Latest Press Releases
Initiative will support 40 CIMA® and CPWA® certification scholarships during the 2026-2027 program year
Eighty-two percent of advisory clients say advanced professional certifications would be important if they were looking for a new advisor today
Explore the keynote lineup for IWI Experience 2026, featuring leaders in AI, investing, policy, behavioral finance and business ethics in Scottsdale this fall.
The four-year commitment will expand access to advanced professional certifications for emerging professionals from underrepresented backgrounds
New collaboration combines elite professional education with real-world coaching to support advisor growth and long-term success.
Special issue explores how artificial intelligence is reshaping advisor workflow, client service, investment processes, and the broader wealth management business
