Investment Sense Blog

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