Investments & Wealth Institute

We are the premier source for wealth, investment and retirement advising news, podcasts, publications, ultra-current industry webinars, CE events, certifications, and more! IWI’s newest member benefit: The HIVE is our online community that provides all the buzz financial professionals are looking for. From white papers on the most relevant topics, IWI publications to keep you aware of best practices, opportunities for connection with fellow members through thoughtful dialogue and year-round knowledge centers to get your questions answered. Explore, collaborate and contribute today! We welcome you to take a deeper look at all the Investments & Wealth Institute has to offer. Whether you are an advanced investment and wealth professional, a high-performing member of a team, an aspirational advisor looking to improve client outcomes, a financial planner looking to go beyond planning, a career changer trying to understand the investment consulting process, a lifelong learner who is looking for Ivy League-quality education that is also practical, an advisor who is struggling with the unique needs of high-net-worth clients, or an individual or institutional investor searching for a new advisory relationship, you have come to the right place.