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.
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 GuidePlatinum Partners
Gold Partners
Bronze Partners
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.
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.
Leverage real-time visibility to enable attendee connections in these topically focused events that tackle in-demand skills.
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 TeamBring your business knowledge, research, and leadership to life in these live, interactive, educational sessions.
Contact IWI SalesTax 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!
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
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 detailsAs 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
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 NowIWI’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.
