Investment Sense Blog

Bernstein on 2017 Investment Landscape: What to Expect?

Posted on 03/31/2017

By Linda Corman
Special Contributor

“The bull market has a ways to run and investors are missing out if they favor defensive positioning, as many are doing,” said Richard Bernstein, chief executive officer and chief investment officer, Richard Bernstein Advisors LLC.

Charge What You’re Worth

Posted on 03/31/2017

By Linda Corman
Special Contributor

To fend off the many threats that investment advisors face—from robo-advisors to competitors reducing fees—advisors need, above all, to learn to fully describe what they do for their clients, said Andrew McFetridge, CRPC®, national sales manager for the wirehouse channel of John Hancock Investments.

Four Keys Approach to Impact Investing

Posted on 03/31/2017

By Linda Corman
Special Contributor

Five Conference-Planning Trends at the 2017 IMCA Annual Conference Experience

Posted on 03/31/2017

By Sean Walters
CAE, Chief Executive Officer & Executive Director, IMCA

Like all contemporary professions, the conference planning industry is evolving. IMCA hosts more than 4,000 attendees at our 10 conferences and seminar programs each year, so I thought I’d share a brief post on what we’re doing to evolve.

Help Clients Make Choices

Posted on 03/21/2017

By Linda Corman
Special Contributor

Today, everyone faces a dizzying array of choices across all aspects of their lives—from what kind of coffee to drink to which dating website to search, to how to invest for the future.

Seven Principles for Generating Retirement Cash Flow

Posted on 03/14/2017

By Linda Corman, special contributor

There’s no magic formula for overcoming the challenges posed by the prolonged low-interest-rate environment, longer life expectancies, and more vibrant (read expensive) lifestyles, instead “seven key principles can help optimize retirees resources,” said Matt Sommer, the head of Janus Capital Group’s defined contribution and wealth advisor services team, at IMCA’s 2017 Investment Advisor Forum.