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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Five Client-Focused Imperatives for 2026
AS THE WEALTH management industry continues to evolve and transform, clear winners will be those advisors who cement the loyalty of top clients and attract ideal prospects who are dissatisfied with the experience their current advisors are providing.
We believe there are a few action steps that can empower you to accomplish both those objectives. Our advice is based on CEG Insights research of 1,272 investors with net worth between $100,000 and $25 million.
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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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