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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.

Current Issue

Jan/Feb 2018: Disruptive Trends

Investments & Wealth Institute members receive free access to the Investments & Wealth Monitor article archives as a benefit of membership. Nonmembers may read articles from the current issue only below. To learn more about Institute membership, visit the Membership & Community section. Click below to read the digital edition.

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Browse Archives


The Overlooked Persistence of Active Outperformance

Hans-Jorg Naumer
Stefan Hofrichter, CFA®
David Hollis

The Purposeful Advisory Firm: Maximize Your Firm by Design, Not by Default

Herman Manakyan, PhD
Jack C. DeJong, Jr., PhD, CFA®
Rosita P. Chang, PhD, CFA®, CFP®

Spotlight on Ethics
Inside The Institute