IMCA 2014 Winter Institute | The Evolution of Advice
Imagine being able to see into the future, anticipate the next big thing, and spot trouble beyond the horizon. Investors today can’t keep pace with rapid global developments on their own. That’s why they depend on their advisor: You. Advisors are entrusted with not just the investable assets of their clients, but with their hopes and dreams for the future and future generations. Modern wealth management demands more attention than ever to evolving regulations, tax laws, market shifts, and geopolitical twists and turns.
The IMCA 2014 Winter Institute: The Evolution of Advice, offers advisors dynamic new ways of seeing the world and interpreting the signs around us. Imagine new ways of understanding—and anticipating—change, and new outlooks on growing, protecting, and nurturing client assets. This year’s Winter Institute features speakers who may change the way you see the world, as well as top speakers tackling our traditional core topics of asset allocation, portfolio building, and more:
Glen Hiemstra is the founder of Futurist.com, an internationally-recognized firm that helps individuals, organizations, and industries spot coming trends, understand long-term planning, and create a preferred future. Mr. Hiemstra has advised professionals, companies, and government organizations for more than two decades, including Microsoft, The Home Depot, Boeing, Adobe, the U.S. Army Corps of Engineers, the Costa Rica Hotel Association, and the University of Washington.
Alexa von Tobel is the author of Financially Fearless and founder of LearnVest.com, a personal finance platform that provides fee-based financial services that may or may not be a threat to traditional advisors, particularly at lower levels of investable assets. Ms. Von Tobel is widely quoted as a personal finance expert and entrepreneur in publications including The New York Times, The Wall Street Journal, Bloomberg Businessweek, Forbes, and more. Love her or loath her, she is influencing the financial advisory space.
Andy Rothman, Matthews International Capital Management, LLC, on Demystifying China, and how it will impact the investment strategies you bring to your clients now and particularly, in the future.
Don’t miss this opportunity to learn new ways to interpret, understand and react to the inevitable changes ahead. Space is limited, register today!