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Investment Sense Blog

Create Your Own Educational Playlist at Annual Conference Experience—ACE Nashville

Posted on 02/27/2018

Contributed by Josh Randall, Communications Department, Investments & Wealth Institute

On May 6-9, more than 1,500 of the nation's top investments and wealth professionals with gather at the Annual Conference Experience—ACE Nashville.

Give Deficits a Chance

Posted on 02/14/2018

Contributed by Linda Corman, guest contributor

Stephanie Kelton, an economics professor at Stony Brook University, argues for the use of deficit strategies when the current long-running expansion ends.

How do we Ensure that our Certifications Reflect the Needs of an Evolving Industry?

Posted on 02/08/2018

Contributed by Josh Randall, Communications Department, Investments & Wealth Institute

With investors who require increasingly complex advice, how do we ensure our certifications remain relevant and competent? Read about our latest job analysis study, and the resulting changes to the Certified Investment Management Analyst® (CIMA®) program.

Be Prepared for a Bumpy Ride as the World Order Shifts

Posted on 02/07/2018

Contributed by Linda Corman, guest contributor

Unlike 2017, a year of low volatility and solid economic growth, 2018 markets may prove to be much more disruptive.

Does Your Team Have What it Takes to Drive Growth?

Posted on 02/01/2018

Contributed by Josh Randall, Communications Department, Investments & Wealth Institute

A recent study conducted by Cerulli Associates has major implecations for advisors and firms hoping to drive success in 2018.