Wealth Management

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.


A Case for Collapsing Private Foundations
Published in Investments & Wealth Monitor, January/February 2012

Seasoned and novice philanthropists alike should give serious thought to the charitable
vehicle(s) they utilize. A private foundation may come with some cachet, but advisors disagree about the threshold for establishing same; some suggest a $10-million minimum, others advocate $1 million, and some suggest that all one needs is $500,000. This article is directed at the 50,000+ existing foundations of a modest size and those who have moderate sums to commit to philanthropy. Read the article.



 

The Evolution of Fund Analysis 
May 17, 2012 | 4:15 PM ET

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Best of IMCA: Denver
May 24, 2012 I Denver, CO 

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Best of IMCA: Dallas
June 28, 2012 I Dallas, TX 

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Best of IMCA: Atlanta
August 22, 2012 I Atlanta, GA

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Advanced CIMA® Workshop:
The Best of Wharton

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IMCA Essentials of Investment
Consulting Certificate Program

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