Investments 
& Wealth Review

IWI’s bimonthly educational magazine is written by award-winning authors throughout the financial industry. The publication keeps 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, retirement, and wealth management topics.

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Issue 1 2026

The robo sensation of a decade ago seems quaint today. AI is a different force altogether, ramifying in its potential for change. Like oxygen in the air, it will soon be everywhere and unavoidable. Advisors who embrace it thoughtfully could see remarkable efficiencies across their practices—but it will not degrade or displace the value of well-conveyed advice.

This thematic “practice management” issue of Investments & Wealth Review takes a 360-degree view of AI’s impact on the financial advisor: its effects on daily workflow, advisory tools and practices, how portfolios are built and traded, and the wealth management industry as a category. We interleave case studies from both legacy and AI-native firms with direct evidence from trusted practitioners, offering the roughshod of actual experience for their advisor peers to model.

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CE Quizzes

Earn continuing education credits by reading Investments & Wealth Review! Each issue’s CE quiz is accepted for one hour of CIMA®, CIMC®, CPWA®, and CFP® continuing education (CE) credit. You must get 7 out of 10 questions correct to pass. Your IWI certification record will be updated automatically upon successful completion of the quiz. The cost for each CE Quiz is US$25, which allows you unlimited attempts to pass the quiz.

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Editorial Advisory Board

The volunteer board develops the thematic framework for each issue, brainstorms topics related to such themes, and determines appropriate authors to contribute articles.

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We welcome articles purely educational and not self-promotional in nature, nor intended to sell a specific product or service, or to discuss fees or fee structures.

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With a limited number of advertisements, Investments & Wealth Review offers advertisers one of the best ad-to-editorial ratios in the industry, with added exposure in the digital and mobile app editions.

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The “IWI Publications” mobile app allows you to conveniently search, read, and share content from current and past issues of Investments & Wealth Review, the Journal of Investment Consulting, and the Retirement Management Journal—all from the convenience of your Apple or Android mobile device. No password required to access the app.

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