IWI Experience Fall 2026

November 16-17, 2026 · Scottsdale, AZ

IWI Experience is the Investments & Wealth Institute's conference series. The Institute administers the CIMA, CPWA and RMA certifications, which sets the tone of the programming: this is the investment-technical end of the advisory profession, with an audience that expects research rather than opinion.

Who attends

CIMA, CPWA and RMA certificants — investment consultants, private wealth advisors serving high-net-worth families, retirement specialists, and institutional consultants — alongside asset managers and research providers.

What's on the agenda

• Advanced portfolio construction and asset allocation research

• Private markets and alternative investments in private wealth

• High-net-worth and ultra-high-net-worth planning strategy

• Behavioral finance and client decision-making

• Continuing education toward IWI certifications

Why alternatives make the data problem visible

The move into private markets exposes reporting infrastructure faster than anything else. Alternatives arrive as capital calls, distributions, quarterly statements and PDFs rather than as a clean daily custodial feed — and once a meaningful share of client wealth sits outside the custodian, consolidated performance reporting stops being automatic. Firms that built a proper data layer can show a household's complete picture; firms that did not are back to spreadsheets at exactly the moment their best clients are watching.

Milemarker is the data infrastructure layer for wealth management, unifying custodial, alternative and held-away data across 130+ systems.

Talk to us about your firm's data layer