November/December 2015—Outcome-Based/Goal-Based Investing

Year Published: 
2015

Issue:

Feature Articles—November/December 2015
A Behavioral Perspective on Goal-Based Investing, Peter Brooks, PhD, Greg B. Davies, PhD, and Robert E. D. Smith, CFA® 
All In One Basket: Why Job, Home, and Social Security Are as Important to Retirement Planning as an Investment Portfolio, David Blanchett, CFA®, CFP®, and Philip Straehl
Behavioral Finance: A Discussion with Nicholas C. Barberis, PhD, Interviewed by Anthony B. Davidow, CIMA®
Current Trends in Philanthropy, Eileen Heisman
Does Goals-Based Investing Help Achieve Better Investor Outcomes? Jean L. P. Brunel, CFA®
Impact Investing and Goals-Based Financial Planning, Margaret M. Towle, PhD, CAIA®, CIMA®, CPWA®
Managing Client Relationships in a Goals-Based Framework, Scott Welch, CIMA®
Realistic Goal-Setting: A Tailored Fiduciary Approach Toward Sustainable Retirement Outcomes, Brian Hunter, CIMA®, and Ryan Spagnolo, CFA®
Social Impact Insights: Philanthropy Trends Worth Watching in 2016, Gayle Jennings-O’Byrne
Tax Planning: 2015 Year-End Tax-Planning Techniques, Suzanne L. Shier, JD
Tax Planning: Five Things You Need to Know about Taxes on Mutual Funds and Exchange-Traded Funds, Jim Weil, CIMA®, CFP®
What to Expect in the Final DOL Fiduciary Rule, Duane Thompson, AIFA®

Op-Ed
Compensation Trends in Wealth Management: Lessons from the Wirehouses, Allan Starkie, PhD

Spotlight on Ethics
The Ethics of Intelligent Machines, Vincent Paglioni

Inside IMCA
Editor’s Note
IMCA Introduces 2016 Board of Directors: Scott Thayer Appointed Incoming Chairman
Investment Strategies, Cybersecurity, and Politics: IMCA’s 2016 Investment Consultants Conference in New York City
Recent CIMA® and CPWA® Certificants