Investment Sense Blog

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.