WealthBoard™

YOU HAVE BEEN INVITED. There are no dues or fees required to participate. Please RSVP your Council membership by emailing Janae Blanscet.

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.

Read the Research

Investments & Wealth Institute’s Research Library. Click Here.

Upcoming Events

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)

Previous Meetings

Spring Meeting Video
Spring Presentation

For more information or to learn more contact Tim Whiting.

Ten Themes to Be Explored in 2020:

1. Women in Wealth
2. Advisors and Private Equity Investing
3. The Rise of Mega-Teams
4. Fees Are Down, Expectations Are Up
5. Practice Graphics and Shifting Business Models
6. Future of Fiduciary – Advisor Discretion and the Rise of Model Portfolios
7. Talent Development for Top Advisors
8. The Succession Gap
9. Future of Impact Investing
10. Behavioral Finance and Client Psychology