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.



Wealth Transfer and Philanthropy: An Interview with Paul G. Schervish, PhD, and John J. Havens
Published in Investments & Wealth Monitor, September/October 2009

Wealthy individuals contribute to philanthropic causes for a variety of reasons. In June 2009, Investments & Wealth Monitor asked Paul G. Schervish, PhD, and John J. Havens to describe the primary motivators behind wealth transfers. Read the article.

 


New Science of Asset Allocation
Live Audio Broadcast I September 16

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Advanced Wealth Management
Conference

November 8-9 I San Francisco, CA
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Practice Management Conference
December 6-7 I Vail, CO
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IMCA Essentials of Investment
Consulting Certificate Program

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