The Institute Newsroom

IWI's report, Defining Wealth Management, defines the core knowledge and skills for professional wealth management practitioners delivering ethical advisory services.

Investments & Wealth Foundation released its 2021 Impact Report, showcasing DE&I initiatives, increased diversity in applicants, and over $344K in scholarships.

Registor for IWI's ACE Academy 2022, the premier event for wealth management professionals. Learn from industry leaders, attend workshops, and enhance your skills.

IWI's 2021 Investor Report Canada, outlines keys to adapting to changing client needs, priorities, and values—helping wealth advisors boost client loyalty.

Register for the in-person Investments & Wealth Forum in Fort Lauderdale. Gain actionable strategies for retirement planning and wealth management. Register now.

Meet new IWI board members, including Dorothy Bossung, chair-elect for 2022, who brings 40 years in the wealth advising industry and experience as vice-chair.

Enhance your digital presence with IWI's new digital badges. Display your financial expertise and stand out in the industry. Elevate your marketing game today.

Join IWI's Virtual Investment Advisors Forum 2021. Gain insights from industry experts on investment management evolution and ESG trends. Register now!

Discover IWI's partnership with Broadridge, offering advanced fiduciary education and tools to investment advisors through Fi360 training and toolkit.

Discover how IWI and APFI's strategic alliance elevates professional standards for financial and investment advisors, raising the bar for ethics and competency.