The Institute Newsroom

Investments & Wealth Institute CEO Sean Walters has been featured on ThinkAdvisor’s “Ask the Retirement Expert” podcast and discusses the growing importance of advisor credentials.

Wealth Solutions Report’s "Guide to Industry Conferences: Asset Management," spotlights the Institute’s upcoming 2025 Strategy Forum as one of the most important annual events for asset managers.

In a July 2025 column for Kiplinger, Investments & Wealth Institute CEO Sean Walters spotlights the hidden risk often overlooked in retirement plans: client behavior.

The Investments & Wealth Institute Unveils Keynote Speakers for 2025 Strategy Forum in NYC, November 17–18, 2025.

The Investments & Wealth Institute (“the Institute”) today released findings from its 2025 Team and Business Leader Research Study, conducted in partnership with Logica Research.

The Investments & Wealth Institute is proud to announce Focus on Advanced Portfolio Construction: Balancing Income, Alternatives, and Taxes, a one-day, in-person event designed for leading,...

Select online courses from the Investments & Wealth Academy now satisfy continuing education (CE) requirements for Investment Adviser Representatives (IARs), as outlined in the North American...

A groundbreaking new study conducted by CEG Insights, in partnership with the Investments & Wealth Institute (“the Institute”), reveals that financial advisors and wealth management teams with one or...

The Investments & Wealth Institute (the Institute) – the premier professional association, education provider, and standards body for financial advisors – presented four awards recognizing...

Investments & Wealth Institute Announces Updates to Certified Private Wealth Advisor^® (CPWA^®) Certification Program