Investments 
& Wealth Monitor

IWI’s bimonthly educational magazine is written by award-winning authors throughout the financial industry. The publication keeps 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, retirement, and wealth management topics.

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July/August 2024

“Preacher, teacher, doctor, coach.” No, it’s not a John le Carré parody—it’s the metaphor driving this issue of Investments & Wealth Monitor, which focuses on how financial advisors can better understand—and leverage—the trust they build with clients, in part by exploring the condition of trust native to these other professions. The essential kernel of academic behavioral finance is that client actions are “all too human” and do not track with the tenets of finance theory. In short, clients go astray. But the degree of trust clients maintain in their advisors can be a truer, more powerful gauge of their ability to sustain a long-term financial plan and achieve strategic wealth goals.

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Earn continuing education credits by reading Investments & Wealth Monitor! Each issue’s CE quiz is accepted for one hour of CIMA®, CIMC®, CPWA®, and CFP® continuing education (CE) credit. You must get 7 out of 10 questions correct to pass. Your IWI certification record will be updated automatically upon successful completion of the quiz. The cost for each CE Quiz is US$25, which allows you unlimited attempts to pass the quiz.

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Editorial Advisory Board

The volunteer board develops the thematic framework for each issue, brainstorms topics related to such themes, and determines appropriate authors to contribute articles.

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We welcome articles purely educational and not self-promotional in nature, nor intended to sell a specific product or service, or to discuss fees or fee structures.

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