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 100™  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 100™ Roundtable Dialogues. Visit WealthBoard.org for updates and information.

 

Read the Research

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

 


Upcoming Events

WealthBoard  100™ 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 – September 9
4:30 – 5:30 pm ET
(Prior to Behavioral Advisor Forum, September 10)

 


Previous Meetings

Spring Meeting Video
Spring Presentation

 

For more information or to learn more contact Tim Whiting.

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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

 

 

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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.

E-mail address

JBlanscet@i-w.org

Contact us

+1 303-770-3377