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Thursday, October 15, 2026The Morning Brief →Sign in
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Investments & Wealth Institute

In network coverage since October 15, 2026 · 1 story
Network coverage
practice

IWI survey finds certification awareness higher among clients who refer

The Investments & Wealth Institute's 2026 client research polled 1,000 U.S. investors with at least $500,000 in household investable assets who work with an advisor.
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