The Hive Home

Welcome to The Hive hero

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.
More  

The Hive beehive
Private Wealth
Center


The community for the industry’s premier private wealth advisory professionals.
Powered by the CPWA® certification.
More  

The Hive beehive
Retirement Advice
Center


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

Communities of Interest

The Hive beehive
The Center for
RIA Excellence


The community for premier registered investment advisory firm principals and practitioners.
More  

The Hive beehive
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.
More  

The Hive beehive
The Advanced Financial Planning Center


The community for financial planning professionals committed to exceeding client expectations.
More  

Thank you to our Sponsors and Partners




Institute Announcements

  • The Institute and Association of Professional Fund Investors Form Strategic Alliance

    CIMA® Certification recognized as global standard for fund allocators. Two associations for investment practitioners who are committed to competent and ethical practice of investment management analysis and fund allocation have formed a multi-year strategic alliance to raise the bar of professionalism ...
  • BeFi Barometer 2021: Advisors Witness Increase in Behavioral Biases Among Clients Amidst Pandemic

    In a year characterized by ongoing uncertainty from the COVID-19 pandemic and heightened retail investor interest in the markets, financial advisors reported a surge in behavioral biases among clients, according to the BeFi Barometer 2021. This is the third year of the survey commissioned by Schwab Asset ...
  • Industry Leaders Assemble Together to Educate Advisors on the Benefits of Behavioral Finance

    For the third year in a row the Institute is proud to celebrate Behavioral Finance (BeFi) Week, October 4-10, 2021. In a time of unprecedented social and economic uncertainty, more financial advisors are using behavioral finance techniques to help clients stay focused on their long-term goals. The ...
  • Investor Survey Reveals Advisors are Still Battling Loyalty and Client Self-Confidence

    The Investments & Wealth Institute released its 2021 Investor Report, conducted by Absolute Engagement, in partnership with Hightower Advisors, LLC., and the Behavioral Investing Institute. This study, conducted annually since 2017, provides a look at how clients' views have changed. This new investor research, fielded during April-May 2021, further illustrates the changing client ...

Most Active Members