Article Guidelines

The following information is a guide for articles submitted for publishing consideration in Investments & Wealth Monitor.

Article Content

  • Investments & Wealth Monitor (I&WM) is a bimonthly educational magazine dedicated to keeping 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.
  • Articles must be educational in nature. Articles must not be used for self-promotion, to sell a specific product or service, or to discuss fees or fee structures.

Article Text and Graphics

  • Article. Submit articles in Microsoft Word, full-page format (one column, standard width). Article length can range from 500 to 3,500 words. Provide a brief bio of the author/authors that is limited to the following information: title(s), firm, city/state, school(s)/degree(s), and e-mail address.
  • Graphics. Submit figures in eps, tiff, Excel, or high-resolution pdf format. Do not embed graphics and artwork in article text. Figures should be submitted as separate digital image files with a resolution of 300 dpi or greater. Bitmapped formats do not reproduce clearly and are not acceptable.
  • Tables. Submit tables in Excel or Word table format.
  • Equations. In Microsoft Word equations should be Symbol font.
  • Endnotes. I&WM uses endnotes, not footnotes.
  • Photographs. Digital photographs should be at least 300 dpi resolution in jpeg or tiff format.
  • Submit article via e-mail to Debbie Nochlin, Investments & Wealth Monitor Managing Editor.

Acceptance/Rejection of Articles

  • The Investments & Wealth Monitor Editorial Advisory Board is responsible for reviewing and accepting or rejecting all submissions. Editorial advisory board decisions are final.
  • Articles will be professionally copyedited using The Chicago Manual of Style for stylistic editing and Chicago's Documentation 2 for endnotes and references.
  • Before publication, authors must complete and return the publishing permission form to the Managing Editor. No article will be published without the author's prior written consent.
  • Institute license holders will receive five (5) hours of continuing education credit for original articles and one (1) hour of continuing education credit for book reviews published in Investments & Wealth Monitor.