IMCA | November/December 2007

Feature Articles
“3-Dimensional Alpha: Value Added,” Monroe M. Diefendorf, Jr., CIMA^®, CLU, CHFC, CFP^®, RFC^®, C3DWP^®, and Jeremy P. Donovan
“Center for Retirement Research at Boston College Reports Trend in Greater Under-preparedness,” Andy Hyer, CMT
“Charitable Giving Strategies,” Scott Middleton, CIMA^®, CFA^®
“Department of Labor Issues Final Regulations on Qualified Default Investment Alternatives,” Drake A. Frazier, J.D., LL.M., and John Round, J.D., LL.M.
“The Evolution of Family Governance: Emerging Trends and Their Challenges for the Investment Consultant,” Howard M. Weiss and Jim Flinchum, CIMA^®, CFP^®
“Providing Investment Advice and the Pension Protection Act of 2006,” Betsy Piper/Bach, CIMA^®, CFP^®, CTFA
“Retirement Savings Opportunities,” Ian J. Redpath, J.D., LL.M., Michael J. Tucker, J.D., LL.M., CPA, and Eric M. Redpath, J.D.
“Target-date and Retirement-income Product Trends,” Judith K. Benson
“The Value of Philanthropy: The Wealth Manager’s Perspective,” Bruce W. Boyd

Behavioral Finance
“Emotions Series: Self-Control,” Meir Statman, Ph.D.

Book Review
Behavioral Finance and Wealth Management: How to Build Optimal Portfolios That Account for Investor Biases, Michael M. Pompian

Audio Broadcast: What to Expect
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February 16, 2012 I 4:15 PM ET

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