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Investments & Wealth Monitor

The Institute's Investments & Wealth Monitor is a bimonthly educational magazine written by award-winning authors throughout the financial industry. The 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.

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Investments & Wealth Research

Investments & Wealth Research provides custom research describing demographic and best practice information about Institute members and how they deliver investment consulting and wealth management services. An exclusive member benefit, Investments & Wealth Research is distributed as a supplement to Investments & Wealth Monitor and is published in partnership with the leading industry researcher, Cerulli Associates.

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Journal of Investment Consulting

The Journal of Investment Consulting is an academic publication focused on empirical, graduate-level research, including commentary from academic authorities, industry leaders, and award-winning authors.

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Legislative Intelligence

Updates and information on legislation, regulations, and more.

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Retirement Management Journal

Thought-provoking research for advisors involved in retirement-income planning and management.

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Investment Sense Blog

Expert thinking on relevant topics that impact your business.

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Masters of Finance

Interviews and insights from the greatest minds in investing and economics.

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Case Study Connections

Case Study Connections presents an in-depth study on timely and relevant industry-specific topics.

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Investments & Wealth Institute Insight

Investments & Wealth Institute Insight is a bi-weekly SmartBrief e-newsletter featuring Institute and industry news.

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Global Link

Global Link is an e-newsletter published periodically for members located outside of the United States. 

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Model RFPs

Three model RFPs are available to help smaller institutional investors.

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