Over the past 10 years, the Investments & Wealth Institute, in partnership with third-party psychometric partners, has commissioned several studies to assess trends in the delivery of wealth management services with a special focus on the knowledge and skills necessary for wealth management firms to succeed.
We have seen wealth management teams expand to better serve the sophisticated and varied needs of the clients they serve. We also know that the knowledge and skills advisors need to empower their clients and grow their practices at the highest levels of the industry can be developed and honed through advanced professional education. The team approach, coupled with advanced certification, leads to a dynamic and thorough offering of services and advice to clients.