--- title: Resource (8) description: Publications (8) --- [Skip to content](https://content.investmentsandwealth.org/publication/page/8#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 Demise of Fiduciary Advice?](https://content.investmentsandwealth.org/hubfs/demise-of-fiduciary-advice-thb.png) Investments The Demise of Fiduciary Advice? How the SEC’s 2019 conduct standards reshaped fiduciary advice, blurred the broker–advisor divide, and elevated disclosure over conflict ... Mar 12, 2026 1 min](https://content.investmentsandwealth.org/publication/the-demise-of-fiduciary-advice) ### [![The Human Element in Advisor Education](https://content.investmentsandwealth.org/hubfs/human-element-thb.png) AI The Human Element in Advisor Education Why the future of financial advice depends less on technical expertise—and more on human development, conversation, and relationship skill. Mar 12, 2026 1 min](https://content.investmentsandwealth.org/publication/the-human-element-in-advisor-education) ### [![The Adviser’s Advisor](https://content.investmentsandwealth.org/hubfs/advisers-advisor-thb.png) Investments The Adviser’s Advisor How regulatory insight, long-term thinking, and ethical clarity can help advisors navigate compliance, growth, and succession. Mar 11, 2026 1 min](https://content.investmentsandwealth.org/publication/the-advisers-advisor) ### [![Transition Advice](https://content.investmentsandwealth.org/hubfs/transition-advice-thb.png) Investments Transition Advice How advisor succession, growth, and service expansion are driving the shift from solo practices to integrators and aggregators. Mar 11, 2026 1 min](https://content.investmentsandwealth.org/publication/transition-advice) ### [![A Changing Financial Advice Industry](https://content.investmentsandwealth.org/hubfs/changing-financial-thb.png) Investments A Changing Financial Advice Industry Key trends shaping financial advice in 2025, including advisor demographics, succession planning, and evolving practice economics. Mar 11, 2026 1 min](https://content.investmentsandwealth.org/publication/a-changing-financial-advice-industry) ### [![The Advice Industry: A Reckoning](https://content.investmentsandwealth.org/hubfs/advice-industry-thb.png) Investments The Advice Industry: A Reckoning Industry leaders David DeVoe, James Grubman, and Mark Tibergien discuss consolidation, succession risk, and the future of advice. Mar 11, 2026 1 min](https://content.investmentsandwealth.org/publication/the-advice-industry-a-reckoning) ### [![Future-Proofing Your Practice](https://content.investmentsandwealth.org/hubfs/future-proofing-thb.png) Wealth Planning Future-Proofing Your Practice Rising-gen heirs have distinct needs and expectations. Learn how advisors can engage, educate, and retain the next generation of wealthy ... Mar 11, 2026 1 min](https://content.investmentsandwealth.org/publication/future-proofing-your-practice) ### [![Rising Gen Engagement and Education](https://content.investmentsandwealth.org/hubfs/rising-gen-engagement-thb.png) Retirement Planning Rising Gen Engagement and Education Rising-gen heirs have distinct needs and expectations. Learn how advisors can engage, educate, and retain the next generation of wealthy ... Mar 11, 2026 1 min](https://content.investmentsandwealth.org/publication/rising-gen-engagement-and-education) ### [![The Philanthropy-Minded Advisor: A Bridge to the Next Generation](https://content.investmentsandwealth.org/hubfs/philanthropy-minded-thb.png) Retirement Planning The Philanthropy-Minded Advisor: A Bridge to the Next Generation Philanthropy can help advisors retain assets across generations. Learn how engaging Gen Z and millennials builds trust and long-term ... Mar 11, 2026 1 min](https://content.investmentsandwealth.org/publication/the-philanthropy-minded-advisor-a-bridge-to-the-next-generation) ### [![The Legacy of Values](https://content.investmentsandwealth.org/hubfs/legacy-of-values-thb.png) Wealth Planning The Legacy of Values An ethical will preserves values, stories, and wisdom beyond wealth. Discover why documenting your legacy matters more than ever. Mar 11, 2026 1 min](https://content.investmentsandwealth.org/publication/the-legacy-of-values) No articles found Try adjusting your search or filters [1](https://content.investmentsandwealth.org/publication/page/1) ... [6](https://content.investmentsandwealth.org/publication/page/6) [7](https://content.investmentsandwealth.org/publication/page/7) 8 [9](https://content.investmentsandwealth.org/publication/page/9) [10](https://content.investmentsandwealth.org/publication/page/10) ... 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