Home > News Room > Investment Sense Blog > 2018 > September 2018

Investment Sense Blog

Join the Institute in Chicago for the Wealth Advisor Forum, Oct. 8–9 in Chicago

Posted on 09/18/2018

Contributed by Investments & Wealth Institute Communications Department

As a wealth management professional you know the more money a client has, the more work it takes to maintain, preserve or grow those assets.

How to Better Serve the Non-Profit Sector – New Course Available

Posted on 09/11/2018

Non-profits, endowments and foundations have unique sets of challenges and goals in addition to abiding by differing sets of rules and tax codes. Seeing this gap in curriculum, a new online course, Endowments & Foundations Consulting, is now available from Investments & Wealth Institute® (formerly IMCA).