International Women's Day is celebrated annually, today, on March 8. The Investments & Wealth Industry proudly celebrates and supports International Women's Day today and throughout the year through our Women in Wealth initiative and Scholarship Fund. The Scholarship Fund is designed to help address diversity and inclusion gaps within the financial services industry by offsetting the costs of the Institute’s advanced certification programs. The Women in Wealth Scholarships help to assist women in the financial services industry realize their professional certification goals. Our most recent Women in Wealth event celebrated Trailblazing Female Entrepreneurs.
Tax law has always impacted financial planning, and that’s especially true in the last couple of years since the passage of recent tax law reform. For financial advisors and wealth managers, it’s especially important to stay on top of the situation.
The Investments & Wealth Institute is pleased to announce that Merrill Lynch joins several other financial firms in their endorsement of the Retirement Management Advisor® (RMA®) certification.
This past May more than 1,500 advisors from across the nation gathered in Las Vegas for the Institute’s 2019 Annual Conference Experience. The conference was packed with investment and wealth management thought leaders and numerous industry experts and innovators. New this year to ACE was the Women in Wealth luncheon, which included a panel discussion led by Kelly Walsh, CIMA®, RCC® National Director, Advisor Coaching and Director, Wealth Management Advisory Services, Coast Capital Wealth...
Topics: financial advisors
CPWA Certification Exam changes reflect an evolving profession and the advanced knowledge and skills required by practitioners to deliver prudent, ethical wealth management to HNW clients.
This past spring the Investments & Wealth Institute (Institute) conducted a job task analysis on what wealth advisors need to know in order to provide the most relevant and valuable services to high net worth clients. The Institute regularly conducts a job task analysis to ensure that initial and ongoing...
Recently, the SEC recently released a series of new rules including the Regulation Best Interest rule (Reg BI) that is currently scheduled to go into effect in 2020. The entire rules and guidance package approved June 5 by the SEC comes out to nearly 1,400 pages. The Institute has distilled the voluminous package for your benefit into the six-page executive summary linked below. The Institute's Exceptional Advisor Podcast also published a special edition episode on Regulation BI. Theses two...