2017 Investment Advisor Forum Online

Investment advisors face a rapidly changing landscape in 2017 - new presidential leadership, Brexit implications, the race for resources, the Department of Labor’s fiduciary rule. Are you ready? The 2017 Investment Advisor Forum covered these topics and more.


Included Sessions

Session Title and Description

Speaker and Bio

CE Credit

Enlightened Hospitality in the Financial Services Industry

Danny Meyer, Union Square Hospitality Group

1 hour

Seven Principles for Generating Retirement Cash Flow

Matt Sommer, CPWA®, CFA®, CFP®, MBA, Janus Capital Group

1 hour

Factor Based Investing

Andrew Ang, Ph.D., Columbia Business School and BlackRock

1 hour

Discussing Fees with Clients: Separating Perception from Reality

Andrew J. McFetridge, CRPC®, John Hancock

1 hour

The Psychology of Choice in the Financial Services Industry

Sheena S. Iyengar, Ph.D., Columbia Business School

1 hour

2017: Inflation Returns

Richard Bernstein, MBA, Richard Bernstein Advisors LLC

1 hour



IMCA Member



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Continuing Education
The 2017 Investment Advisor Forum Online provides up to 6 hours of continuing education (CE) credit for CIMA/CPWA/CIMC certifications. IMCA is registered with NASBA as a sponsor of continuing professional education.

This video bundle is available for viewing online through January 31, 2018. You must access the presentation before this date.