& 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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January/February 2024

Client portfolios evolve with every market tick, and advisors are alert to these shifts. But it takes foresight to discern more tectonic adjustments and their consequences. In this issue of Investments & Wealth Monitor, we consider key forces driving portfolio changes both near at hand and further out in time. These include evolving client demographics (and needs), the momentous pivot in rates by global central banks, the ongoing shift in client appetite for private market exposures, and the embrace of ETFs for everything from active management to structured products.

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CE Quizzes

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.

Editorial Advisory Board Members


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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With a limited number of advertisements, Investments & Wealth Monitor offers advertisers one of the best ad-to-editorial ratios in the industry, with added exposure in the digital and mobile app editions.

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The “IWI Publications” mobile app allows you to conveniently search, read, and share content from current and past issues of Investments & Wealth Monitor, the Journal of Investment Consulting, and the Retirement Management Journal—all from the convenience of your Apple or Android mobile device. No password required to access the app.

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