Curated News
By: NewsRamp Editorial Staff
March 04, 2025

Investments & Wealth Institute Introduces Investments & Wealth Review

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Source News Release

TLDR

  • Get ahead with essential insights on wealth management trends and best practices from elite financial advisors in the Investments & Wealth Review.
  • The Investments & Wealth Institute has rebranded Investments & Wealth Monitor as Investments & Wealth Review, offering bimonthly industry insights and thought-provoking articles.
  • By providing award-winning content and advice to elite financial advisors, the Investments & Wealth Review aims to enhance the quality of financial services for clients worldwide.
  • Discover the latest trends and expert advice in wealth management through the revamped Investments & Wealth Review, offering cutting-edge perspectives for financial professionals.

Impact - Why it Matters

This news matters as it provides valuable insights and trends in the wealth management industry, offering guidance to financial advisors on key topics and challenges. The rebranding of the publication signifies a modernized approach to delivering essential content to wealth professionals, enhancing their knowledge and expertise in serving clients effectively.

Summary

The Investments & Wealth Institute has launched Investments & Wealth Review (The Review), a refreshed version of its renowned publication, providing insightful articles on various wealth management topics. The first issue features discussions on industry trends, transition advice, advisor education, and more by leading experts in the field.

In addition, the Review will now include a dedicated section featuring content from the Journal of Investment Consulting and the Retirement Management Journal, enhancing the visibility of supplemental content. The upcoming issues in 2025 will cover themes like family wealth best practices, portfolio management, retirement planning, and tax matters.

Founded in 1985, the Institute is a leading professional association and education provider for financial advisors, offering certifications such as CIMA, CPWA, and RMA to over 30,000 practitioners globally.

Source Statement

This curated news summary relied on this press release disributed by News Direct. Read the source press release here, Investments & Wealth Institute Introduces Investments & Wealth Review

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