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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

Sep/Oct: Behavioral Finance

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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The Psychology of Financial Professionals and Their Clients

Greg Filbeck, DBA, CFA®, FRM, CAIA®, CIPM®, PRM
Victor Ricciardi
H. Kent Baker, PhD, CFA®, CMA

A Behavioral Spin on Portfolio Design

Christopher J. Sidoni, CFA®, CFP®

Game Changed, Problems Remain: An Actionable Framework for Evaluating Equity Strategies

Robert D. Arnott
Jonathan Treussard, PhD
Brent Leadbetter, CFA®

Do You Need a Coach?

Lynn James, NBC-HWC, AIF®
Joselyn Hall, IMBA, AIF®

Inside The Institute
Book Review