Help Clients Make Choices

By Linda Corman
Special Contributor

Today, everyone faces a dizzying array of choices across all aspects of their lives—from what kind of coffee to drink to which dating website to search, to how to invest for the future.

Five Conference-Planning Trends at the 2017 IMCA Annual Conference Experience

By Sean Walters
CAE, Chief Executive Officer & Executive Director, IMCA  

Like all contemporary professions, the conference planning industry is evolving.  IMCA hosts more than 4,000 attendees at our 10 conferences and seminar programs each year, so I thought I’d share a brief post on what we’re doing to evolve.

Charge What You’re Worth

By Linda Corman
Special Contributor

To fend off the many threats that investment advisors face—from robo-advisors to competitors reducing fees—advisors need, above all, to learn to fully describe what they do for their clients, said Andrew McFetridge, CRPC®, national sales manager for the wirehouse channel of John Hancock Investments.

Bernstein on 2017 Investment Landscape: What to Expect?

By Linda Corman
Special Contributor

“The bull market has a ways to run and investors are missing out if they favor defensive positioning, as many are doing,” said Richard Bernstein, chief executive officer and chief investment officer, Richard Bernstein Advisors LLC.

Financial Advisors Gain Edge at Wharton

By Lauren Starkey
Wharton Executive Education


“When I was looking for a professional certification, I wanted something that would do more than just put a few letters behind my name,” said Robert Luna, chief executive officer, Surevest Wealth Management.  “I wanted something with rigor that would really challenge me.”


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