Investment Sense Blog

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.

Reckoning with China as an Economic Powerhouse

Posted on 08/02/2017

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.