Don’t Miss IMCA’s 2017 Private Wealth Advisor Conference, Oct. 16-17 in Chicago!

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.

How IMCA Drives Industry Innovation

Contributed by Meghan Warren, special contributor

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?

Sold Out: IMCA’s Focus on Investing for Decumulation in Toronto, Sept. 18

Contributed by Meghan Warren, special contributor

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.

Investments and Wealth Competency Matrix Ensures Educational Excellence, Drives Learning

By Sean R. Walters, CAE®, Executive Director & Chief Executive Officer

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 season, there are many changes underway to help you achieve your own goals


Advanced Investment Strategist Program Delivers Latest Strategies for High-Net-Worth Investors

The Investment Management Consultants Association’s® (IMCA®) Masters Series: Advanced Investment Strategist Program, Sept. 11-12, Inn at Penn, Philadelphia, is a two-day event in collaboration with The Wharton School at the University of Pennsylvania that delivers the latest education on investment strategies for high-net-worth investors. Learn more about this program designed for seasoned professionals.

Future of Investment Advice Study: 2017 CIMA Job Analysis

Contributed by Greta Gloven, IMCA Communications

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.

New Initiatives Underway: IMCA is Transforming Knowledge into Value

Contributed by Scott Thayer, CIMA®, Chairman of the Board, and Sean Walters, CAE, Executive Director and CEO

The financial services industry is changing rapidly. Helping members embrace these changes is part of IMCA’s 2017 strategic initiatives and we wanted to share how the association is working to transform knowledge into value for you and your clients.  

Reckoning with China as an Economic Powerhouse

Contributed by Meghan Warren, special contributor

IMCA's Arnnual Conference Experience in May covered a wide range of topics with immediate and clear impact on investment and wealth professionals, from investment theories to behavioral economics. But the conference also tackled subject matter of a broader scale—including how economic and political developments abroad can affect money management at home. Dr. Paul Tiffany of the University of California – Berkeley took a close look at the dynamics of the American-China relationship in particular, in the context of whether you should consider investing in Chinese firms, as well as the ethical implications of those investments.

How Do You Become the Best in the Business?

Contributed by Meghan Warren, special contributor

One of the key principles underlying all of IMCA’s online and live educational opportunities, including its Annual Conference Experience, is providing pragmatic education that helps investment and wealth professionals drive their business forward. As part of this mission, this year’s conference offered an Advanced Business Strategist Program (ABS), a “conference within a conference” designed for leaders of small, medium or large advisory teams or independent advisory businesses.


Behavioral Economics for the Investments & Wealth Professional

Contributed by Meghan Warren, special contributor

At IMCA’s 2017 Annual Conference Experience, we heard from some of the premier voices in finance, psychology, marketing and business on how new disciplines and emerging trends can affect the investments and wealth management sector. One of those voices was Richard Thaler, Ph.D., a professor at the University of Chicago’s Booth School of Business, on the history of behavioral economics and its impact on financial services professionals.


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