Ron Surz

Ron Surz
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The 70-Year History of Investment Consulting: Part 1 - 1950-1985

Posted by Ron Surz on Sep 15, 2020 9:05:21 AM

The Investments & Wealth Institute (formerly Investment Management Consultants Association) was founded in 1985 by eight investment consultants. The aim was to broaden public understanding of investment consulting and increase the professionalism of those providing consulting services through education, ethics, and certification. In the 35 years since our founding at lot has changed in the industry, however the Institute is only half as old as the industry itself.

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Welcome to The Institute Blog:  Investment Sense - Advanced analysis for today’s savvy advisors

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