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Advanced Analysis for Today’s Savvy Advisors

Read expert thinking on the relevant topics that impact your business along with updates from IWI that will keep you up to speed on important happenings at your professional association. Industry experts—practitioners, academics and industry thought leaders—will provide the latest thinking on today’s important topics, and you’ll hear from Institute volunteers and staff on association news that impacts your membership and certification.

Investments & Wealth Monitor — Beyond the False Dichotomy of Active Versus Passive

Posted by Joe Bish, Communications Manager

Tuesday, July 09, 2024

In the May/June 2024 edition of Investments & Wealth Monitor, author Apurva Schwartz reviews the long-standing debate between active and passive investment strategies, and explores how they can...

The Role of Continuing Education in Competency Assurance

Posted by Sean Walters, Chief Executive Officer

Thursday, October 08, 2020

CE is required for renewal of IWI financial advisor certifications. Learn the role of CE in assuring competency and credibility in the financial services industry.

Moving Financial Certifications Online: IWI's Covid Response

Posted by Sean Walters, Chief Executive Officer

Monday, July 27, 2020

Sean Walters, IWI's CEO, provides transparency into our Covid response and our rapid shift to online certifications, hybrid events, and virtual learning experiences.

The Rise of The Models

Posted by Tony Davidow, Senior Alternatives Investment Strategist, Franklin Templeton Institute

Tuesday, February 11, 2020

While asset allocation model portfolios have been around since the early 1990s, they’ve evolved a great deal over the past couple of decades. Asset allocation model portfolios can now be total return...