Explore the Future of Financial Advisors in IWI's Insightful May/June Issue
Posted by Allison Edmondson, Director of Communications
Jul 2, 2018 3:00:00 PM
Denver, CO — July 2, 2018 — The May/June issue of the Investments & Wealth Institute® (formally IMCA) Investments & Wealth Monitor addresses disruptive technologies, new types of investments, and other transformational changes to the investments and wealth management landscape that advisors must address in order to evolve successfully as an advisor of the future.
Learn the different challenges advisors face today and in the future, and how some industry thought leaders are already responding in these articles:
Advisor of the Future: Advisor Alpha, Anthony B. Davidow, CIMA®, Scott Welch, CIMA®
Auction Funds: A New Option for Liquid Private Investments, Nelson Griggs
Broader Horizons: An Approach to ESG Strategic Tilting, Neeraj Kumar, Veronique Menou, Stuart Doole, D.Phil., and Laura Nishikawa
Demographics Demand a New Approach, David Cohen, and Matthew Patterson, J.D.
Fulcrum Fees: Leveling the Playing Field between Active and Passive Management, Patrick Newcomb
Future Advice: What Will Advisory Services Look Like in Five Years?, Paul Schaeffer and Steven Unzicker
How to Design a Riveted Estate Plan, David York, Esq., CPA
Income with Impact: The Case for Green Bonds, William Sokol, CFA®, CAIA®
Money, Meaning, and Mindsets: An Interview with Jim Ware, CFA, Jim Ware, CFA®, Mark Harbour, CIMA®, CPA, CFA®
The Best Leaders Get the Culture Right: Proven Levers to Change a Corporate Culture, Rick Capozzi
The Rise of the Cyborg Advisor, Michael Kitces, MSFS, CFP®, CLU, ChFC, RHU, REBC, CASL
The Investments & Wealth Monitor is an award-winning, bimonthly educational magazine written by leading authors from throughout the financial industry.This members-only publication keeps Institute members current through industry news and articles that provide education, insight, explanation, and coverage of key issues including the latest in academic, investment, legal and regulatory, business development, and wealth management topics.