Many experts agree that meaningful and valuable training not only increases morale but has a significant impact on the productivity of their advisors. In fact, the research group Gallup, found that one of the most important factors in creating a “high-performance workplace” is creating a culture that values the growth of individuals.
Topics: investments, wealth, retirement, financial advisors
New White Paper by Charles Schwab Investment Management in collaboration with the Investments & Wealth Institute and Cerulli Associates, is now available.
Topics: investments, economy, economics, wealth, retirement, financial advisors
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.
Topics: investments, wealth, retirement, financial advisors
Recently, The Wall Street Journal criticized the Certified Financial Planner Board of Standards (CFP Board) regarding the integrity of their search directory for CFP® professionals that resulted in a lot of commentary and confusion. As a certifying body like the CFP® Board, the Investments & Wealth Institute would like to clarify some misconceptions brought to light by the article.
Topics: financial advisors
