Investments & Wealth Research

Investments & Wealth Research provides custom research describing demographic and best practice information about Institute members and how they deliver investment consulting and wealth management services. Investments & Wealth Research is distributed as a supplement to Investments & Wealth Monitor, IWI’s bimonthly educational publication.

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CGI Voice of the Advisor 2023

In a world of accelerated change driven by technology and investor needs and preferences, how are advisors thinking about the future? How will their business models need to change and evolve? In partnership with the Investments & Wealth Institute, CGI set out to gather further insights from advisors regarding digital transformation and its impact on their businesses.

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