Investment Sense Blog

Investment Management Consultants Association (IMCA) is now Investments & Wealth Institute

Posted on 10/16/2017

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

The Investment Management Consultants Association (IMCA) is now the Investments & Wealth InstituteTM.

Watch the video presenting our news at the 2017 Private Wealth Advisor Conference.

 

Watch for an Important IMCA Announcement October 16!

Posted on 10/09/2017

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

Be sure to watch your inbox next week! On Monday, October 16, IMCA will be making an important announcement at the IMCA 2017 Private Wealth Advisor Conference in Chicago. We want to make sure that you don’t miss hearing about how the organization is transforming knowledge into value for you, your clients, and the industry.

New Aite Study Finds CIMA Advisor Performance Significantly Outpaces Non-CIMA Advisors

Posted on 10/08/2017

By Josh Randall, Investments & Wealth Communications

The Investments & Wealth Institute released research results this week from a study conducted by the Aite Group, exploring how the Certified Investment Management Analyst® (CIMA®) certification correlates with practice success and career satisfaction for financial advisors.

The Institute’s study, “The Value of CIMA Certification to an Advisor’s Practice,” gathered input from 436 advisors, including 104 with a CIMA certification, between April and May 2017. What they found was that more than 60 percent of CIMA-certified professionals surveyed indicated that their CIMA certification had a considerable impact on their knowledge of investment management, gave them greater confidence in providing investment advice to high-net-worth clients, and strengthened their ability to manage their clients’ investments – earning them greater trust and satisfaction from their clients.

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

Posted on 10/03/2017

Contributed by Meghan Warren, special contributor

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

Posted on 09/14/2017

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

Posted on 09/12/2017

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.1

Investments and Wealth Competency Matrix Ensures Educational Excellence, Drives Learning

Posted on 08/30/2017

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

Posted on 08/24/2017

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

Posted on 08/21/2017

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

Posted on 08/07/2017

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.