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.