--- title: Resource (2) description: Publications (2) --- [Skip to content](https://content.investmentsandwealth.org/publication/page/2#main-content) [![Investments & Wealth Institute ](https://content.investmentsandwealth.org/hubfs/content-hub/iwi_logo_w294_h46.svg "Investments & Wealth Institute ")](https://investmentsandwealth.org/) Explore - [All Content](https://4812204.hs-sites.com/content-hub) - [Video](https://4812204.hs-sites.com/content-hub?type=Video) - [eBook](https://4812204.hs-sites.com/content-hub?type=eBook) - [Case Study](https://4812204.hs-sites.com/content-hub?type=Case+Study) - [Blog](https://4812204.hs-sites.com/content-hub?type=Blog) - [Podcasts](https://4812204.hs-sites.com/content-hub?type=podcast) - [Webinars](https://4812204.hs-sites.com/content-hub?type=webinar) - [Find An Advisor](https://www.investmenthelp.org/) - [Contact](https://investmentsandwealth.org/contact-us) - [My Dashboard](https://portal.investmentsandwealth.org/s/login/?startURL=%2Fs%2Fhome-page) - Certifications - [CIMA](https://investmentsandwealth.org/certifications/cima-certification) - [CPWA](https://investmentsandwealth.org/certifications/cpwa-certification) - [RMA](https://investmentsandwealth.org/certifications/rma-certification) - [Help Me Choose](https://investmentsandwealth.org/certifications/compare-iwi-certifications) - [Online Education](https://investmentsandwealth.org/online-learning-financial-advisor-ce) - [Conferences & Events](https://investmentsandwealth.org/financial-advisor-conferences-events) - [Experience 2026](https://experience.investmentsandwealth.org) - [Membership](https://investmentsandwealth.org/membership) - [Publications & Resources](https://content.investmentsandwealth.org/) - [Partner Solutions](https://investmentsandwealth.org/partner-and-sponsor) - [About](https://investmentsandwealth.org/about/mission-purpose-value) # Publications Publications Active Filters Clear all Topics Filters 0 ## Latest Articles Sort by: Newest first Oldest first Title A-Z ### [![2026 High-Net-Worth Investor Research: The Connection Between Confidence, Expertise, and Growth](https://content.investmentsandwealth.org/hubfs/article-2026-research.png) Practice Management 2026 High-Net-Worth Investor Research: The Connection Between Confidence, Expertise, and Growth Financial advisors: 2026 research on 1,000 high-net-worth investors shows how advisor certifications relate to client confidence, ... Oct 12, 2026 1 min](https://content.investmentsandwealth.org/publication/high-net-worth-investor-research-connection-between-confidence-expertise-growth) ### [![More Than Performance](https://content.investmentsandwealth.org/hubfs/IWR-feature11.png) Practice Management More Than Performance Advisors: new CEG Insights research shows 28.7 percent of clients would leave an advisor who outsources investment management without ... Aug 14, 2026 1 min](https://content.investmentsandwealth.org/publication/how-portfolio-management-approach-drives-growth) ### [![Behavior Beats Education](https://content.investmentsandwealth.org/hubfs/IWR-feature10.png) Investments Behavior Beats Education Retirement planners: how sequence-of-returns risk and early inflation shocks can cut a retiree's safe withdrawal rate by half a percentage ... Aug 14, 2026 1 min](https://content.investmentsandwealth.org/publication/semi-liquid-funds-gating-and-investor-limits) ### [![The Impact of Market and Spending Shocks on Retiree Portfolios](https://content.investmentsandwealth.org/hubfs/IWR-feature9.png) Investments The Impact of Market and Spending Shocks on Retiree Portfolios Retirement planners: how sequence-of-returns risk and early inflation shocks can cut a retiree's safe withdrawal rate by half a percentage ... Aug 14, 2026 1 min](https://content.investmentsandwealth.org/publication/sequence-of-returns-risk-in-retiree-portfolios) ### [![Predictably Unprofitable](https://content.investmentsandwealth.org/hubfs/IWR-feature8.png) Investments Predictably Unprofitable Advisors: three researchers explain why prediction markets like Polymarket and Kalshi reward market makers, not the retail traders drawn to ... Aug 14, 2026 1 min](https://content.investmentsandwealth.org/publication/are-prediction-markets-an-investment) ### [![Crypto in the Portfolio](https://content.investmentsandwealth.org/hubfs/IWR-feature7.png) Investments Crypto in the Portfolio Advisors: how spot bitcoin ETFs and the GENIUS Act are changing digital asset allocation, and what a 5 percent bitcoin position does to ... Aug 14, 2026 1 min](https://content.investmentsandwealth.org/publication/crypto-portfolio-allocation-a-guide-for-advisors) ### [![Beyond Borders](https://content.investmentsandwealth.org/hubfs/IWR-feature6.png) Investments Beyond Borders Advisors: how jurisdictional diversification helps U.S. clients manage legal, tax, and currency concentration risk without requiring anyone ... Aug 14, 2026 1 min](https://content.investmentsandwealth.org/publication/jurisdictional-diversification-for-wealth-clients) ### [![CLO Equity](https://content.investmentsandwealth.org/hubfs/IWR-feature5.png) Investments CLO Equity Advisors: how CLO equity's structural arbitrage delivers mid-teens cash yields, and where it fits between private credit and private equity ... Aug 14, 2026 1 min](https://content.investmentsandwealth.org/publication/clo-equity-an-emerging-fixed-income-alternative) ### [![Private Infrastructure](https://content.investmentsandwealth.org/hubfs/IWR-feature4.png) Investments Private Infrastructure Advisors: how digitalization, decarbonization, and asset deconsolidation are driving private infrastructure AUM toward $1.5 trillion for ... Aug 14, 2026 1 min](https://content.investmentsandwealth.org/publication/private-infrastructure-investing-for-advisors) ### [![Stagflation-Light](https://content.investmentsandwealth.org/hubfs/IWR-feature3.png) Investments Stagflation-Light Advisors: why inflation risk from Iran-related energy shocks could push CPI toward 4 percent in 2026, and how a stagflation-light scenario ... Aug 14, 2026 1 min](https://content.investmentsandwealth.org/publication/stagflation-risk-what-it-means-for-portfolios) No articles found Try adjusting your search or filters [1](https://content.investmentsandwealth.org/publication/page/1) 2 [3](https://content.investmentsandwealth.org/publication/page/3) [4](https://content.investmentsandwealth.org/publication/page/4) ... 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