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Eighty-two percent of advisory clients say advanced professional certifications would be important if they were looking for a new advisor today.
On “In the Nasdaq,” Walters says client confidence matters more than satisfaction and points to specialized expertise as a way for advisory teams to compete for high-net-worth clients.
Institute survey finds 68% of investors with more than $500,000 say they are more likely to refer friends or family because their advisor holds advanced professional certifications.
The Institute announced who will take the stage at Investments & Wealth Experience 2026.
The four-year commitment will expand access to advanced professional certifications for emerging professionals from underrepresented backgrounds.
Noel Pacarro Brown's five-layer approach to portfolio construction challenges core growth assumptions in modern portfolio theory.
The Investments & Wealth Institute CEO argues that advisory firms need to show clients not just breadth of service, but where their teams bring real depth.
The Investments & Wealth Institute Board Chair spoke with Financial Planning about how advisors can evaluate retirement certifications and manage the psychology of decumulation.
The Investments & Wealth Institute Vice Chair of Professional Development shared his perspective with InvestmentNews on why dividend-producing equities deserve a central place in the income...
The Investments & Wealth Institute CEO spoke with The Daily Upside on how the advisor conference landscape is shifting toward smaller, more intimate events focused on peer learning and practical...
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