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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November/December 2023

Retirement presents the ultimate challenge for clients and among the richest of opportunities for advisors. We sound the alarm with Steve Gresham describing the "designed in dangers" of retirement, which presents America with its largest financial challenge since World War II. He also points out that retirees represent a whopping 80 percent of financial advice revenues and urges advisors to seize the opportunity and take steps to become true "longevity" planners.

Moe Allain answers Gresham’s call to arms. Allain defines the four pillars of retirement—financial, social, health, purpose—across four distinct case studies, from overspenders who run the risk of outliving their portfolios to those who need "permission" to spend enough to maintain their pre-retirement lifestyle.

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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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