The Investments & Wealth Institute has taken a significant step forward in supporting financial advisors and wealth management professionals by relaunching its esteemed publication under the new name 'Investments & Wealth Review'. This strategic refresh not only introduces a contemporary visual design but also reaffirms the Institute's dedication to delivering high-quality, peer-reviewed content. The January/February 2025 issue heralds this new era, focusing on providing strategic 'advice to advisors' through comprehensive discussions and expert insights.
With the revamped 'Investments & Wealth Review', readers can expect to delve into critical industry trends such as the evolution of financial advice, advisor transitions, and the challenges posed by legal and regulatory changes. The publication will also cover emerging professional development strategies, offering a broad spectrum of topics from microtargeting and business development to the economic implications of professional certifications and the dynamic field of ultra-high-net-worth wealth management. For more insights, visit https://www.investmentsandwealth.org.
Avi Sharon, PhD, CAIA®, Chair of the Review's Editorial Advisory Board, highlighted the publication's mission to provide investment and wealth professionals with essential insights through a modernized approach. The 'Investments & Wealth Review' will continue to feature thought leadership from top academic institutions and leading financial firms, ensuring its content remains at the forefront of the industry.
Looking to the future, the publication plans to introduce an annual 'Commencement' issue starting in January 2026, which will compile the most distinguished content from the previous year, including insightful interviews and updates from the industry. The 2025 issues will explore a variety of themes such as best practices in family wealth management, portfolio management strategies, navigating uncertainty and opportunities, retirement planning, and tax considerations. These topics underscore the Institute's holistic approach to equipping financial professionals with timely and strategic resources.
By reimagining its flagship publication, the Investments & Wealth Institute underscores its unwavering commitment to fostering excellence among financial advisors. The 'Investments & Wealth Review' stands as a testament to the Institute's role as a leading credentialing and educational organization in the wealth management sector, dedicated to advancing the profession through innovative and relevant content.
