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. 

The Future of World-Wide Wealth Management
Published in Investments & Wealth Monitor, September/October 2011

The world of wealth has become very concentrated and today’s financial advisors are struggling to compete within it. Meanwhile, wealth management continues to evolve, and these changes are forcing suppliers to adjust the way they meet demand. Client investment behavior is shifting as well, in ways the industry has not properly anticipated. Read the article.