Advisers Skeptical of Obama’s Wall Street Reform Plans
But the effort is essential to fix the financial system. Learn more.
How will regulatory reform impact you? Attend IMCA's live audio broadcast, “A Crisis of Confidence: Reforming Regulation,” Thur., September 17.

News Analysis: Schapiro's Warning is Likely to Change Broker Recruitment
Disclosure to clients could get new push; focus may turn to assets under management. Learn more.

Fund Watchdogs Blast SEC on Money Market Proposal
They say agency can't back up bid to ban second-tier securities. Learn more.

The New Kings of Wall Street
One year after the fall of Lehman, a new elite rises. Learn more.

IMCA IN THE NEWS—InvestmentNews, September 8, 2009
IMCA Designation to Focus on Behavioral Finance and Communicating with Clients
IMCA’s next six-month CPWA^SM certification program begins later this month. Learn more.

Industry Discovers the Advantages of IMCA Certifications
This month IMCA is launching an integrated marketing campaign designed to educate the industry about the value of advanced certification programs. Learn more.

LIVE AUDIO BROADCAST
A Crisis of Confidence: Reforming Regulation
Presented: Thursday, September 17, 4:15 PM ET
Registration deadline for live broadcast is 4 PM ET, September 17.
CE Credit: One hour
Presented by Daniel F. C. Crowley, partner, K&L Gates LLP

In the wake of the economic crisis, all of the laws and regulations governing financial services are being revisited simultaneously. The Obama administration’s financial regulatory reform plan includes new fiduciary duties for investment advisors and brokers, new registration requirements for advisors to private funds, and a new regulatory framework for banking products, over-the-counter derivatives, and other financial products. This session will focus on these proposals and the impact on investment management consultants and advisors. Click here for more information and to register.

IMCA 2009 Fall Professional Development Conference
Conference Dates: October 1–3, 2009
CE Credit: 20+ hours, including one ethics hours

This conference, held at the Atlanta Marriott Marquis in Atlanta, GA, features keynote addresses by Madoff whistleblower Harry Markopolos, CFA^®, CFE; Federal Reserve economist Marci Rossell, PhD; Arthur B. Laffer, PhD, of Laffer Associates; John Vautier, MA, of Vautier Communications; Liz Ann Sonders, MBA, of Charles Schwab & Co., Inc.; David S. Pottruck of Hightower Advisors Board of Directors; Ron Temple, CFA^®, of Lazard Asset Management, LLC; and Meir Statman, PhD, the Glenn Klimek Professor of Finance at the Leavey School of Business, Santa Clara University. Additional sessions focus on advanced investment strategies, wealth management, and practice management. Click here to download the full conference brochure and to register.

Also, if your company needs more exposure in the industry, this conference is the perfect opportunity to showcase your offerings to more than 1,100 advanced investment and wealth management experts. Click here for more information.

REGISTRATION NOW OPEN!
IMCA 2010 New York Consultants Conference
Conference Dates: January 11–12, 2010
Early-bird registration deadline is December 11!
CE Credit: 13 hours, including one ethics hour

Don't miss this conference, held at theGrand Hyatt New York, New York, NY. Click here for more information and to register.

IMCA Pre-Conference Workshop at FPA’s Annual Conference
Workshop Date: October 10, 2009
CE Credit: 6 IMCA-sponsored hours

IMCA is sponsoring a pre-conference workshop at "FPA Anaheim 2009" on Saturday, October 10. The workshop consists of two sessions, "Institutional Portfolio Construction and Investment Policy—A New Paradigm for Serving the Needs of Endowment and Foundation Clients" and "Trends in Private Wealth Management—Advanced Preservation and Distribution Strategies," and features Jim Dobbs, CFP^®, John Nersesian, CFP^®, CIMA^®, CPWA^SM, and Scott G. Thayer, CIMA^®. Click here for more information and to register.

IMCA 2009 Advanced Wealth Management Conference
Conference Dates: November 9–10, 2009
Early-bird registration deadline is October 9!
CE Credit: 13 hours, including one ethics hour

This conference, held at the Renaissance Chicago Hotel, in Chicago, IL, features keynote addresses by Tobias J. Moskowitz, PhD, The University of Chicago Booth School of Business; Randall S. Kroszner, PhD, MA, The University of Chicago Booth School of Business and former Federal Reserve Governor; and Natalie B. Choate, JD, author and well-known expert in the area of estate planning and retirement benefits. Additional sessions focus on estate planning strategies, serving high-net-worth families, hedge fund replication, asset protection techniques, grantor retained annuity trusts, life insurance trusts, and others. Click here for more information and to register.

IMCA 2009 Practice Management Conference
Conference Dates: December 6–8, 2009
Early-bird registration deadline is November 6!
CE Credit: 13 hours, including one ethics hour

This conference, held at The Canyons Grand Summit Resort in Park City, UT, features keynote addresses by Duncan McPherson, well-known industry author; Norman Inkster, recognized expert in national and international law enforcement and forensic investigations; Ken Haman, widely recognized strategist and performance coach, and others. Additional sessions focus on succession planning, outsourcing, optimum service models, transitioning to an independent practice, and maximizing productivity. Click here for more information and to register.

Industry Discovers the Advantages of IMCA Certifications
This month IMCA is launching an integrated marketing campaign designed to educate the industry about the value of advanced certification programs like the CIMA certification and the CPWA certification. You can view the first advertorial installment of this series on page 38 of the September 14 issue of InvestmentNews. A number of additional industry publications and Web sites have entered into trade agreements with IMCA to provide us with complimentary ad space for this campaign. We also will distribute postcards and e-mails to prospects in the industry. While we've worked hard to make sure we're not soliciting our current members, there is a chance that you may receive one of our promotions. We appreciate your support of IMCA and our efforts to grow awareness and recognition of our educational offerings.

New Member Benefit: Free Subscription to BusinessWeek
IMCA continually strives to provide valuable benefits for our members, and we are proud to announce a partnership with BusinessWeek magazine that offers a complimentary subscription to IMCA members. The first issue features a special message from IMCA and begins with the October 5 cover date. Through trusted content, intelligent context, and annual guides such as “Planning Your Retirement” and “Where to Invest,” BusinessWeek helps you move your business forward and better-understand your clients’ perspectives. You will receive a special message from BusinessWeek later this month with information on how to manage your free subscription. Keep your eyes peeled for the first issue next month!

Don’t Miss Journal of Investment Consulting Masters Series
You should receive the Summer 2009 issue of the Journal of Investment Consulting this week. Academic articles cover topics like portfolio decumulation, yield disparity in 401(k) plans, and an exclusive interview with Harry M. Markowitz, PhD. The interview with Dr. Markowitz is the eighth installment of the Journal’s Masters Series, which presents topical discussions with leading experts and visionaries in finance, economics, and investments. Previous interviews in the series featured Eugene F. Fama, PhD, Barr Rosenberg, PhD, John Bogle, and others. Look for your issue this week, and to purchase past Journal articles from IMCA's online store, click here.

A Reminder About Certification Renewal Requirements
One of the three requirements to renew the CIMA^® and/or CIMC^® license is to accumulate 40 hours (including two ethics hours) of CE credit during each certification renewal period. A listing of accepted continuing education topics can be downloaded online. For more information regarding certification renewal requirements, including the disclosure of any federal/state regulatory actions or complaints and the payment of the certification renewal fee, click here. Also, if you have not recently updated your contact information, please log in to "My IMCA" to ensure your information is up-to-date.

Get LinkedIn with IMCA!
IMCA's LinkedIn group offers an online gathering place for IMCA members to post jobs, discuss current issues, and network. The group is open only to IMCA members and currently is home to more than 630 of your peers. To join click here.