InvestmentSense

You won’t want to miss the Investment Management Consultant Association’s^® (IMCA^®) 2017 Private Wealth Advisor Conference, Oct. 16-17 at the Chicago Marriott Downtown Magnificent Mile. The event will explore issues across a wide variety of subjects that influence wealth management – the economic forecast, elder abuse, public policy, portfolio management, and more.

Participants will learn how to transform knowledge into value for themselves, their clients and the industry, while networking with other professionals and leaders from across the nation. Sessions feature an array of topics, including:

• Risks and challenges in the modern U.S. economy with Professor Justin Wolfers from the University of Michigan.
• The five core competencies required to build a family financial success with Stacy Allred, CFP^®, of Merrill Lynch.
• The importance of building and maintaining trust in financial relationships with Stephen Covey, co-founder of CoveyLink and the FranklinCovey Global Speed of Trust.
• ...

Last month, we invited you to participate in our Future of Investment Advice Study, with the objective of helping the investment consulting profession define and adapt to ever-changing market conditions in the investments and wealth profession. Did you know that IMCA has a number of other research initiatives underway?

Like elite educational institutions providing top-quality education, we produce frequent research reports in partnership with reputable third-party research firms with the...

We are at capacity, but there is a waiting list if you want to be placed on it for the Investment Management Consultants Association’s® (IMCA®) Focus on Investing for Decumulation event, next week on Sept. 18 at the Four Seasons Hotel in Toronto. The sold-out event will teach advisors how to answer client questions and maximize income streams after the wealth accumulation phase ends and the retirement savings spending phase begins.¹

Attendees will learn how to transform knowledge into...

Fall is a season of excitement, where students go back-to-school to learn and grow. It is also a time of great change. In one of our posts last month, we referenced IMCA’s strategic growth plan focused on “GEARS” – clear objectives to grow, strengthen our educational position, add value, create relevance, and live by high standards. Our goal is to support your growth by transforming the knowledge you gain as a member into value for you, your clients, and the profession. As we move into a new...

You’re invited to join the Investment Management Consultants Association’s® (IMCA®) Masters Series: Advanced Investment Strategist Program, Sept. 11-12, Inn at Penn, Philadelphia. The two-day event is in collaboration with The Wharton School at the University of Pennsylvania to deliver the latest education on investment strategies for high-net-worth investors.

Attendees will have the opportunity to transform knowledge into value for their clients with some of the nation’s leading thought...

IMCA is currently conducting a global study on the future of professional investment advice. If you are a leading practitioner in this global profession, we need your input.

IMCA’s “Future of Investment Advice Study: 2017 CIMA^® Job Analysis” examines the activities that comprise the role investment professionals play, and evaluates the knowledge, skills and abilities required to complete those activities effectively. The financial advisory industry is arguably one of the most dynamic sectors...