Investment Sense Blog

Denver DA’s Office and Colorado AAG speaks on financial elder exploitation and how financial advisors can help

Posted on 12/19/2018

Fraud against the senior population is an unfortunate reality, but there are ways financial advisors can help prevent this type of crime. 

Exceptional Advisor Podcast Launches – Listen now!

Posted on 10/19/2018

The Investments & Wealth Institute (formerly IMCA®) launched a new Exceptional AdvisorTM Podcast series last week at the Wealth Advisor Forum in Chicago, IL. The podcast series provides investment and wealth management professionals the latest information on how advisors can better serve their clients, differentiate themselves from the competition, and improve their ability to communicate the competencies that make them exceptional. Listeners will enjoy interviews with some of the world's leading financial services experts and practitioners.

Janus Henderson Investors’ Matt Sommer, Thornburg Investment Management’s Jan Blakely, and financial writer, Sarah Grillo among speakers discussing how advisors can best handle the Great Wealth Transf

Posted on 10/03/2018

A new generation of investors brings new attitudes and expectations to the wealth management industry, while at the same time advisors are aging and leaving the industry faster than firms are replacing them. Learn how these two demographic trends disrupt established client-advisor relationships and how you can best handle the expected $30 trillion wealth transfer expected over the next few decades at the Investments & Wealth Institute® (formerly IMCA®Focus on Advising the Great Wealth Transfer seminar, November 15, 2018 at the Pointe Hilton Tapatio Cliffs Resort in Phoenix, AZ.

Join the Institute in Chicago for the Wealth Advisor Forum, Oct. 8–9 in Chicago

Posted on 09/18/2018

Contributed by Investments & Wealth Institute Communications Department

As a wealth management professional you know the more money a client has, the more work it takes to maintain, preserve or grow those assets.

How to Better Serve the Non-Profit Sector – New Course Available

Posted on 09/11/2018

Non-profits, endowments and foundations have unique sets of challenges and goals in addition to abiding by differing sets of rules and tax codes. Seeing this gap in curriculum, a new online course, Endowments & Foundations Consulting, is now available from Investments & Wealth Institute® (formerly IMCA).

Part One: Vikram Mansharamani on the Four Transitions Explaining Today’s Economic Climate in the U.S.

Posted on 08/21/2018

Contributed by: Investments & Wealth Institute Communications Department

“There are four major transitions underway which explain virtually all of the dynamics we face in the U.S. economy today,” said Vikram Mansharamani, Ph.D., LinkedIn’s “#1 Top Voice in Money, Finance, & Global Economics,” and a recent guest speaker, at the Investments & Wealth Institute Annual Conference Experience—ACE Nashville.

Shifting Client Conversations from Yield to Cash Flow

Posted on 08/09/2018

Contributed by: Matt Sommer, CFP®, CFA®, CPWA®

When meeting with financial advisors, we’re consistently hearing concerns that retirees may feel challenged to generate sufficient income to meet everyday expenses in this low-interest-rate environment. As a result, they may be tempted to pursue certain high-yielding investments, without fully understanding their associated risks.

New Issue of Investments & Wealth Research Demonstrates Significant Return on Investment for Advisors Earning Professional Certifications

Posted on 08/02/2018

Contributed by:  Investments & Wealth Institute Communications Department.

With the industry’s abundance of “alphabet soup” certification options, and your finite amount of time and resources, how do professionals choose the right certification to grow their advising business and best benefit their clients? The latest issue of Investments & Wealth Research (Issue 3, 2018) explores this topic and provides direction.

The Case Against Internal Designations

Posted on 07/31/2018

Contributed by: Sean Walters, CAE, Chief Executive Officer, Investments & Wealth Institute

It is the responsibility of any responsible employer to hire good people and then equip them with training, education and resources so they can be successful in their role.

A Business of Relationships: Leveraging Emotional Intelligence to More Effectively Engage Clients — Daniel Goleman

Posted on 07/26/2018

Contributed by: Investments & Wealth Institute Communications Department

Financial advising requires a unique mix of traditional intelligence and emotional intelligence, according to Daniel Goleman, internationally known psychologist and best-selling author of Emotional Intelligence: Why it Can Matter More Than IQ.