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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

IWM May/Jun 2018: Advisor of the Future

Investments & Wealth Institute members receive free access to the Investments & Wealth Monitor article archives as a benefit of membership by logging into their dashboard. 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


Advisor of the Future: Advisor Alpha

Anthony B. Davidow, CIMA®
Scott D. Welch, CIMA®

Money, Meaning, and Mindsets: An Interview with Jim Ware, CFA

Jim Ware, CFA®
Mark Harbour, CIMA®, CPA, CFA®

The Rise of the Cyborg Advisor

Michael Kitces, MSFS, CFP®, CLU, ChFC, RHU, REBC, CASL

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