In an effort to deliver world-class educational offerings, IMCA provides fresh, compelling, relevant content for the investment consulting and wealth management industry. These offerings are updated monthly and focus on four key topic areas: institutional consulting, wealth management, investment trends, and best practices. Return each month to explore the newest contributions.

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Monitoring Industry Success
Published in Investments & Wealth Monitor, September/October 2008

By every measure, advisory firms experienced healthy business expansion in 2007. The typical firm grew its client base by 9 percent. Growth in assets under management (AUM) doubled, at 18 percent, fueled not just by new clients but by firms gaining a greater wallet share from existing clients. Revenue growth topped all indicators, jumping 22 percent during 2007, following an 18-percent increase experienced by these same firms one year prior. Read the article.