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Wisconsin has become the 10th state to adopt an updated North American Securities Administrators Association (NASAA) model rule recognizing the Certified Investment Management Analyst® (CIMA®)...
Research with Absolute Engagement, featured in Financial Planning, also finds that more than a quarter of clients don’t know whether their advisor holds any.
The Institute has added two new offerings to its online education portfolio, providing financial professionals with additional education on education planning for affluent families and...
In a new WealthManagement.com column, Sean Walters explains why AI makes advisor expertise and judgment more valuable, and what firms should do about it.
Initiative will support 40 CIMA® and CPWA® certification scholarships during the 2026-2027 program year.
New 2026 research finds 96% of high-net-worth clients are satisfied with their advisor, yet one-third report low-to-moderate confidence and only 54% fully understand how advanced certifications...
Eighty-two percent of advisory clients say advanced professional certifications would be important if they were looking for a new advisor today.
On “In the Nasdaq,” Walters says client confidence matters more than satisfaction and points to specialized expertise as a way for advisory teams to compete for high-net-worth clients.
Institute survey finds 68% of investors with more than $500,000 say they are more likely to refer friends or family because their advisor holds advanced professional certifications.
The Institute announced who will take the stage at Investments & Wealth Experience 2026.
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