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Investments & Wealth Monitor

The Institute's Investments & Wealth Monitor is a bimonthly educational magazine written by award-winning authors throughout the financial industry. The members-only publication keeps Institute 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, and wealth management topics.

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Journal of Investment Consulting

The Journal of Investment Consulting is an academic publication focused on empirical, graduate-level research, including commentary from academic authorities, industry leaders, and award-winning authors.

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Investments & Wealth Research


Investments & Wealth Research provides custom research describing demographic and best practice information about Institute members and how they deliver investment consulting and wealth management services. An exclusive member benefit, Investments & Wealth Research is distributed as a supplement to Investments & Wealth Monitor and is published in partnership with the leading industry researcher, Cerulli Associates.

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Retirement Management Journal

Thought-provoking research for advisors involved in retirement-income planning and management.

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Investments & Wealth Institute Insight

Investments & Wealth Institute Insight is a bi-weekly SmartBrief e-newsletter featuring Institute and industry news.

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50 States of Gray

An Innovative Solution to the Defined Contribution Retirement Crisis

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Case Study Connections

Case Study Connections presents an in-depth study on timely and relevant industry-specific topics.

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Government Relations

Comment letters, statements of position, and more.

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Model RFPs

Three model RFPs are available to help smaller institutional investors.

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Legislative Intelligence

Updates and information on legislation and more (membership benefit).

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