust-based client relationships with the new Advice and Planning Microcourse from the Investments & Wealth Institute’s Academy. Learn how to create impactful financial plans and...