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Partner and Sponsor Solutions

Seize the opportunity to connect with the top investment managers, retirement planners, and wealth management professionals in the industry through IWI conferences, events, education, and more.

Why Partner with Investments & Wealth Institute?

Quality content attracts a quality audience.

IWI members are the elite, professional advisors you want to reach—experienced, sophisticated, and committed to standards-based, ethical service.

Explore your opportunities to:

  • Exhibit and sponsor at IWI conferences and events

  • Sponsor live wealth management webinars

  • Maximize your visibility with year-round sponsorship across multiple programs

IWI serves more than 30,000 practitioners annually in over 40 countries

IWI members collectively manage $3.5T in assets.

71% of IWI advisors have 9+ years of experience.

IWI certificants average $364M AUM — 4x the industry average.

Build Your Sponsorship Program through IWI Partnership

Select from three customizable year-round partnership levels—Platinum, Gold, and Bronze—to elevate the visibility of your brand across a variety of premier opportunities that touch advanced investment, retirement, and wealth management professionals.

Sponsor, Educate, Research, Advertise: Get the Details

Download the IWI Partnership Guide

Platinum Partners

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Gold Partners

Bronze Partners

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Sponsor and Exhibit at Premier Investment Conferences and Events

IWI’s world class conferences and events provide the highest caliber content, educational value, and networking opportunities for the industry’s most successful investment consultants, advanced financial planners, and private wealth advisors.

IWI Conferences

Investments & Wealth Institute conferences—including our signature annual conference, Experience, and our popular Strategy Forums—draw thousands of attendees from every advisory channel including wirehouses, independent advisors, RIA, and industry executives and leaders.

Virtual Wealth Management Events with IWI

Leverage real-time visibility to enable attendee connections in these topically focused events that tackle in-demand skills.

Experience 2024

This event connects advisors focused on expanding their knowledge, businesses, and network with wealth management's most successful, insightful, and engaging thought leaders.

View the Sponsor FlyerLearn more about Experience 2024
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Strategy Forum 2024

Successful investment and wealth practitioners converge alongside esteemed industry speakers, giving you the strategies to differentiate yourself from the sea of other financial advisors.

View the Sponsor FlyerLearn more about Strategy Forum 2024
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Put Your Brand at the Center of Innovation in Investment and Financial Advisor Education Programs

Investments and Wealth Institute provides a full slate of opportunities for our partners and sponsors to reach a truly engaged audience of high-level financial advisors and investment, wealth, and retirement professionals. Our team is here to help you meet your marketing and outreach goals.

Reach Out to the IWI Partner Support Team

Sponsor a Webinar for Financial Advisors

Bring your business knowledge, research, and leadership to life in these live, interactive, educational sessions.

Contact IWI Sales

IWI webinars feature investment and wealth management experts presenting timely topics such as:

  • Tax Planning

  • Portfolio Construction with ETFs

  • Portfolio Hedging

  • Global Macroeconomic Outlook

  • Delivering Wealth Management to Families

  • Behavioral Finance

  • Discovery Conversations with Clients

  • Role of Structured Products in a Portfolio

  • Private Equity Landscape

  • Liquid Alternatives

  • And More!


Advertise with IWI: Award-Winning Publications for Investment, Wealth Management, and Retirement Planning Advisors

Delivered as a benefit to IWI’s members—and widely read by industry authorities and academics—these highly respected, peer-reviewed publications provide an exceptional ad-to-editorial ratio, and direct, targeted ad exposure in both print and digital editions.

View IWI Publication Advertising Pricing

Investment & Wealth Monitor

Published 6 times a year, each issue includes thought-provoking articles, practical business advice, and uncompromising insights on portfolio theory and construction, technology, business models, behavioral finance, advanced wealth management, and more.

Learn more about IWM

Retirement Management Journal

This annually published academic journal promotes research and innovations in retirement income planning and management. Articles by leading authorities, researchers, and firms cover a wealth of topics supporting the Retirement Management Advisor® (RMA®) certification.

Learn more about RMJ


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Partner with IWI to Create and Distribute Research

Investments & Wealth Institute regularly collaborates with our partners to publish research on a variety of topics impacting financial advisors, wealth management professionals, and their clients.

Contact your Partner Support team for details

Publish Your Original Research

IWI will publish your supplied research (8 pages) in an issue of Investments & Wealth Monitor.

Institute-Assisted Research

IWI will design a questionnaire, survey our members, tabulate results, and publish an 8-page report in Investments & Wealth Monitor.

Read the latest Research

Custom Solutions for Financial Services Organizations

As competition for high-net-worth clients increases, sponsoring advanced education for your firm’s investment, wealth management, and retirement professionals delivers tangible benefits—from increasing client wallet share to retaining your top performers.

Learn how we can customize the program you need

How Can IWI Help You Support Your Firm’s Professional Development

Add Advanced Capabilities

Sponsor private classes for your advisors seeking CIMA®, CPWA®, and RMA® certifications.

private classes for iwi sponsorship

Enhance In-Demand Skillsets

Provide customized group access to assessment-based certificate programs.

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Enable Continuous Learning

Get group pricing for events from educational webinars to conferences.

advisor attending a webinar

Increase the Benefits of IWI Sponsorship: Become a Registered IWI CE Provider

Multiply the benefits of education sponsorship when you offer education programs pre-approved for continuing education credit toward CIMA®, CPWA®, and RMA® certification renewals.

Learn More and Apply to Become a Registered CE Provider Now

Get In Touch

IWI’s Partner Support Team is here to assist you in creating the marketing programs that meet your branding and professional development needs . Contact us any time.

Email

Lara Davies, Director, Key Accounts

Support the Investments & Wealth Foundation

Your donation improves access to IWI premier investment analyst, wealth management, and retirement planning certifications for those who are underrepresented in our industry.

Learn More and Donate