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Welcome to The Hive

Your gathering place to explore content, connect, collaborate, stay up-to-date, share best practices and thrive

Practitioner Communities

The Hive beehiveInvestment Consulting Center


The community for the industry’s premier investment consulting and investment advisory professionals.
Powered by the CIMA® certification.
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The Hive beehive
Private Wealth
Center


The community for the industry’s premier private wealth advisory professionals.
Powered by the CPWA® certification
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The Hive beehive
Retirement Advice
Center


The community for the industry’s premier retirement management and retirement-income planning professionals.
Powered by RMA® certification.
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Communities of Interest

The Hive beehive
The Center for
RIA Excellence


The community for premier registered investment advisory firm principals and practitioners.
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THRIVE Center for
Diversity, Equity, & Inclusion


The community for fostering a more diverse and sustainable workforce in which financial advisors from all backgrounds can THRIVE.
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The Advanced Financial Planning Center


The community for financial planning professionals committed to exceeding client expectations.
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Upcoming Institute Events


Institute Announcements

  • Survey: Help the Institute with Planning Our Educational Sessions

    The Investments & Wealth Institute is seeking your input to help us in planning upcoming Institute educational sessions. Please provide your opinion by taking a short, 17-question survey. Please rank the topics from 1 to 17, with 1 being most interested and 17 being least-interested. Please provide your feedback ...
  • Forthcoming Study Indicates in a 50%+ Market Decline Investors Will Act Against Best Interests

    The Investments & Wealth Institute, in partnership with the Behavioral Investing Institute, recently conducted a study on how both advisors and investors perceive bubbles and market crises. The survey results revealed the depth of client temptations, their fears of market declines and understanding of their portfolios. The ...

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