Investments & Wealth Institute’s New Alliance Expands Member Benefits to Include Fiduciary Expertise

Press Release
October 20, 2021

The Investments & Wealth Institute (IWI) formed an alliance with Broadridge Financial Solutions to broaden its membership offering with premier fiduciary education and technology tools. 

Institute members now have a unique opportunity to leverage Broadridge’s Fi360 Accredited Investment Fiduciary® (AIF®) Training program to prepare for the esteemed AIF® Designation and the Fi360 Fiduciary Focus ToolkitTM .


Read more