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

Email Janae

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 for updates and information.


Read the Research

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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



About the Investments & Wealth Institute®


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.

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