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 Advisor–Client Disconnect: Closing the Gaps That Are Stifling Success
Advisors today have never been more credentialed, experienced, or equipped to deliver tremendous value to their clients and build hugely successful practices. Yet organic growth in wealth management has stalled.
It’s not because advisors aren’t making the effort to attract new clients and capture additional assets from existing ones. Instead, it’s because client preferences and expectations have evolved, causing some fundamental strategies that once worked well for advisors to falter.
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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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