Investments & Wealth Institute Launches New Wealth Management Editor’s Choice eJournal

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Wealth Management eJournal curates the latest news, research, and commentary in wealth management.

Investments & Wealth Institute launched a brand new Wealth Management Editor’s Choice eJournal and Wealth Management eJournal in collaboration with the Social Science Research Network (SSRN) Financial Economics Network (FEN).


The Wealth Management Editor’s Choice eJournal is the newest addition to the Investments & Wealth Institute’s premier academic publications. Edited by Inna Okounkova, Adjunct Professor, Columbia University, Editor-in-Chief, Journal of Investment Consulting, this quarterly publication is designed to curate and provide the latest industry news, articles, commentary, research, case studies, and working papers happening in the field of wealth management. Each issue is devoted exclusively to the world of wealth management topics and will highlight 5-6 academic papers that the Editor believes are important for the profession.

This quarterly eJournal is available at; subscribe at no cost by visiting:


The Wealth Management eJournal is a larger collection of papers, covering a range of topics related to wealth management and investment advisory, including asset allocation, asset pricing, traditional and alternative investments, new technologies for wealth management, impact and sustainable investing, investment portfolio management, risk management, tax and estate planning, and retirement planning. The eJournal is also edited by Inna Okounkova, Adjunct Professor, Columbia University, Editor-in-Chief, Journal of Investment Consulting.

The e-journal is available at

In a world of information overload, the Wealth Management eJournal adds significant value to the wealth management community by curating the most important, timely, and original research from the global academic community. Additionally, the Wealth Management Editor’s Choice eJournal human editorial process follows a “less is more” approach and brings understanding and context to the latest academic developments. The goal is to create value beyond republishing information, allowing readers to focus on concise, useful, and actionable intelligence.

Private wealth clients have unique needs; these individuals require advisors with advanced skills and knowledge, which the Institute provides. The Wealth Management Editor’s Choice eJournal complements other wealth management educational offerings delivered by the Institute: the Certified Private Wealth Advisor® (CPWA®) certification program and the upcoming Wealth Advisor Forum, October 26-27, 2020, at the Swissôtel Chicago, Chicago, IL. The two-day event will focus on providing insight, effective strategies, and real-world tools to help financial professionals distinguish themselves among those that serve high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients.

About the Investments & Wealth Institute®
Established in 1985, the Investments & Wealth Institute, is a professional association, advanced education provider, and standards body for financial advisors, investment consultants, financial planners, and wealth managers who embrace excellence and ethics.

Investments & Wealth Institute administers three certifications, Certified Investment Management Analyst® (CIMA®), Certified Private Wealth Advisor® (CPWA®), and Retirement Management Advisor® (RMA®). Through its publications, live events, online courses, assessment-based certificate programs, and advanced certifications, the Institute delivers premier-quality, practical education to advanced practitioners in more than 39 countries.

SSRN's objective is to provide rapid, worldwide distribution of research to authors and their readers and to facilitate communication among them at the lowest possible cost. In pursuit of this objective, we allow authors to upload papers without charge. And, any paper an author uploads to SSRN is downloadable for free, worldwide.

The Financial Economics Network (FEN) hosts research content. You can subscribe to new content notifications through the SSRN User HeadQuarters at

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Devon Coquillard
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