Investments 
& Wealth Review

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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Issue 4 2026

Retirement income may be the one area of financial planning where the advice premium shows little sign of erosion. An imminent retirement is the largest driver of money in motion for advisors, and the “silver tsunami” continues to swell.

Jim Sandidge, who published extensively in our journals, taught us that retirement income is inherently chaotic and requires specialized planning. When the accumulated portfolio replacesthe paycheck, things get fractal, non-linear. Jim passed away recently but his lessons endure, and we devote this issue to how advisors can do retirement income better.

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CE Quizzes

Earn continuing education credits by reading Investments & Wealth Review! 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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Contribute

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 Review 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 Review, 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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