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Investments & Wealth Institute's New Alliance Expands

Investments and Wealth Institute members gain special access to premier fiduciary education and technology through Broadridge.. ....

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Investments & Wealth Institute and Association of Professional Fund Investors Form Strategic Alliance | Comunicados | Edición USA

Investments & Wealth Institute and Association of Professional Fund Investors Form Strategic Alliance | Comunicados | Edición USA
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The Premier Private Wealth Conference, Wealth Advisor Forum

The Premier Private Wealth Conference, Wealth Advisor Forum
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The Investments & Wealth Institute Brings the First Annual Diversity & Inclusion Week, June 14-20, 2021, in conjunction with Pride Month and Juneteenth

The Investments & Wealth Institute Brings the First Annual Diversity & Inclusion Week, June 14-20, 2021, in conjunction with Pride Month and Juneteenth
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The Institute s Diversity & Inclusion Week aims to accelerate & diversify the composition within the industry s highest levels, create cultures of inclusivity, and widen the pathways to senior-level leadership roles across the industry for those currently underrepresented.
It’s nice to see our scholarship program make a real difference in leveling the playing field for women and minorities, said Cindy Chaifetz, Chief Marketing Officer, Investments & Wealth Institute.
DENVER (PRWEB)
June 09, 2021
Over the past few years, campaigns like the #choosetochallenge, #metoo and #blacklivesmatter movements have brought greater awareness of our society s disparities and the role professional financial advisors can play in times of chan ....

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Investment & Wealth Institute Announces "100-Day Scholarship Giveaway" for Women in Wealth in Response to the #ChooseToChallenge Movement

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DENVER, March 15, 2021 /PRNewswire/ In the middle of Women s History Month, and on the heels of International Women s Day, Women in Wealth Week, and the #ChoosetoChallenge initiative that is taking the internet by storm, the Investment & Wealth Institute announced a 100-Day Scholarship Giveaway for Women in Wealth. The Institute established an ambitious goal to award 100 certification-based, partial scholarships to women practitioners in the wealth management industry over the next 100 days.
Launched January 1, 2020, the Investments & Wealth Institute Certification Scholarship Fund was established to promote diversity and grow the number of certified professionals who currently are underrepresented in the profession, thereby enhancing the competency and professionalism of advice delivered to the public. In its first year of operation, the Scholarship Fund awarded $226,870 to 191 students. 38% of scholarship recipients wer ....

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