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NEWS
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Are Bear Markets Bad for your Health? Yes, Says Duke Researcher
Stock market slides may hurt more than your savings. Learn more.

Dodd's Revised Bill a Mixed Bag for Advisers
In: Investor Advocate office, ramped up protection for senior investors; Out: fiduciary standard for brokers who give advice. Learn more.

World Markets All Over the Map
Global stocks decidedly mixed, as investors await the revised financial reform bill in the United States. Learn more.

Stocks Trade in Tight Range Ahead of Fed Meeting
Major stock indexes were little changed Tuesday while investors awaited results from the Federal Reserve's meeting on interest rates. Learn more.

Proof That Active Managers Can Outperform
Investors have a sharp eye for value in today's environment, and the operation of any actively managed funds you recommend to clients should be explained in detail to demonstrate their worth. Learn more. (Requires log-in to Horsesmouth.com. Click here to enroll in IMCA's free six-month trial.)


ALERTS
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LAST CHANCE TO REGISTER FOR LIVE AUDIO BROADCAST
Ethical Decision-Making
Presented Thursday, March 18

Registration deadline for live broadcast is 4 PM ET, March 18
CE Credit: One ethics hour
Presented by Lauren Bloom, JD, LLM, CCEP, Elegant Solutions Consulting

This session will teach you how to resolve ethical dilemmas while preserving professional relationships with clients and colleagues. Click here for more information and to register.

In addition, registration is now open for the next three live audio broadcasts: Risk Management Strategies (April), Tangible Investing in a Global Marketplace (May), and Economic and Investment Outlook Part II (June). Can’t wait to access leading-edge content? Consider any of 12 archived audio broadcasts currently available for registration and immediate access! Visit IMCA’s Web site to learn more.

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

Plan to attend the event of the year for advanced investment and wealth management professionals. Click here to view the entire program and to register online. Conference highlight:

FouseA Conversation with William L. Fouse, MBA, CFA®
Mr. Fouse is widely known as the “Father of Indexing” and the creator of the first quantitative tactical asset allocation strategy. During this session, he will discuss his 57 years in the investment management business, the thoughts and theories behind his groundbreaking work, and his views on current events in the financial marketplace.

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AGENDA COMING SOON!
IMCA 2010 Advanced CIMA® Workshop: The Best of Wharton
Conference Dates: July 19–20, 2010
Early-bird registration deadline is June 18!
CE Credit: Between 10 and 12 hours

Join the community of Certified Investment Management AnalystSM professionals at the fourth-annual workshop, held at The Inn at Penn, A Hilton Hotel, Philadelphia, PA. This conference is open only to CIMA certificants in good standing, and focuses on advanced investment strategies. During the conference, Wharton professors will present new research and reinforce the education delivered through the CIMA certification program. Click here for more information and to register.

MY IMCA
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IMCA Case Study Connections
IMCA is launching a new member benefit this spring: IMCA Case Study Connections. This electronic publication will present an institutional or high-net-worth client situation along with two potential solutions that will be written by advisors and consultants. We are looking for a core group of IMCA members who would be willing to write the potential solutions (500–750 words). The responses will be anonymous. If you would like more information, please e-mail Debbie Nochlin.

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IMPORTANT—Update Your Contact Information in “My IMCA”
IMCA strives to keep our members on the forefront of investment trends and strategies, and will continue to alert you to new membership offerings, important notices for designees, and world-class educational opportunities. But we need to make sure we have your correct contact information. Log in to “My IMCA” to update your contact information, monitor your CE credits, and access your member benefits.

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Need CE? Take the Quiz in Investments & Wealth Monitor
In 2010, IMCA has pre-approved a continuing education (CE) quiz for one hour of CIMA®, CIMC®, and CPWA® IMCA-sponsored CE credit, beginning with the January/February 2010 issue. Visit IMCA's Web site to learn more.

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A Reminder Regarding Certification Renewal Requirements
There are three requirements to renew the CIMA®/CIMC® or CPWA® license: complete and report a minimum of 40 hours of continuing education (CE) credit during the two-year certification renewal period; pay a certification renewal fee; and sign and submit a disclosure statement. For complete details regarding CIMA/CIMC certification renewal requirements, click here. For more information regarding CPWA designation renewal requirements, click here.

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LinkedInLooking to Connect with Your Peers?
IMCA's LinkedIn group offers an online community to share best practices, discuss current issues, post jobs, and network. The group is open only to IMCA members and currently is home to more than 900 of your peers. To join click here.

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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. To enroll in IMCA's Speakers Bureau, download, complete, and submit the IMCA Guidelines for Working with the Media document to Beau Ballinger.

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Resources and Content Available in the IMCA Store
The online IMCA store provides members with discounts on a variety of resources, including brochures and books. Our three most popular brochures include The Facts About Investing, The Ten Most Common Mistakes Affluent Investors Make and How to Avoid Them, and Make the Smart Move—CIMA® Client Brochure. An expanded search function allows shoppers to find products and articles related to specific topics. Investments & Wealth Monitor articles are free for IMCA members and are available as electronic downloads for quick and easy reference. Visit the IMCA Store today!

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