Welcome to The Investment Sense Blog

News and Insights for Today’s Exceptional Advisors

The Investments & Wealth Institute understands the unique challenges financial advisors and wealth management professional face in differentiating themselves in a competitive market. The Investment Sense Blog is geared to contribute to your personal edge — providing insights and making sense of industry trends and breaking news, while also covering the latest Institute developments, including our premier certifications, leading conferences, and innovative online learning opportunities.

Who Certifies the Certifier? Making a Case for Accreditation

Posted by Sean Walters, Chief Executive Officer, Investments & Wealth Institute

Friday, April 22, 2022

2020 served as a new Renaissance for learning & development. But like all periods of great expansion, there are opportunists whose efforts degrade the field, rather than improve it. This article is...

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The Risks of Retirement

Posted by Robert Powell, Editor-in-Chief, Investments & Wealth Institute Retirement Management Journal

Friday, November 05, 2021

What are the risks that advisors who hold the RMA certification discuss most with their clients and what steps do they take to manage and mitigate those risks?

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Point & Click Credentials

Posted by Sean Walters, Chief Executive Officer, Investments & Wealth Institute

Tuesday, January 19, 2021

2020 served as a new Renaissance for learning & development. But like all periods of great expansion, there are opportunists whose efforts degrade the field, rather than improve it.

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Defining ESG Investment: Strategies for Asset Management

Posted by Tony Davidow, Senior Alternatives Investment Strategist, Franklin Templeton Institute

Wednesday, June 24, 2020

Learn how investment advisors can put Environmental, Social, and Governance research into practice and help their clients embrace ESG-driven investment strategies.

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