Latest news with #Institute
Associated Press
20 hours ago
- Business
- Associated Press
The Investments & Wealth Institute Unveils Keynote Speakers for 2025 Strategy Forum in NYC, November 17-18, 2025
DENVER, CO / ACCESS Newswire / July 29, 2025 / The Investments & Wealth Institute ('the Institute'), the premier professional association, education provider, and standards body for financial advisors and wealth managers, today announced the keynote speakers for its 2025 Strategy Forum, taking place November 17-18, 2025, at the New York Marriott Marquis. The Institute's Strategy Forum is tailored for advanced practitioners focused on serving high-net-worth clients at the highest level. Built on the theme Building Resilient Portfolios During Volatile Times, this two-day event offers a focused, high-impact environment. It is designed not for passive listening, but for practical insight and strategic exchange among peers. Attendees can expect a blend of academic rigor, applied learning, and curated peer connection. This year's program features a dynamic lineup of world-renowned thought leaders and academic experts delivering cutting-edge insights in behavioral finance, portfolio construction, and high-net-worth client strategy. Confirmed keynote speakers include: 'Strategy Forum is designed for advisors who want to think more critically, lead more confidently, and stay ahead of what's shaping the future of wealth management,' said Sean Walters, CEO at the Investments & Wealth Institute. 'What makes this event stand out is the depth of dialogue and the caliber of the people in the room. It's not just about hearing from experts; it's about exchanging ideas with fellow practitioners who are operating at the top of their field.' While attendees can earn more than 25 hours of premier continuing education (CE) credit by combining in person and archived participation, the event is purposefully built to go beyond credit accumulation. Strategy Forum delivers strategic content through real-world case discussions, hands-on workshops, and peer-led exchanges. Average AUM of the 2024 advisor attendee was consistent with the IWI member average, or $601 million (CEG Insights member profile, 2025). The number of sponsors is capped at one firm for every 20 attendees to maximize the networking for both firms and individuals. Attendees can expect to leave with implementable strategies and lasting professional connections. Early-bird registration is open through October 10, 2025. For more information and to register, visit Strategy Forum 2025. About the Investments & Wealth Institute Founded in 1985, Investments & Wealth Institute is the premier professional membership association, education provider, and credentialing body for financial service professionals and advisors serving high-net-worth clients. Through its award-winning events, publications, courses, and acclaimed certifications - Certified Investment Management Analyst® (CIMA®), Certified Private Wealth Advisor® (CPWA®), and Retirement Management Advisor® (RMA®) certifications - the Institute delivers Ivy League-quality, highly-practical education to more than 30,000 practitioners annually in over 40 countries. Members of the Institute embrace excellence and ethics in applying a broad set of knowledge and skills in their daily work with clients. Its dynamic community includes some of the industry's most successful investment consultants, advanced financial planners, and institutional asset managers, all committed to excellence, ethics, and continuous professional growth. MEDIA CONTACT: Joe Collins River Communications 50 South Buckhout Street, Suite G104 Irvington, NY 10533 Tel: 914.686.5599 Cell: 914.582.4523 [email protected] SOURCE: Investments & Wealth Institute press release
Sharjah 24
3 days ago
- Business
- Sharjah 24
SIH explores cultural cooperation with Zanzibar
Leadership of the delegation The delegation was headed by His Excellency Dr Abdul Aziz Al Musallam, Chairman of the Sharjah Institute for Heritage, and accompanied by His Excellency Saleh Ahmed Saif Al-Hemeiri, Consul General of the United Arab Emirates to the United Republic of Tanzania in Zanzibar. They were received by His Excellency Dr Aboud Suleiman Jumbe, Principal Secretary of the Zanzibar Ministry of Tourism and Heritage. Enhancing cultural and tourism cooperation The visit included discussions on prospects for bilateral cooperation through the implementation of cultural initiatives and training programmes, as well as documentation projects that contribute to highlighting Emirati and Zanzibar heritage on the international stage. The meeting also addressed ways to support cultural tourism as a fundamental pillar of sustainable development. International partnerships for heritage preservation His Excellency Dr Abdul Aziz Al Musallam emphasised that this visit falls within the Institute's strategy to expand regional and international partnerships, enhance knowledge exchange in the fields of preserving intangible cultural heritage, and support institutional efforts to preserve and transmit it to future generations. UAE–Zanzibar cultural commitment For his part, His Excellency Consul General Saleh Ahmed Saif Al-Hemeiri praised the depth of the cultural partnership between the two sides, noting the UAE's commitment to developing bilateral relations with Zanzibar, particularly in the tourism, education, and creative industries sectors. Outlook for Future Initiatives His Excellency Dr Aboud Suleiman Jumbe explained that this visit represents an extension of the growing bilateral relations, which witnessed a strong boost following the visit of His Excellency Dr Hussein Ali Mwinyi, President of Zanzibar, to the UAE in January 2022. He emphasised that the next phase will witness the launch of new initiatives that enhance cooperation in the fields of culture, tourism, and cultural diplomacy.
Yahoo
6 days ago
- General
- Yahoo
13 Behaviors That Reveal Someone Is Classless
Navigating social spaces can be tricky, especially when you're trying to maintain a sense of class and dignity. Sometimes, it's the subtle behaviors that give away a lack of sophistication. Whether it's a seemingly small gesture or a glaring lack of tact, the signs can be quite telling. Here are 13 behaviors that reveal someone might be a little rough around the edges. As you read, consider how these behaviors manifest and if you've encountered them in your own social circles. 1. They Have Bad Table Manners Your dining habits can reveal a lot about your upbringing and social awareness. Poor table manners, like eating noisily or using utensils incorrectly, can be off-putting and suggest a lack of refinement. These habits can distract from the meal and make others feel uneasy about sharing a dining experience with you. Etiquette expert Emily Post's Institute highlights that good manners are about consideration for others and making dining experiences pleasant for everyone involved. Maintaining proper table manners shows respect for your dining companions and the environment. It's not just about following rigid rules, but about ensuring a comfortable atmosphere for everyone at the table. Small gestures, like using a napkin properly or waiting for everyone to be served before starting, go a long way. Paying attention to these details can elevate your dining experience and reflect positively on your character. Practicing good table manners is a simple yet effective way to display class. It's about making the dining experience enjoyable for both you and others. 2. They Disregard Dress Codes Dress codes, whether stated or implied, play an important role in social settings. Disregarding these guidelines can make you stand out in all the wrong ways, suggesting a lack of awareness or respect for the occasion. The way you present yourself speaks volumes about how seriously you take the event and the people attending it. People who value class understand the importance of dressing appropriately and adhering to the expected norms. It's about showing respect for the host and the effort put into organizing the event. Ignoring dress codes can create a disconnect between you and the other attendees, making it difficult to blend in or engage comfortably. Dressing appropriately doesn't mean sacrificing personal style; it's about finding a balance that respects the occasion and reflects your personality. Take the time to understand the context and adjust your attire accordingly. Doing so demonstrates a sense of social awareness and respect for those around you. The right outfit can project confidence and respect, hallmarks of a classy demeanor. 3. They Brag Non-Stop While it's natural to want to share your achievements, excessive bragging can come off as self-centered and insecure. People who constantly boast about their successes often leave others feeling alienated or diminished. This behavior can signal a need for validation or an overinflated sense of self-importance. Instead, people who handle themselves with class know how to share accomplishments modestly and gracefully. They understand that true confidence doesn't need constant affirmation. Bragging can also disrupt conversations, shifting the focus solely onto the bragger rather than fostering a balanced dialogue. To maintain a sense of class, focus on humility and let your achievements speak for themselves. Acknowledge the contributions of others and celebrate their successes alongside your own. This approach builds stronger relationships and leaves a positive impression. Remember, a little humility goes a long way in demonstrating sophistication. 4. They Use Foul Language Language is a powerful tool, and the words you choose can greatly impact how others perceive you. Frequent use of foul language can be jarring and suggest a lack of self-control or respect for the audience. While everyone lets a swear word slip occasionally, excessive profanity can overshadow your message and alienate those around you. People who conduct themselves with elegance understand the importance of articulate communication. They choose their words carefully, knowing the impression they leave behind. Moreover, using foul language can close doors to meaningful conversations and connections. It can make others hesitant to engage with you, fearing discomfort or offense. Instead, practice expanding your vocabulary and expressing your thoughts more creatively. This not only enriches your conversations but also reflects a higher level of intellect and respect for your audience. Mindful language choices are a hallmark of someone who values class. 5. They Don't Listen, They Talk When you're having a conversation, there's nothing more frustrating than being cut off mid-sentence. People who frequently interrupt others often reveal a lack of patience or respect for the person speaking. They appear more interested in asserting their own opinions than engaging in a genuine exchange. According to a study by Dr. Michael Kraus from Yale University, interruptions can also signify dominance and a power play in social interactions. Being mindful of your conversational habits can make a big difference in how you're perceived. It's not just about being polite; it's about showing that you value the other person's voice. When you interrupt, it can make people feel disregarded and unimportant. Instead, focus on listening actively and waiting for the right moment to contribute your thoughts. This demonstrates maturity and respect, qualities that are foundational to maintaining a sense of class. Remember, effective communication is a two-way street. 6. They Complain About Everything Everyone has bad days, but constantly airing grievances can wear thin on those around you. Chronic complainers often come across as negative and ungrateful, casting a shadow over even the most upbeat interactions. This behavior can suggest a lack of resilience and an inability to find the silver lining in situations. It's essential to strike a balance between expressing genuine concerns and indulging in a never-ending gripe session. Try to focus on solutions rather than dwelling on problems to exude a more positive and classy demeanor. Moreover, constant complaining can be contagious, spreading negativity like wildfire. It can pull the energy of a group down, making social gatherings less enjoyable for everyone involved. Instead, practice gratitude and shift your focus to positive aspects, no matter how small. This change in perspective not only improves your outlook but also positively influences those around you. A positive attitude is a mark of someone who handles themselves with grace. 7. They Overshare Personal Details In an age where sharing is often encouraged, knowing where to draw the line is vital. People who overshare can make others feel uncomfortable, as they divulge personal details better left private. This tendency can signal a lack of social awareness and boundaries, leaving a lasting impression for all the wrong reasons. According to psychologist Dr. Susan Krauss Whitbourne, oversharing can stem from a need for validation or a lack of self-awareness. Being discerning about what to share and with whom is crucial in maintaining a sense of class. It's not just about the content but the context and the timing. Oversharing in the wrong setting can make others awkward and hesitant to continue the conversation. It's essential to gauge your audience and the situation before diving into intimate details. Save deeper conversations for trusted friends or private settings, where people are more receptive. Discretion is a key component of sophistication and respect. 8. They're Chronically Late Time is a precious commodity, and chronic lateness can disrupt plans and demonstrate a lack of consideration for others. When you're always late, it sends a message that you prioritize your time over everyone else's. This behavior is not only frustrating but also disrespectful to those who have made an effort to be punctual. People who value class are mindful of their schedules and strive to be on time. It's about showing respect and appreciation for the people you're meeting. Being late occasionally is understandable, but habitual tardiness suggests poor time management. It can strain relationships and paint you as unreliable. To combat this, plan ahead and account for potential delays in your schedule. Being punctual shows that you value and respect the time of others, a key element of maintaining class. Remember, timeliness is a form of politeness that leaves a positive impression. 9. They Miss Social Cues Navigating social interactions requires a keen sense of awareness and the ability to read social cues. Ignoring these signals can lead to awkward encounters and suggest a lack of social finesse. When people miss cues, it can indicate a lack of self-awareness or an inability to empathize with others. Research by Dr. Simon Baron-Cohen, a professor at the University of Cambridge, indicates that understanding social cues is linked to empathy and emotional intelligence. Being attuned to the unspoken elements of conversation can enhance your interactions and project class. Recognizing social cues involves paying attention to body language, tone, and context. It's about knowing when to speak up and when to listen, maintaining a balanced and respectful dialogue. Ignoring these cues can lead to misunderstandings and discomfort for both you and others. By honing your ability to read these signals, you demonstrate a higher level of social intelligence. This skill allows you to navigate conversations gracefully and leave a positive impression. 10. They Talk Too Loudly In Public Volume control is essential, especially in public spaces where other people are present. Speaking loudly can be disruptive and draw unwanted attention, making everyone around you uncomfortable. It can come off as inconsiderate and lacking in self-awareness, traits that are far from classy. People who handle themselves with dignity understand the importance of adjusting their volume to suit the environment. It's about respecting shared spaces and those who occupy them. Moreover, speaking loudly can make it difficult for others to focus on their own activities, leading to frustration and annoyance, whether you're on a phone call or chatting with a friend. Maintaining a moderate volume shows consideration for others. It's about blending into the environment rather than overtaking it. Remember, being noticed for your poise and respect is far more admirable than being remembered for being loud. A lower volume often indicates a higher level of sophistication. 11. They Never Say Thank You Gratitude is a simple yet powerful way to show appreciation and respect. Failing to thank others for their efforts or kindness can suggest entitlement or a lack of awareness. Saying "thank you" acknowledges the value of someone's actions and fosters goodwill in relationships. People who embody class make gratitude a habit, understanding its importance in every interaction. It's a small gesture that can leave a lasting positive impression. Thanking others is not just about manners but about recognizing their contributions to your life. Whether through a verbal acknowledgment, a written note, or a simple text, expressing gratitude shows you don't take others' efforts for granted. This practice strengthens relationships and encourages a culture of kindness and appreciation. By making gratitude a regular part of your interactions, you demonstrate thoughtfulness and respect. These qualities are fundamental to maintaining a sense of class. 12. They Speak Ill Of Others Gossip and speaking ill of others can be detrimental, both to those involved and to your own reputation. This behavior suggests a lack of integrity and respect for the privacy and dignity of others. Engaging in negative talk can foster an environment of mistrust and hostility, turning people away. People who value class avoid these conversations, focusing instead on uplifting and positive interactions. They understand that building others up, rather than tearing them down, is a mark of character. Moreover, speaking ill of others often reflects poorly on the one doing the talking. It can create a negative perception and make others wary of confiding in you, fearing they'll become the next topic of conversation. To maintain a sense of class, steer clear of gossip and focus on constructive dialogues. By doing so, you foster an atmosphere of trust and respect, elements that enhance any relationship. Emphasizing positivity and integrity sets a strong foundation for classy conduct. 13. They Dismiss Others' Opinions In any discussion, respecting differing viewpoints is crucial. Being dismissive of others' opinions suggests arrogance and an unwillingness to engage in meaningful dialogue. This behavior can hinder constructive conversations and create a divide between you and those around you. People who embody class value diverse perspectives and approach discussions with an open mind. They listen actively and engage thoughtfully, even when disagreeing. Being dismissive not only shuts down conversation but can also alienate those who wish to share their views. Instead of disregarding differing opinions, invite discussion and seek to understand the reasoning behind them. This openness to diverse perspectives enriches conversations and demonstrates respect for others' experiences and insights. Keeping an open mind and valuing dialogue are key components of classy behavior. By embracing this approach, you foster a culture of respect and inclusivity. Solve the daily Crossword
Korea Herald
22-07-2025
- Business
- Korea Herald
12th Milken Institute Asia Summit To Be Held in Singapore, Spotlighting Progress with Purpose Amidst Global Uncertainty
Over 1,500 CEOs, policymakers, entrepreneurs, investors, and government leaders are expected to join the Institute's annual Asia Summit in October. SINGAPORE, July 22, 2025 /PRNewswire/ -- The Milken Institute announced today the return of its Asia Summit in Singapore, to take place October 1–3. The annual Summit will be held at the Four Seasons Hotel and is expected to welcome top leaders and senior executives across government, business, technology, and finance. Over three days of tailored programming, this year's agenda focuses squarely on the fragmented new world order and the rapidly intensifying global geopolitical tension, seeking optimism through gainful partnership and fostering purposeful, progressive collaboration. The theme of this year's Summit— Progress with Purpose: Collaboration Amid Complexity —accentuates the region's rapidly evolving landscape, marked by the backdrop of geopolitical fragmentation, the rise of unilateralism, and the sluggish global economic stagnation. Amid this tumult, with over 1,500 prominent leaders, experts, investors, and asset allocators in attendance, the Summit seeks to chart a course for purposeful progress and encourage collaboration through compelling panel discussions, fireside conversations, and private roundtables. Distinguished guests in attendance will be able to engage and interact with global leaders and luminaries through carefully curated networking sessions and private discussion dialogues. All public panel discussions will also be broadcast live on the Milken Institute's website, making the content accessible to audiences around the world. "In a world where geopolitical realignments and geoeconomic fragmentation are redefining the rules of engagement, Asia remains a dynamic force, both adapting to, and shaping the contours of global growth. The region's strategic relevance is no longer just about scale, but about its agility in navigating complexity, from reconfiguring supply chains to leading in digital innovation and capital formation." said Laura Deal Lacey, Executive Vice President of International at the Milken Institute. "As the world enters a new phase of globalization—less uniform, more regional, and increasingly multipolar—the 12th Milken Institute Asia Summit serves as a critical platform for connecting decision-makers who aren't just reacting to change but want to collaborate. Our ambition is to spark conversations and connections that lead to long-term investment, innovation, solve regional challenges and drive shared prosperity." Since establishing its Asia headquarters in Singapore in 2014, the Milken Institute has made significant commitments to the region. The Institute's engagements in Asia included the launch of its Global Dinner Dialogues in South Korea, two editions of the Global Investors' Symposium in Hong Kong, and the publication of research reports, whitepapers, and its Financial Innovations Lab that focused on bridging financial, health, and technological gaps in Asia. Most recently, the Institute inked a Memorandum of Understanding with the Singapore Tourism Board to anchor the Asia Summit in Singapore from 2026 to 2028. "The Asia Summit is the annual gathering in Singapore where delegates and panelists interact to discuss policy and politics that impact major investment decision," said Robin Hu, Asia Chair at the Milken Institute. "ASEAN states are pursuing strategic ambiguity with remarkable discipline. While economic interdependence between China and ASEAN remains robust, the region is also central to U.S. Indo-Pacific strategy. The result is a dynamic contest for influence, where local actors have become highly adept at managing external pressures." For information about the 12th Milken Institute Asia Summit, please visit For sponsorships, partnership engagements, and program collaborations, please email asia@ For media inquiries or to apply for press credentials at the event, please reach out to Yeen Chong at ychong@ About the Milken Institute The Milken Institute is a nonprofit, nonpartisan think tank focused on accelerating measurable progress on the path to a meaningful life. With a focus on financial, physical, mental, and environmental health, we bring together the best ideas and innovative resourcing to develop blueprints for tackling some of our most critical global issues through the lens of what's pressing now and what's coming next. For more information, visit About Milken Institute International Milken Institute International extends the reach and impact of Milken Institute programs, events, and research by focusing on the role that health, finance, and philanthropy play in addressing social and economic issues around the world. We leverage the Institute's global network to tackle regional challenges and integrate regional perspectives into developing solutions to persistent global challenges. For more information, visit
Associated Press
21-07-2025
- Business
- Associated Press
More Americans shift money from checking and savings to accounts with investment income, study says
WASHINGTON (AP) — New research finds that more Americans are shifting their money from checking and savings accounts into financial vehicles that pay an investment income — a trend that helps to explain the resilience of the U.S. economy after a bout of high inflation and recent uncertainty due to tariffs. The analysis by JPMorganChase Institute examined the accounts of 4.7 million households and found that people's total cash reserves are increasing when including new amounts going into brokerage accounts, money market funds and certificates of deposit to assess people's well-being. Inflation-adjusted cash balances in checking and savings accounts 'remain low with a flat-growth trajectory,' but since the middle of 2024 total cash reserves have been increasing and approaching historical growth trends once the additional accounts are included, the analysis said. 'Families across many income bands are now seeing a turnaround in their total cash,' said Chris Wheat, president of the institute. Wheat said it had been 'hard to square the circle' of consumer spending staying strong despite the lack of growth in checking and savings accounts, an issue that can now be explained by people in a higher-interest rate environment shifting more money into accounts that yield investment returns. He said people appear to be using the other accounts to manage their cash, rather than simply making long-term investments. Wheat cautioned, however, that the trend might be short term and that the institute doesn't have a basis yet as to whether it will continue. The analysis also found that households with incomes generally lower than $35,000 had their total cash balances increase at an annual rate of 5% to 6%. The lowest income quartile tend to have checking and savings account balance of just over $1,000, while the median balances of the highest income quartile are above $8,000.
