The Investments & Wealth Institute has launched a modernized version of its bimonthly publication, rebranding the former 'Investments & Wealth Monitor' as 'Investments & Wealth Review'. The rebranded publication maintains its commitment to delivering peer-reviewed content while adopting a more contemporary design and editorial strategy.
The January/February 2025 issue features a collection of thought-provoking articles addressing critical challenges facing wealth management professionals. Key themes include industry transformation, advisor transitions, market counsel, and emerging trends in financial advisory services.
Avi Sharon, Chair of the Editorial Advisory Board, emphasized the publication's shift toward providing 'advice to advisors' by bringing together industry veterans to share insights on current challenges and future opportunities. The redesigned Review aims to deliver essential information to investment and wealth professionals through a fresh, modern lens.
Notable features include a roundtable discussion on the advice industry's future, an exploration of key trends shaping financial advisory services in 2025, and in-depth analyses of topics ranging from legal considerations for independent practices to the importance of specialization and niche targeting.
The Institute has also announced plans to introduce an annual 'Commencement' issue beginning in January 2026, which will showcase the most distinguished content from the preceding year, including interviews and organizational updates.
Upcoming issues of the Investments & Wealth Review will focus on specialized themes such as family wealth best practices, portfolio management, retirement strategies, and tax considerations, providing comprehensive insights for financial professionals.
