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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The Opportunity in Front of You: Capturing Wallet Share
It's no secret that one of the most effective and efficient ways for advisors to gather more assets and generate additional revenue is to manage a greater share of their existing affluent clients’ wealth.
The reason: A wallet-share based approach allows advisors to focus on the assets already in front of them rather than constantly hunting for new prospects.
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The 2025 Team & Business Leader Study
Earlier this year, the Institute partnered with CEG Insights to study how advanced certifications shape advisor and team performance.
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