Investment Sense Blog

Happy Holidays from IMCA

Posted on 12/31/2016

Dear IMCA Members and Friends:

As we enter the holiday season, we’d like to share our appreciation for your support as members of IMCA and your commitment to raising the quality of professionalism in the advisor industry. Without your participation, we couldn’t have progressed toward our mission to deliver premier investment and wealth credentials and world-class education.

Now What? What's in Store for DOL's Fiduciary Rule Under the Trump Administration?

Posted on 12/01/2016

IMCA asked Duane Thompson, AIF® Potomac Strategies what actions our members should take regarding DOL, here are his thoughts:

Carl Richards Takes Us Through How to Have Those "Scary Market" Conversations

Posted on 08/31/2016

By Hart DuBois
IMCA Communications

Three Smart Takeaways from IMCA 2016 Focus on Fiduciary

Posted on 07/31/2016

By Ryan Hoffman
IMCA Communications

Focus on Next Generation Clients: An Inside Look at the July/August Investments & Wealth Monitor

Posted on 07/31/2016

By David Koulish, CPWA®, CFP®
Chair, Investments & Wealth Monitor Editorial Advisory Board

Industry Lawsuits Face Uphill Battle in Overturning DOL Fiduciary Rule

Posted on 06/30/2016

By Duane Thompson, AIFA®
Potomac Strategies LLC

Unusual Claims Cite Violations of First and Fifth Amendments

Focus on the Mature Client: An inside look at the May/June Investments & Wealth Monitor

Posted on 06/01/2016

By David Koulish, CPWA®, CFP®
Chair, Investments & Wealth Monitor Editorial Advisory Board

Editor's Note: From the new Journal of Investment Consulting

Posted on 05/31/2016

This issue of the Journal of Investment Consulting is an eclectic showcase of authors who are raising the bar for investment research and investing clients’ assets.

Focus on Institutional Investing: An inside look at the March-April Investments & Wealth Monitor

Posted on 04/30/2016

By David Koulish, CPWA®, CFP®
Chair, Investments & Wealth Monitor Editorial Advisory Board

Cerulli Associates’ Analysis of the New DOL Fiduciary Rule

Posted on 04/30/2016

By Bing Waldert
Managing Director, U.S. Research
CERULLI ASSOCIATES