High-net-worth clients hold advanced certifications to a high bar, and 89% want rigorous requirements to earn one. Yet only 54% fully understand how their advisor’s credentials benefit them. How can advisors close that gap? Sean Walters explains more: hubs.li/Q04BQ8ch0

Every exceptional advisor starts with expertise and ethics. Julie Littlechild says the difference comes from what they build on top of that. Julie unpacks this further on The Exceptional Advisor podcast: hubs.li/Q04B7HzF0

Our CEO, Sean Walters, spoke with The Daily Upside about what the Investments & Wealth Institute’s 2026 High-Net-Worth Investor Research findings mean for advisors, and why a credential carries the most weight when clients understand what’s behind it: hubs.li/Q04BrmNL0

You’ve probably measured success by client satisfaction and loyalty. Investments & Wealth Institute CEO Sean Walters says one measure matters more: client confidence. On InvestmentNews’ “In the Nasdaq,” Sean explains why: hubs.li/Q04Brthb0

Julie Littlechild, Founder and Chief Executive Officer of Absolute Engagement, joins The Exceptional Advisor Podcast to talk through the recently released 2026 High-Net-Worth Investor Research. Watch the new episode:  hubs.li/Q04B7yc-0

Matt Munsey joined the Investments & Wealth Institute in 2022, and in our member spotlight profile he talks about what's kept him engaged since then and the value his CIMA® certification has added to his practice. Read the full Q&A: hubs.li/Q04zcDq50

Early-bird pricing for Experience 2026 ends today, Oct. 13! We asked advisors who joined us at past Experience events what stood out. Two answers kept coming up. Hear more in the video, then register today to lock in the early-bird rate: hubs.li/Q04ysy4M0

78 candidates. One week at The University of Chicago Booth School of Business. The Investments & Wealth Institute's largest in-person class to date! Last week we wrapped up another Charles Schwab private CPWA® class. Congratulations to every candidate on a demanding week.

Hispanic Heritage Month Spotlight — Ryan T. Luna, CPWA®, CIMA® Read our full Q&A with Ryan for more, including the unexpected way his career in finance began: hubs.li/Q04yPMzq0

Share an opinion or change the subject. Those are the two default moves when a client wants to talk politics — and both can cost trust. Our latest blog breaks down a third option: hubs.li/Q04ycZ_Q0

The Investments & Wealth Institute recently marked Culture Week with a Fall Fest spread of seasonal treats and a group effort to declutter our office space. Thanks to everyone for joining us in Denver and pitching in!

Financial information doesn't stay neutral for long once politics gets involved. Jeff Bush, principal of The Washington Update, shows advisors how to stay objective and move the conversation to strategy instead of politics:  hubs.li/Q04xz1km0

Last week, the Investments & Wealth Institute was at The University of Chicago Booth School of Business with 55 candidates finishing the CPWA® Executive Education program. Congratulations to the entire class!

Jaime Villalobos credits his Hispanic heritage with shaping how he works with clients. Family, trust, resilience, and long-term thinking guide his approach to building relationships and helping create lasting legacies. Read our spotlight Q&A with Jaime: hubs.li/Q04xmdrS0

Team specialization only works if it reaches the client. Six questions will tell you whether it's happening on your team. Here's how to build a collaborative culture on your advisory team: hubs.li/Q04xg_240

Jeff Bush, principal of The Washington Update, joins The Exceptional Advisor Podcast with tips on how to keep clients focused on the long-term plan every time the political news cycle turns.  Watch the latest episode: hubs.li/Q04xy-Bp0

Breadth gets advisors in the door. Depth keeps the client. Here's how advisory firm leaders build specialized team expertise to ensure complex HNW clients get coordinated advice across investments, tax, and retirement: hubs.li/Q04wHTmd0

We're honored to see Investments & Wealth Institute's Experience featured in Wealth Solutions Report's Guide to Industry Conferences: Asset Management! Read WSR's full guide here: hubs.li/Q04wKFtZ0 Register for Experience here: hubs.li/Q04wKFx10

Melody McDonald has been an Investments & Wealth Institute member since 2007. Now Managing Director at Allianz Global Investors, she first joined for the training programs, speaker lineups, and conferences.  Read our full Q&A with Melody: hubs.li/Q04wk3l60

Noel Pacarro Brown's article on questioning growth assumptions embedded in modern portfolio theory is getting outside attention. The Minority Report Publication just called it one of the strongest arguments for post-growth portfolio construction: hubs.li/Q04vz3zL0