InvestmentSense

Like all organic systems, industry professionals evolve within their context. So how exactly does a professional body of knowledge rise, stabilize, and adapt over time?

The evolution of professional bodies of knowledge may occur in many ways. From an association executive’s perspective, here’s how I have watched this process play out in the professions I have served over the years:

1)     Foundation – Academicians and researchers regularly update their intellectual discipline (using scientific methodology) thereby creating a foundation for a field of professions.

2)     Application -- Professionals in the field practice using these academic principles (often integrating other principles from related academic fields). These practitioners experiment and compete with each other, and new best practices emerge through the application of new technologies, products, processes and procedures.

3)     Development – Similarly to the peer-review process which occurs in the academic world in step one,...

With a new year and a strong economy, I hope all of you are setting professional development goals for yourself and your employees. Here are four suggestions for you to make the most of your professional development in 2018:   1) Review Memberships and Subscriptions – Have you reviewed your association memberships, trade publications, newsletters, online communities and subscriptions lately? The simplest and most accessible form of professional development is through your computer and mailbox,...

With major overhauls to our tax system and a rapidly changing global landscape, this year’s Investment Advisor Forum is not to be missed. To better prepare you for what’s on the horizon, join the nation’s leading economists, investment strategists, and financial services thought leaders as they discuss timely and impactful issues at the Investment Advisor Forum 2018, Jan. 16-17, Marriott Marquis, New York, NY. Speakers and topics include:

• Stephen Dubner, award-winning co-author of the book...

The Investment Management Consultants Association (IMCA) is now the Investments & Wealth Institute^™.

Watch the video shared today at our 2017 Private Wealth Advisor Conference.

The rebrand is part of a multi-stage strategic plan, initiated by your Board of Directors, to better-position the organization for the future. The new name more accurately reflects who we are and what we do, providing greater clarity to your clients, your peers, and the industry at large. What can you expect as a result...

Be sure to watch your inbox next week! On Monday, October 16, IMCA will be making an important announcement at the IMCA 2017 Private Wealth Advisor Conference in Chicago. We want to make sure that you don’t miss hearing about how the organization is transforming knowledge into value for you, your clients, and the industry.

The expectation for advanced knowledge and professionalism in the industry is rising, and we’re here to serve you with new solutions to meet that growing need. As part of...

Investments & Wealth Institute released research results this week from a study conducted by the Aite Group, exploring how the Certified Investment Management Analyst^® (CIMA^®) certification correlates with practice success and career satisfaction for financial advisors.

The Institute’s study, “The Value of CIMA Certification to an Advisor’s Practice,” gathered input from 436 advisors, including 104 with a CIMA certification, between April and May 2017. What they found was that more than 60...