Exceptional Advisors Understand Investment Client Needs

Exceptional advisors bring advanced and sophisticated capabilities to their practice, and they also know how to demonstrate their value to their clients.

In developing our Exceptional Advisor initiative, Investments & Wealth Institute draws from client research fielded by AbsoluteEngagement and sponsored by Capital Group. The survey gathered input from 585 high-net-worth U.S. investors with investable assets of at least $500,000. These mass-affluent investors work with a financial advisor and contribute to financial decision-making in the household to help determine how advanced, voluntary designations or credentials support meaningful differentiation among advisors.

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Research Studies

The Investments & Wealth Institute regularly partners with outside organizations to conduct research on different topics impacting advisors and their clients. Understanding the results of this research will help you to understand what clients value and how to best market yourself.

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Defining the Future of Investment Advice

Industry dynamics and Certified Investment Management Analyst® (CIMA®) job analysis study was conducted in partnership with Human Resources Research Organization. This study explores the process and outcomes of a job analysis of 2,050 investment professionals worldwide to determine the advanced competencies professionals need to deliver the highest level of investment advice.

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Building High-Net-Worth Knowledge Through the CPWA Certification

This study examines how Certified Private Wealth Advisor® (CPWA®) certification correlates with superior levels of advisor knowledge and success. Fielded by the Aite Group, the study gathered input from 436 advisors, including 77 with a CPWA® certification.

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High-Performing Advisor Teams

Conducted in partnership with Janus Henderson Investors by Cerulli Associates, this study takes a close look at the advantages of working in a team and the distinguishing factors of the most productive teams by analyzing more than 2,800 practices operating across both solo and team-based models.

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The Value of CIMA® Certification to an Advisor's Practice

This study examines how the CIMA® certification correlates with practice success and career satisfaction for advisors. Conducted by the Aite Group, the study gathered input from 436 advisors, including 104 with a CIMA® certification.

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Investments & Wealth Institute and Strategic Growth: Continuing Education and Professional Development for Canadian Advisors

This survey of 347 Canadian advisors conducted by CoreData Research looks closely at the role continuing professional education and certification play in Canada's investment and wealth management industry.

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Canadian Investor Research

This study explores how advisors can stand out when high satisfaction and loyalty do not set them apart. AbsoluteEngagement surveyed 444 Canadian and 585 U.S. investors to examine whether and how advanced, voluntary designations or credentials support meaningful differentiation among advisors.

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