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.

 



 

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

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Best of IMCA: Minneapolis
February 22, 2012 I Minneapolis, MN 

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Best of IMCA: Toronto
March 21, 2012 I Toronto, CAN 

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2012 Annual Conference
April 23-24, 2012 | National Harbor, MD
(near Washington DC)

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

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Best of IMCA: Dallas
June 28, 2012 I Dallas, TX 

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IMCA Essentials of Investment
Consulting Certificate Program

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