The Institute Newsroom

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.

The four-year commitment will expand access to advanced professional certifications for emerging professionals from underrepresented backgrounds.

Noel Pacarro Brown's five-layer approach to portfolio construction challenges core growth assumptions in modern portfolio theory.

The Investments & Wealth Institute CEO argues that advisory firms need to show clients not just breadth of service, but where their teams bring real depth.

The Investments & Wealth Institute Board Chair spoke with Financial Planning about how advisors can evaluate retirement certifications and manage the psychology of decumulation.