--- title: Resource (3) description: Publications (3) --- [Skip to content](https://content.investmentsandwealth.org/publication/page/3#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 New Geography of Wealth: Why Global Mobility Has Become a Core Pillar of UHNW Planning](https://content.investmentsandwealth.org/hubfs/IWR-article9.jpg) Wealth Planning The New Geography of Wealth: Why Global Mobility Has Become a Core Pillar of UHNW Planning Why global mobility has become a core pillar of UHNW wealth planning, and how firms that invest in cross-border fluency can differentiate ... Jun 04, 2026 1 min](https://content.investmentsandwealth.org/publication/the-new-geography-of-wealth-why-global-mobility-has-become-a-core-pillar-of-uhnw-planning) ### [![A Lifecycle Approach to Financial Literacy for Wealthy Families](https://content.investmentsandwealth.org/hubfs/IWR-article5.jpg) Wealth Planning A Lifecycle Approach to Financial Literacy for Wealthy Families Why financial literacy is an underestimated risk to long-term wealth preservation, and how advisors are uniquely positioned to close the ... Jun 04, 2026 1 min](https://content.investmentsandwealth.org/publication/a-lifecycle-approach-to-financial-literacy-for-wealthy-families) ### [![Legacy by Design: Planning Considerations and Strategies for Fine Art and Collectibles](https://content.investmentsandwealth.org/hubfs/IWR-article6.jpg) Wealth Planning Legacy by Design: Planning Considerations and Strategies for Fine Art and Collectibles Best practices for integrating fine art and collectibles into a comprehensive estate plan, covering organization, tax strategy, governance ... Jun 04, 2026 1 min](https://content.investmentsandwealth.org/publication/legacy-by-design-planning-considerations-and-strategies-for-fine-art-and-collectibles) ### [![Book Review: Fixed](https://content.investmentsandwealth.org/hubfs/JIC24-1-article8.png) Investments Book Review: Fixed A review of Fixed: Why Personal Finance Is Broken and How to Make It Work for Everyone, examining reforms to improve financial systems and ... Apr 06, 2026 1 min](https://content.investmentsandwealth.org/publication/book-review-fixed) ### [![Book Review: Investing in Cryptocurrencies and Digital Assets](https://content.investmentsandwealth.org/hubfs/JIC24-1-article7.png) Investments Book Review: Investing in Cryptocurrencies and Digital Assets A review of Investing in Cryptocurrencies and Digital Assets by Keith Black, exploring blockchain technology, crypto business models, due ... Apr 01, 2026 1 min](https://content.investmentsandwealth.org/publication/book-review-investing-in-cryptocurrencies-and-digital-assets) ### [![Book Review: AI Superpowers](https://content.investmentsandwealth.org/hubfs/JIC24-1-article6.png) Investments Book Review: AI Superpowers A review of AI Superpowers: China, Silicon Valley, and the New World Order by Kai-Fu Lee, examining global AI competition and its economic ... Apr 01, 2026 1 min](https://content.investmentsandwealth.org/publication/book-review-ai-superpowers) ### [![The Expected Return of Bonds](https://content.investmentsandwealth.org/hubfs/JIC24-1-article5.png) Investments The Expected Return of Bonds This paper examines whether a bond’s yield to maturity can serve as a reliable proxy for expected returns and the conditions under which ... Apr 01, 2026 1 min](https://content.investmentsandwealth.org/publication/the-expected-return-of-bonds) ### [![Gender and Investments in Tennis Players](https://content.investmentsandwealth.org/hubfs/JIC24-1-article4.png) Investments Gender and Investments in Tennis Players New research examines investing in professional tennis players’ earnings, showing how gender parity and endorsement income have improved ... Apr 01, 2026 1 min](https://content.investmentsandwealth.org/publication/gender-and-investments-in-tennis-players) ### [![Factors Motivating the Institutionalization of Cryptocurrencies](https://content.investmentsandwealth.org/hubfs/JIC24-1-article3.png) Investments Factors Motivating the Institutionalization of Cryptocurrencies Cryptocurrencies are becoming a permanent part of the financial system, transforming payments and transactions while raising important ... Apr 01, 2026 1 min](https://content.investmentsandwealth.org/publication/factors-motivating-the-institutionalization-of-cryptocurrencies) ### [![Master Series Interview - Andrew W. Lo, PhD](https://content.investmentsandwealth.org/hubfs/JIC24-1-article2.png) Investments Master Series Interview - Andrew W. Lo, PhD Andrew Lo discusses the state of financial innovation and its implications for the global economy in a roundtable with industry leaders and ... 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