WealthBoard™ members will receive advisor research as it is released (at least six reports), access to a quarterly webinar discussing trends in wealth management delivered by Institute senior staff, a subscription to the award-winning peer-reviewed Investments & Wealth Monitor, and invitations to three WealthBoard™ Roundtable Dialogues. Visit WealthBoard.org for updates and information.
Investments & Wealth Institute’s Research Library. Click Here.
WealthBoard™ Roundtables will be facilitated by Investments & Wealth Institute CEO Sean Walters and Board past-Chairman Kevin Sanchez, and will engage participants in large and small table dialogue discussing trends, challenges and opportunities facing the advisor community.
Virtual – April 28, 2021
4:00 – 5:00 pm ET
(After ACE Academy)
Spring Meeting Video
For more information or to learn more contact Tim Whiting.
Established in 1985, the Investments & Wealth Institute, formerly IMCA, is a not-for-profit professional association, advanced education provider, and standards body for financial advisors, investment consultants, financial planners, and wealth managers who embrace excellence and ethics. Investments & Wealth Institute administers three certifications, Certified Investment Management Analyst® (CIMA®), Certified Private Wealth Advisor® (CPWA®), and Retirement Management Advisor® (RMA®). Through its publications, live events, online courses, assessment-based certificate programs, and advanced certifications, the Institute delivers premier-quality, practical education to advanced practitioners in 40 countries.