Resource Library
Browse our resources, guides, and articles
Featured Content
Professional Pathway Assessment
Answer a few questions about your experience, role, goals, and clients to receive a personalized Investments & Wealth Institute program recommendation.
.jpg)
Beyond the CFP®: Your Guide to Standing Out in a Competitive Market
Serving high-net-worth (HNW) clients requires more than a strong foundation — it demands specialized skills, advanced credentials, and strategic insight.
Latest Resources
Latest Resources
Enable JavaScript for search, filtering, and sorting
How CFP® Professionals Can Reach the Next Level: Insights from Industry Research
A shift in clientele can provide substantial career reward with significantly increased financial compensation.
Five Strategies Wealth Advisors Use to Attract and Serve High-Net-Worth Clients
What separates top wealth managers and financial advisors from the rest?
CFP® vs. CPWA®: What’s the Difference in Serving High-Net-Worth Clients?
It's true: Clients with a net worth of $5 million+ represent career-changing opportunities for advisors and advisory teams. But only for ...
How to Get From Wealth Manager to High-Net-Worth Manager
We are delighted to offer CFP® professionals an eBook on the benefits of addressing the HNW market and the process of earning the advanced ...
What Is ANAB Accreditation and Why Does It Matter for Financial Service Certifications?
What Is ANAB Accreditation? ANAB (ANSI National Accreditation Board) accreditation is a formal recognition given to organizations — such as ...
How Institute-Certified Advisors Attract Wealthier Clients: A Look at the Data
In the highly competitive world of professional wealth management, not all client types are created equal. Client households with net-worth ...
Investments & Wealth Institute Certifications: Boost Your Assets Under Management (AUM) and Wallet Share
In a highly competitive industry, where every edge counts, the difference between a typical career and an outstanding career often rests on ...
Hyper-Personalization in Financial Advice: A New Era of Client Engagement Has Arrived
Financial advisors have long understood the importance of creating personalized client experiences. In the 1980’s and 1990’s, the ...
Alternative Generations: Millennials, Gen Z, and Ever-Changing Markets
The financial landscape of American is in constant flux — and so too are the portfolio strategies and preferences of the generations that ...
Leveraging Retirement Management Advisor® (RMA®) Certification in the Age of Longevity
In today’s world, retirees are living longer than ever before. Life expectancies, especially for higher-income individuals, are stretching ...
Hedging for a New Era: Traditional Asset Managers and Alts Specialists Combine
It’s not much of a secret anymore. Once perceived as the province of only sophisticated institutions and the ultra-wealthy, alternative ...
The Investments & Wealth Institute Earns Prestigious 2024 “Wealthie” Award
On September 5, Ross Riskin, Chief Learning Officer for Investments & Wealth Institute — and the lead visionary behind the Investments ...
Making Friends with The Trend: Keeping Up with Client Interest in Cryptocurrency
As a financial advisor, the history you create with each of your clients is surprisingly similar to blockchain technology. Every ...
Opportunities and Obstacles for a Successful Retirement
A Discussion with François Gadenne, Jan Gundersen, CFA®, and Lori Lucas, CFA®, moderated by Robert Powell, CFP®, RMA® In this episode of ...
Unlocking Exceptional Performance: John Bowen on Building Dream Teams for Financial Advisors
In this exclusive interview, John Bowen, President of CEG Worldwide and CEG Insight, shares powerful research insights and practical ...
The Retirement Wake-Up Call is Here
Steve Gresham, managing principal at Next Chapter, discusses in this Exceptional Advisor podcast with host Robert Powell delves into the ...
DALBAR's Lou Harvey Reflects on Pioneering Investor Behavior Research and the Evolution of Financial Advice
In this podcast, Dalbar founder Lou Harvey discusses the history of his firm, which pioneered research into quantifying the impact of ...
Retirement Trends and Challenges
In this roundtable discussion, experts Anna Rappaport, Rob Austin, and Michael Doshier provide insights on key retirement issues including ...
Transforming Wealth Management with Technology
Rashmi Badwe, COO of TIAA Wealth Management, discusses how technology like AI can enhance client service and the convergence of ...
What Financial Advisors Need To Know About 403(b) Retirement Plans
In episode 117 of the Exceptional Advisor Podcast guests Dan Otter and Scott Dauenhauer of 403bwise discuss the issues with 403(b) ...
Why AI Poses a Mortal Threat to Financial Advisors
Bob Powell and David Alan Macchia discuss the implications of artificial intelligence (AI) for the financial advisory profession. Macchia ...
The Importance of Diverse Perspectives in Teamwork
In this podcast, content creator Shane Snow discusses the importance of diverse perspectives in teamwork. He shares insights from his book ...
Why Do People Hire Their Financial Advisor?
Danielle Labotka, a behavioral scientist with Morningstar, and Samantha Lamas, a senior behavioral researcher with Morningstar, discuss ...
Warren Buffett: Investor and Entrepreneur
Todd A. Finkle, author of Warren Buffett: Investor and Entrepreneur, discusses the life and career of Warren Buffett, one of the most ...