Investments & Wealth Research
Investments & Wealth Research provides custom research describing demographic and best practice information about Institute members and how they deliver investment consulting and wealth management services. Investments & Wealth Research is distributed as a supplement to Investments & Wealth Monitor, IWI’s bimonthly educational publication.
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Future-Proofing Your Practice: Earning the Loyalty of the $25-Million+ Segment
As we look to the future of wealth management, one client segment offers financial advisors the clearest picture of what lies ahead: families with $25-million-plus ($25M+) in net worth excluding a primary residence. Once the province of a select few advisors, these ultra-wealthy investors are now setting the standards and expectations that increasingly define our industry.
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