A place to engage, connect and grow
The investments and Wealth Institute is your gateway into a diverse group of established and successful financial advisors, professional fund investors, and advocates within the profession. It’s made up of a community of experts and gamechangers who have come together to produce positive outcomes for themselves, their businesses and clients. Everything we offer to support your continuing competence as a practitioner is peer-selected and peer-reviewed, ensuring it will be relevant to you, and free of product pitches and conflicts of interest.
One key differentiator for the most successful practitioners is their connection to the Institute. According to independent research conducted by Cerulli Associates and Aite Group, compared to the average advisor, Institute members manage twice the assets per client, generate more than twice the revenue per client, and attract a larger share of clients’ investable assets. They are also more confident offering investment management, serve a significantly higher percentage of HNW clients, and are more satisfied with their career. (Cerulli Research, 2021; Aite Research, 2017)
Why is this? Because we are the professional community of and for Exceptional Advisors, and that includes you. As a member you will learn from each other, share best practices, develop critical business relationships and build lifelong lasting friendships.