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In an ever-evolving financial advising landscape, Certified Success requires being informed about current and emerging innovations, trends, and strategies that will serve your clients’ best interests.
Investments & Wealth Monitor is IWI’s bimonthly magazine, written by award-winning authors from academic institutions and leading financial firms. Immerse yourself in current industry news and thought-provoking articles on the investment, legal, regulatory, business development, retirement, and wealth management topics that matter most to you and your clients.
Learn MoreThe Journal of Investment Consulting is a respected, peer-reviewed academic publication that brings to life the latest empirical, graduate-level research into investment strategies, risk management, behavioral finance, applications of AI in wealth management—and more. In each issue, look for the Masters Series interview with leading visionaries in finance, economics, and investments.
Learn MoreThe peer-reviewed Retirement Management Journal promotes academic research and innovative thinking across the world of retirement-income planning and management, elevating topics directly related to the Retirement Management Advisor® (RMA®) curriculum. Each issue features a Visionaries Series interview with retirement planning authorities and experts from industry-leading firms.
Learn MoreEach quarter, the Wealth Management Editor’s Choice eJournal delivers a curated selection of leading academic research from the Social Science Research Network (SSRN). Dive into topics that elevate the practices of wealth management, behavioral finance, wealth growth and preservation, and risk management and support the Certified Private Wealth Advisor® (CPWA®) body of knowledge.
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See Contributor GuidelinesInvestments & Wealth Institute knows that a healthy, dynamic financial advising profession must embrace purposeful innovation. To that end, we support rigorous, ongoing research and discovery, both inside our organization and across the industry.
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Get the App for AppleDelve more deeply into the complexities of portfolio and wealth management for retirement planning in these captivating and comprehensive books.
Retirement As a Risky Project
Investors, investment advisors, and trustees of irrevocable family trusts face the challenge of providing sustainable periodic cash flows from financial asset portfolios. As the title suggests, this study gives primary emphasis to retirement-income planning for private investors. Initially, the retirement-planning process focuses on designing a portfolio (usually in terms of strategic or tactical asset allocation approaches), deciding on spending (withdrawal) elections, memorializing decisions in a written investment policy statement, and implementing the portfolio through the acquisition of investments.
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50 States of Gray
Another retirement crisis is looming as one-third of private-sector, typically poor and unsophisticated workers, probably have little to no pension security. The fifty states have decided to enact reforms, but they are unwilling to assume any liability. Effective reform should ensure a target, guaranteed, inflation/standard-of-living-indexed retirement income through death. The book proposes a four-step reform process that articulates roles, responsibilities, and sequencing of steps to effectively address the looming retirement crisis.
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Every issue of this monthly column is packed with timely legislative and regulatory updates impacting financial advisors, retirement planners, and wealth management professionals across the nation and around the industry.
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