Welcome to The HIVE

Your gathering place to explore curated content, connect, collaborate, stay up-to-date, share best practices and thrive.

We believe that your contributions have significant meaning and value

As elite professionals in the industry and members of our hive, you belong to a community of thought leaders and industry disruptors, and we recognize that the sharing of ideas, information and insights creates a currency beyond that of the classroom. Those ideas, and experiences drive change and move our profession forward.

What you will discover inside The HIVE

Knowledge Centers


Knowledge Centers


Practitioner Communities


Investment Knowledge Center

Investment Consulting Center
The community for the industry’s premier investment consulting and investment advisory professionals.
Powered by CIMA®

Wealth Knowledge Center

Private Wealth Center
The community for the industry’s premier private wealth advisory and financial planning professionals.
Powered by CPWA®

Retirement Knowledge Center

Retirement Advice Center
The community for the industry’s premier retirement management  professionals.
Powered by RMA®

Communities of Interest


RIA Knowledge Center

The Center for RIA Excellence
The community for premier registered investment advisory firm principals and practitioners.


Thrive Knowledge Center

THRIVE Center for DEI
The community for fostering a more diverse and sustainable workforce in which financial advisors from all backgrounds can THRIVE.

Exceptional Advisor Knowledge Center

The Exceptional Advisor Center
The community for advisors committed to exceeding client expectations by applying The Exceptional Advisor® model.

Become part of The HIVE

Discover the advantages of an Investments & Wealth Institute membership


Become a member

Become a Member

Become part of The HIVE


Become a member

Discover Benefits of Joining

Gain collaboration, confidence and a competitive edge

Become a member

Donate to The HIVE

Support others so they can thrive