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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Read the Latest Issue

March/April 2025

This issue of Investments & Wealth Review sets out to provide a kind of user-guide for advisors serving—or seeking to serve—families of substantial means and complexity. That said, many of the themes here, while geared to the ultra-wealthy, could provide eye-opening and salutary ideas for advisors working with regular folk. Consider, for example, the benefits of a written ethical will or posthumous letter for heirs; or a simple governance map to guide client families to better investment decision-making; or staying alert to intra-family dynamics and rising gen philanthropic opportunities. These articles will prompt thoughtful discussion for all our readership.

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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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Contribute

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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Advertise

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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Download the IWI Publications Mobile App

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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