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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Defining Wealth Management

For nearly 40 years, Investments & Wealth Institute has administered voluntary standards for financial advisors from all business models. Our personnel certifications represent professional standards for financial advisors and wealth management practitioners. But how should any standard-setter decide which knowledge, skills, and capabilities are most essential for the primary roles and jobs within a field?

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