Ron Surz

Ron Surz
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The 70-Year History of Investment Consulting Part 3: 2006 - Present

Posted by Ron Surz on Oct 1, 2020 10:54:08 AM

This blog is part 3 of a three-part series covering the evolution of investment consulting. This blog explores 2006–Present.

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The 70-Year History of Investment Consulting: Part 2 - 1986-2005

Posted by Ron Surz on Sep 24, 2020 5:15:07 PM

Investment consulting has a long history that has been marked by innovations occurring about every 10 years. This blog is Part 2 of our three-part 70-Year History Series. This blog explores 1986-2005.

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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

Investment Sense provides expert thinking on the relevant topics that impact your business along with  updates from the Institute that will keep you up to speed on important happenings at your professional association. Industry experts—practitioners, academics and economists—will provide the latest thinking on today’s important topics, and you’ll hear from Institute volunteers and staff on association news that impacts your membership and certification.   

 

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