Joined May 2011
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Lauris Lambergs, Vice Chair of Professional Development with the Investments & Wealth Institute, was recently featured in InvestmentNews weighing in on dividend investing and the importance of keeping the total return picture in mind. Read more: hubs.li/Q04kVjH90
ALT Lauris S. Lambergs in InvestmentNews
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Mark Casady doesn't think AI will replace advisors. But he does think it will expose the ones who aren't ready. Casady joined the Exceptional Advisor Podcast to talk through where AI is actually headed and what it can't replace.
🎧 Watch the full episode: hubs.li/Q04kNnlr0
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✨Member Spotlight: Eric Rabbanian, CIMA®, CPWA®, CFP®, MBA, JD
Eric Rabbanian brings an uncommon background to financial advice. Get to know the experiences, values, and dedication to professional growth that define how Eric serves clients: hubs.li/Q04kbWyK0
ALT Eric Rabbanian
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In a recent feature from The Daily Upside, Investments & Wealth Institute CEO Sean Walters shares his thoughts around the future of industry conferences and what advisors are actually looking for when they show up in person.Â
Read More: hubs.li/Q04jQ5_S0
ALT Sean Walters
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Don't just take our word for it—hear from someone who's been through the Certified Investment Management Analyst (CIMA®) program at University of Chicago Booth School of Business.
Ready to take the next step? Enroll today: hubs.li/Q04hSL5Y0
#CIMA
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Solo or team — it's one of the biggest structural decisions an advisor can make. But how much of the conversation around it is driven by data, and how much is driven by industry narrative?
Read our latest blog for a closer look: hubs.li/Q04j5XwP0
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Nearly $1.8 million in scholarships. Countless careers transformed. This AAPI Heritage Month, we honor the AAPI leaders who strengthen our industry and the ones still on their way. Support the Investments & Wealth Foundation. 🌏 hubs.ly/Q04hTHv70
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Registration is now open for the CIMA® Direct program from the Investments & Wealth Institute—100% online, no travel required. The application deadline is July 31. Apply now:
hubs.li/Q04hKNkD0
Questions? Schedule time with an enrollment counselor: hubs.li/Q04hKP1C0
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We're proud to recognize Bing Waldert, Managing Director at Cerulli Associates, and an integral member of the Investments & Wealth Institute Board of Directors. Please join us in recognizing Bing's leadership and impact on the evolution of our profession.
ALT Bing Waldert
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The next Chicago Booth CPWA program starts Sept. 8, 2026. Applications close Aug. 25. Scholarships and group discounts are available.
Connect with an Enrollment Counselor to learn more: hubs.li/Q04hK_c30
Enroll today: hubs.li/Q04hLnF-0
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đź’› AAPI Heritage Month is a reminder of the power of representation in financial services. Through the Investments & Wealth Foundation, we're helping underrepresented professionals earn advanced certifications and build lasting careers. Donate today: hubs.li/Q04htLqR0
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Consumer willingness to pay for financial advice is at an all-time high.
Michael Kitces has a theory on why, and it has nothing to do with markets. He unpacks it in our Exceptional Advisor Podcast.
Watch the clip, then listen to the full episode: hubs.li/Q04hhZcp0
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Tomorrow, May 21, is your last chance to join us for “The Demographic Transformation of Wealth.” Stay ahead of where wealth is headed and earn 1 free CE credit hour.
Register now: hubs.li/Q04hhSw80
#WealthManagement #FinancialAdvisors #CECredit
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We're excited to introduce Jean Fidone-Schroer, Director of National Accounts at Focus Distribution, as a new member of the Investments & Wealth Institute Board of Directors.
Please join us in celebrating Jean's leadership and service to the profession.
#Leadership
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Meet Frances Pascua, Resident Director and Wealth Management Advisor at Merrill Lynch Wealth Management, and a newly elected member of the Investments & Wealth Institute Board of Directors.
We're proud to have Frances’ voice and vision represented on our Board.
#Leadership
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Utopian or dystopian?
That's the question Michael Kitces was asked about the future of financial advice on the latest episode of the Exceptional Advisor Podcast.
Watch the clip, then hear the full conversation with host Sean Walters: hubs.li/Q04gg4JL0
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✨ Meet Sam Lee, founder of Intrinsic Wealth Management. This AAPI Heritage Month, Sam shares his journey from first-generation Korean American to independent financial advisor.
Read the full Q&A in our Scholarship Spotlight page: hubs.li/Q04fQ2BV0
#AAPIHeritageMonth
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Tomorrow: CIMA® Intro Webinar—last chance to register.
đź“… May 7 | 11 AM ET
👉 Attend live for an exclusive, attendees-only offer. Register now: hubs.li/Q04fDGCn0
#CIMA #InvestmentManagement #ProfessionalDevelopment #YaleSOM
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✨ Member Spotlight: Glen Titan, CIMA®
Glen Titan, Financial Advisor with UBS Financial Services, looks back on the moments and milestones that shaped his journey with the Investments & Wealth Institute.
Read the full Q&A and get to know Glen:hubs.li/Q04fCFrk0
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Our latest topic, “Planning Opportunities with Section 1202 Qualified Small Business Stock (QSBS)”, is now available in your Academy dashboards!
➡️ Not a member, but want to see what the series is about? Preview here: hubs.li/Q04fkTlf0
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