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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

May/Jun: Client 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 section.

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Bold Moves Are Needed to Thrive in a New Era of Asset and Wealth Management

Michael Andrews, CFA®
Julia Binder
Matthew Fronczke

What If We're Wrong? Advisors and Uncertainty

Bob Dannhauser, CFA®, FRM, CAIA®

Tax Alpha: Rewards and Risks of Loss-Harvesting Strategies

Pete Hand
Lisa Goldberg, PhD
Taotao Cai

Spotlight on Ethics

Bad Apples or Bad Performance Management: Lessons for Managers

Niki A. den Nieuwenboer, PhD
Linda Klebe Trevino, PhD

Inside The Institute
Book Review

The Coddling of the American Mind

Mark Harbour, CIMA®, CPA, CFA®