Even Investors who Avoided Losses Fear for their Future
39% of those surveyed by FRC say they feel less secure than a year ago. Learn more.

Muni ETFs Gain Popularity, but are they a Good Fit?
Lower expenses a plus, but pricing variation poses risk. Learn more.

Tax Hikes May Spell Trouble for Hedge Funds
Emphasis on short-term returns leaves them vulnerable. Learn more.

IMCA IN THE NEWS—coverage in Bank Investment Consultant and InvestmentNews from IMCA's 2009 Fall Professional Development Conference, October 1–3, in Atlanta

Markopolos: SEC Should Improve or Die. Learn more.

HighTower Exec Says Advisers are Not a Distribution Channel.
Learn more.

“Roth Revolution” Just Around the Corner, Adviser Predicts.
Learn more.

Even a Recovery will be Painful, Says Economist. Learn more.

EARLY-BIRD REGISTRATION DEADLINE IS FRIDAY, OCTOBER 9!
IMCA 2009 Advanced Wealth Management Conference
Conference Dates: November 9–10, 2009
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.

LIVE AUDIO BROADCAST
Under the Hood: Leveraged ETFs and Your Portfolio
Presented: Thursday, October 15, 4:15 PM ET
Registration deadline for live broadcast is 4 PM ET, October 15.
CE Credit: One hour
Presented by Phil Mackintosh, Credit Suisse

Leveraged ETFs have been one of the most successful new products launched in the past three years, but during the credit crisis, returns on many of these ETFs were not what investors anticipated. This unexpected performance has generated a lot of negative media and regulatory attention. This session will highlight the performance issues, debunk myths, and describe the regulatory landscape for using leveraged ETFs in a portfolio. 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.

If your company needs more exposure in the industry, this conference is the perfect opportunity to showcase your offerings to advanced investment and wealth management experts. There are a few exhibitor spaces still available! Click here for more information.

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 the Grand Hyatt New York, New York, NY. Click here for more information and to register.

IMCA 2010 Annual Conference
Conference Dates: May 17–19, 2010
Early-bird registration deadline is April 16!
CE Credit: 20+ hours, including one ethics hours

This conference, held at the brand new Hilton Orlando Bonnet Creek and Waldorf Astoria in Orlando, FL, offers an unparalleled opportunity to network, attend first-class workshops, attain continuing education credits, and more. Plan to attend the event of the year for advanced investment and wealth management professionals, featuring keynote presenters Joseph Stiglitz, PhD, Michael Lewis, Marvin Zonis, PhD, Peter Gomes, and many more. Click here for more information and to register.

Manage Your Subscription to BusinessWeek
As a member, you should have received the special cover-wrapped October 5 issue of BusinessWeek last week. This complimentary subscription is available to IMCA members through a partnership with BusinessWeek. To update your address or otherwise manage your subscription, click here or e-mail BusinessWeek directly at bwkcustserv@cdsfulfillment.com. If you are interested in learning more about IMCA’s partnership with BusinessWeek, including the opportunity for your firm to support an IMCA special advertising supplement in the “Investment Outlook 2010” issue later this year, please download the fact sheet.

IMCA Hosts Pre-Conference Workshop at FPA’s Annual Conference
In an effort to continue spreading the word about the leading-edge knowledge provided through IMCA’s CIMA^® and CPWA^® certification programs, 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^®; and Scott G. Thayer, CIMA^®. The workshop has been pre-approved for six hours of IMCA-sponsored continuing education credit. Click here for more information and to register.

A Reminder Regarding Certification Renewal Fees
One of the three requirements to renew the CIMA^® and/or CIMC^® license is to pay a certification renewal fee—discounted to $105 for IMCA members and $500 for nonmembers. This fee supports trademark monitoring, background checks, record maintenance, and administrative efforts. Certificants receive a reminder and an invoice for the certification renewal fee 90, 60, and 30 days in advance of their certification renewal date. For more details regarding certification renewal requirements, click here.

Call for Volunteers: IMCA Speakers Bureau
News stories are powerful and persuasive tools that shape attitudes and perceptions. Because IMCA delivers the premier investment consulting and wealth management credentials and world-class educational offerings, our members are valuable resources for reporters. More and more reporters are turning to IMCA for experts who can offer unbiased information on an assortment of topics. We invite you to take an active role in positively impacting media coverage of the financial services industry by joining the IMCA Speakers Bureau. Participants receive notice of media opportunities as they arise. For more information, please e-mail Beau Ballinger, corporate communications manager.