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

Nov/Dec: Longevity Risk

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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Articles

Sustainable Investing: A Trustee’s Friend or Foe?

Stan Treger, PhD
Amy Szostak, JD, CIMA®, CFTA, STEP

Longevity Risk: A Discussion with Wade Pfau, PhD, CFA®, RICP®; Moe Allain, RMA®, CPWA®, AAMS®; and Robert Powell, CFP®, RMA®

Wade Pfau, PhD, CFA®. RICP®
Stephen "Moe" Allain, CPWA®, RMA®, AAMS®
Robert Powell III, CFP®, RMA®