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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 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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Retirement Management Journal

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

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Wealth Management Editor's Choice eJournal

The Wealth Management Editor's Choice eJournal is a quarterly eJournal that distributes curated academic research from the Social Science Research Network (SSRN) that covers topics related to wealth management in general, and the Investments & Wealth Institute’s Certified Private Wealth Advisor® (CPWA®) body of knowledge in particular.
 

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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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Investments & Wealth Insight

Investments & Wealth 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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Retirement As A Risky Project

Monitoring, Evaluating, and Managing a Retirement Income Portfolio

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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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Washington Insights

Legislative and regulatory updates from across the nation and around the industry (Member Only).

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Investment Sense Blog

Advanced analysis for today’s savvy advisors. Industry experts—practitioners, academics and economists—will provide the latest thinking on today’s important topics, and you’ll hear from Institute volunteers and staff on association news that impacts your membership and certification.   

 

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Research Library

The Investments & Wealth Institute regularly partners with research organizations to conduct research on different topics impacting advisors and their clients. Understanding the results of this research will help you to understand what clients value.

 

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