Adapting to Disruptive Trends: Insights from IWI's Latest Issue

Denver, CO — March 15, 2018 — The January/February issue of the Investments & Wealth Institute’s^® (formally IMCA) Investments & Wealth Monitor tackles challenges facing the financial industry by identifying disruptive trends.

Learn how and why advisors must evolve their practices from some of the leading thought leaders in the industry with these featured articles and authors from the current issue:

• The Overlooked Persistence of Active Outperformance, Joseph Amato, Peter D’Onofrio, and Alessandra Rago

• A Legal Perspective: The Misperception of Fiduciary Risk and Active Management in Defined Contribution Plans, Alison Douglass, J.D.

• The Millennial Need for Financial Education, Alexandra Douwes and Logan McIntosh

• Attributes of a Top-Performing Advisory Team: Why Some Advisory Teams Do More Business than Others, John Evans, Jr., Ed.D.

• Is It Time to Tilt? Exploring a Fundamental Question in Factor Investing, Andrew Ang, PhD, Ked Hogan, Ph.D., and Justin Peterson

• One Year Later: Asymmetrical Relationships for Investment Managers Are Over, Philip Kessler, J.D.

• Alternative Investments: A Goals-Based Framework, Anthony B. Davidow, CIMA®

• The Biggest Asset Managers Are Playing to Win. What Are the Rest Doing?, Steven Miyao

• Are your Investments Aligned with your Organization’s Mission and Values?, Norman Nabhan, CIMA^®

• The Purposeful Advisory Firm: Maximize Your Firm by Design, Not by Default, John Anderson, Raef Lee, and Bob Veres

• Actively Managed Funds Remain Appropriate Investment Options or 401(k) Plans, Stephen Saxon, J.D., and Jason Lee, J.D.

• Connecting the Dots: Digitally Enhanced, Multi-Account Portfolio Advice Will Rule the Post-Robo World, Jack Sharry

• Planning for a 100-Year Life, Andrew Scott, D.Phil.