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 Impact of Certification on a Financial Advisor's Success: The Investments & Wealth Institute Difference
Advanced certifications have become crucial tools in financial advisors’ efforts to differentiate themselves in the eyes of affluent clients and prospects, as well as to deliver the value and results those investors have come to expect and demand. These certifications provide both the technical expertise and the professional credibility that advisors need to attract, serve, and retain ideal clients.
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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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