Growing Niche Client Segments Focus of IMCA’s® November/December Investments & Wealth Monitor
Niche client segments can benefit from different advising approaches.
DENVER – Dec. 22, 2016 - The world of financial advising is becoming increasingly diverse. With a growing number of female investors, the ratification of same-sex marriage, a growing Boomer-retiree population, and coming-of-age Millennials, the wealth management landscape has vastly changed.
“As we round out 2016, this issue of Investments & Wealth Monitor focuses on niche client segments,” said David Koulish, CPWA®, CFP®, and chairman of the Investments & Wealth Monitor Editorial Advisory Board (editor’s note, November/December 2016 issue). “The Editorial Advisory Board put some thoughtful work into narrowing this universe to millennials, same-sex couples, women, business owners, and one I would never have thought of—later-in-life divorce.”
From Boomers facing complex situations to same-sex couples challenged by legal complexities, to Millennials entering the workforce, this issue of Investments & Wealth Monitor provides insights for advisors assisting these growing client segments.
Feature articles and authors include:
Adding Value: Exit Strategies for Entrepreneurial Owners, Will Olinger, CIMA®, managing partner, Koss Olinger and Company, and Benjamin Doty, CFA®, senior investment director, Koss Olinger and Company
Advising Same-Sex Couples in a Post Marriage-Equality World, Frederick Hertz, J.D., author, Making it Legal: A Guide to Same-Sex Marriage, Domestic Partnerships & Civil Unions
Driving Change: A Guide to Entrepreneurial Philanthropy, Page Snow, chief philanthropic and marketing officer, Foundation Source
How do Registered Investment Advisors Compete for Talent Against Big Banks, Allan Starkie, Ph.D., partner, Knightsbridge Advisors, Inc.
Impact Investing in the Context of a Diversified Portfolio, Tim Macready, CIMA®, managing director, Brightlight Impact Advisory (Australia), and Simba Marekera, head of research, Brightlight Impact Advisor
Investable Assets of Tomorrow: Getting to Know Gen-X and Millennial Investors, Chris Ciompi, senior vice president and head of marketing, Global X Funds, and Jay Jacobs, CFA®, vice president and director of research, Global X Funds
Key Value Drivers in Wealth Management Firms, Patrice Radogna, ASA, CBA, CVA, CPA, senior vice president, Valuation Research Corporation
Managing the Millennial Generation, Keith Robinson, managing partner, Focus Consulting Group
Old Money and New Money: Exactly the Same but Different, Susan Bradley, CFP®, CeFT®, founder, The Sudden Money Institute
Three Female Advisors Speak Candidly About the Advisory Industry, Dorothy Bossung, CIMA®, CPWA®, CFP®, executive vice president, Lowery Asset Consulting; Noel Pacarro Brown, CIMA®, CPWA®, financial advisor, Global Wealth Management Division, Morgan Stanley; and Christine Gaze, CIMA®, president, Purpose Consulting Group
Women’s Retirement Reality: What Female Investors Want From Their Advisors, Kathleen Burns Kingsbury, wealth psychology expert, KBK Wealth Connection
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