--- 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 ### [![The Fracturing of the Global Economy](https://content.investmentsandwealth.org/hubfs/IWR-feature1.png) Investments The Fracturing of the Global Economy Financial advisors: five portfolio implications of a fragmenting, multipolar global economy, from regional diversification to active ... Aug 14, 2026 1 min](https://content.investmentsandwealth.org/publication/the-fracturing-of-the-global-economy) ### [![Portfolio Construction in a Fracturing World](https://content.investmentsandwealth.org/hubfs/IWR-Issue%20No%203%202026.png) Investments Portfolio Construction in a Fracturing World Wealth advisors: portfolio construction, private infrastructure, CLO equity, crypto allocation, jurisdictional diversification for a ... Aug 14, 2026 1 min](https://content.investmentsandwealth.org/publication/asset-allocation-in-a-multipolar-world) ### [![A Bridge to Higher Ground: UHNW Planning Adjacencies for Crossover Advisors](https://content.investmentsandwealth.org/hubfs/IWR-full-issue.jpg) Wealth Planning A Bridge to Higher Ground: UHNW Planning Adjacencies for Crossover Advisors How advisors can build the cross-cohort fluency needed to serve ultra-high-net-worth clients across pre-transaction planning, real estate ... Jun 04, 2026 1 min](https://content.investmentsandwealth.org/publication/a-bridge-to-higher-ground-uhnw-planning-adjacencies-for-crossover-advisors) ### [![Beyond the Portfolio: Navigating the Philanthropic Adjacency with Charitable Gift Planning ](https://content.investmentsandwealth.org/hubfs/IWR-article2.jpg) Wealth Planning Beyond the Portfolio: Navigating the Philanthropic Adjacency with Charitable Gift Planning  Discover how structured charitable giving strategies help advisors deliver more value, from tax efficiency to multigenerational wealth ... Jun 04, 2026 1 min](https://content.investmentsandwealth.org/publication/beyond-the-portfolio-navigating-the-philanthropic-adjacency-with-charitable-gift-planning) ### [![Enhancing Net After-Tax Returns with Private Placement Life Insurance](https://content.investmentsandwealth.org/hubfs/IWR-article4.jpg) Wealth Planning Enhancing Net After-Tax Returns with Private Placement Life Insurance Learn how private placement life insurance can help ultra-high-net-worth clients enhance after-tax returns, shield investments from tax, ... Jun 04, 2026 1 min](https://content.investmentsandwealth.org/publication/enhancing-net-after-tax-returns-with-private-placement-life-insurance) ### [![The Art Before the Deal: Pre-Transaction Wealth Planning for Business Owners](https://content.investmentsandwealth.org/hubfs/IWR-article1.jpg) Wealth Planning The Art Before the Deal: Pre-Transaction Wealth Planning for Business Owners Help business-owner clients protect more wealth before a sale. Learn the planning strategies advisors should introduce before a transaction ... Jun 04, 2026 1 min](https://content.investmentsandwealth.org/publication/the-art-before-the-deal-pre-transaction-wealth-planning-for-business-owners) ### [![The Rise of the Sovereign Portfolio](https://content.investmentsandwealth.org/hubfs/IWR-article10.jpg) Wealth Planning The Rise of the Sovereign Portfolio How sovereign diversification through global residence and citizenship solutions is reshaping wealth strategy for affluent families seeking ... Jun 04, 2026 1 min](https://content.investmentsandwealth.org/publication/the-rise-of-the-sovereign-portfolio) ### [![A Compelling Opportunity for Tax-Efficient Growth: Private Credit in Insurance-Dedicated Portfolios](https://content.investmentsandwealth.org/hubfs/IWR-article7.jpg) Wealth Planning A Compelling Opportunity for Tax-Efficient Growth: Private Credit in Insurance-Dedicated Portfolios Why private credit may be the optimal asset for insurance-dedicated fund vehicles, and how the combination of tax-deferred compounding and ... Jun 04, 2026 1 min](https://content.investmentsandwealth.org/publication/a-compelling-opportunity-for-tax-efficient-growth-private-credit-in-insurance-dedicated-portfolios) ### [![Listening to the Next Generation: The Power of Real Estate Exchanges to Transfer Family Wealth](https://content.investmentsandwealth.org/hubfs/IWR-article8.jpg) Wealth Planning Listening to the Next Generation: The Power of Real Estate Exchanges to Transfer Family Wealth Why real estate exchanges may be the optimal strategy for families with appreciated commercial properties navigating generational wealth ... Jun 04, 2026 1 min](https://content.investmentsandwealth.org/publication/listening-to-the-next-generation-the-power-of-real-estate-exchanges-to-transfer-family-wealth) ### [![The Advisor-Client Disconnect: Closing the Gaps That Are Stifling Success](https://content.investmentsandwealth.org/hubfs/IWR-article3.jpg) Wealth Planning The Advisor-Client Disconnect: Closing the Gaps That Are Stifling Success Why the gap between what advisors offer and what clients want is costing firms growth, and how strategic realignment around investor ... Jun 04, 2026 1 min](https://content.investmentsandwealth.org/publication/the-advisor-client-disconnect-closing-the-gaps-that-are-stifling-success) 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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