The Investments & Wealth Institute has launched a reimagined version of its professional publication, rebranding from 'Investments & Wealth Monitor' to 'Investments & Wealth Review'. This strategic transformation represents more than a cosmetic change, signaling a deliberate effort to modernize content delivery while maintaining the publication's reputation for high-quality, peer-reviewed financial insights.
The January/February 2025 issue demonstrates the publication's renewed focus, featuring an expansive array of articles addressing critical challenges facing wealth management professionals. Key themes include industry trends, advisor transitions, business development strategies, and evolving regulatory landscapes.
Avi Sharon, PhD, Chair of the Review's Editorial Advisory Board, emphasized the publication's commitment to providing 'advice to advisors' by curating content from industry veterans. The issue includes roundtable discussions and feature articles exploring complex topics such as shifting demographics, legal considerations for independent practices, and emerging trends in financial advice.
Notably, the rebranded publication will introduce several innovative content strategies. Beginning in January 2026, an annual 'Commencement' issue will showcase the most distinguished content from the preceding year, including interviews, organizational updates, and comprehensive educational program catalogs.
The Review's 2025 thematic lineup reflects the publication's comprehensive approach to wealth management, with upcoming issues focusing on family wealth practices, portfolio management, uncertainty and opportunities, retirement strategies, and tax considerations.
This transformation underscores the Investments & Wealth Institute's ongoing commitment to delivering sophisticated, forward-looking content for financial professionals. By modernizing its flagship publication, the organization aims to provide practitioners with nuanced insights that can drive strategic decision-making in an increasingly complex financial landscape.
