Inaugural Rebranded Issue Focuses on Wealth Management Theme: “The Advice Industry: A Reckoning;” Includes Insights from Industry Lifers in Peer-Reviewed Articles
DENVER, CO / ACCESS Newswire / March 4, 2025 / The Investments & Wealth Institute (the Institute) – the premier credentialing body, continuing education resource, and professional membership association for elite financial advisors and wealth management professionals – has launched Investments & Wealth Review (The Review), a new iteration of its hallmark publication, formerly known as Investments & Wealth Monitor.
The Review is the Institute’s bimonthly, award-winning, peer-reviewed magazine, written by award-winning authors from academic institutions and leading financial firms. Each issue includes current industry news and thought-provoking articles on the investment, legal, regulatory, business development, retirement, and wealth management topics that matter most to wealth management professionals and their clients. The refreshed name and design reflect a modernized look and feel while maintaining the same trusted content that Institute members rely on.
“To kick off the new look, and the new year, we wanted to temporarily shift our editorial focus-moving beyond investment topics to provide ‘advice to advisors.’ To do this, we’ve brought together industry lifers to share their insights on pressing challenges and the road ahead,” said Avi Sharon, PhD, CAIA®, Chair of The Review’s Editorial Advisory Board and Managing Director at Golub Capital. “We’re excited to continue delivering essential insights to investment and wealth professionals in a fresh, modern way that aligns with the Investments & Wealth Review rebrand.”
The January/February 2025 Investments & Wealth Review includes the following features:
• The Advice Industry, a Reckoning: A Discussion with David DeVoe, James Grubman, PhD, and Mark Tibergien, a roundtable discussion moderated by Avi Sharon, PhD, CAIA®. This feature highlights the forces shaping the wealth management industry and the evolving role of advice and reveals some important factors for advisors to consider in the new year.
• A Changing Financial Advice Industry: Key Trends in 2025, by Daniil Shapiro, CFA®, Andrew Blake, Brad Bruenell, Chayce Horton, Stephen Caruso, and Andrew Larsen. This feature outlines how success ahead will depend on how well advisors and wealth management firms adapt to shifting demographics, financial trends, and evolving product options.
