Most Clicked IMCA Insight Stories


1. IMCA introduces behavioral finance program

IMCA Insight | Apr 30, 2015

IMCA is introducing a new online behavioral finance program for advisors who want to help clients navigate financial decisions. It will be developed by behavioral finance experts Dan Ariely and Meir Statman as well as Andrew Lo, director of MIT's Laboratory for Financial Engineering. "Today's advisors must possess expert behavioral finance savvy to competently guide their clients’ investing decisions and build durable portfolios," says Sean Walters, IMCA's executive director and CEO. WealthManagement.com (U.S.) (04/27) ThinkAdvisor (04/27)


2. IMCA unveils new applied behavioral finance certificate program

IMCA Insight | May 14, 2015

IMCA recently announced plans to introduce an online applied behavioral finance course designed to help advisors address common financial decisions that trip up investors. The content will be delivered by several noted behavioral finance experts, including Dan Ariely, Meir Statman, and Andrew Lo. The certificate program will provide 15 to 20 hours of education in the form of slides, video, speaker notes, readings, and quizzes.

Registration will be available this summer. Email education@imca.org if you are interested in being placed on a wait list and get more information here.


3. Introducing the IMCA Summer Institute Powered by Yale University

IMCA Insight | Apr 30, 2015

Join IMCA in Jersey City, New Jersey, August 24-25, to hear from and interact with Yale School of Management professors. The IMCA Summer Institute Powered by Yale University features a deep dive into today's issues and strategies that directly impact your business and clients. Speakers will cover a host of relevant and timely topics, including alternative investments, behavioral finance and factor investing. View more information and register.


4. S&P 500 outpaced by hedge funds

IMCA Insight | May 14, 2015

Hedge funds returned an aggregate 1.2% last month, for a year-to-date return of 2.9%, according to eVestment. Emerging-market funds fared particularly well. Hedge funds are outperforming the Standard & Poor's 500 index, which climbed 1% last month and has risen 1.9% year to date. ThinkAdvisor (05/11)


5. 8 ways to deal with an unwanted life insurance policy

IMCA Insight | May 14, 2015

Many retirees simply drop their life insurance policies if they believe they don't need them. But there are other, more beneficial, ways to dispose of unwanted insurance policies. This article explores eight options, which include selling the policy, donating it to charity and using a 1035 exchange. Financial Advisor online (05/06)


6. Debate heats up over 4% rule's viability

IMCA Insight | May 14, 2015

Advisor Bill Bengen came up with the 4% rule for retirement withdrawals more than 20 years ago. Now, with interest rates at historic lows, experts debate whether that guideline is workable for today's retiring baby boomers. The New York Times (tiered subscription model) (05/08)


7. Introducing the IMCA Summer Institute Powered by Yale University

IMCA Insight | May 14, 2015

Join IMCA in Jersey City, N.J., August 24-25, to hear from and interact with Yale School of Management professors. The IMCA Summer Institute Powered by Yale University features a deep dive into today's issues and strategies that directly impact your business and clients. Speakers will cover a host of relevant and timely topics, including alternative investments, behavioral finance, and factor investing. Get more information and register here.


8. A planner's time is worth ... how much?

IMCA Insight | Apr 30, 2015

You can calculate the value of an hour of your time by dividing your yearly income by 2,000, writes Michael Kitces. Increase the value of your time by participating in professional-development activities, developing niche knowledge and outsourcing or delegating low-value tasks. Nerd's Eye View blog (04/20)


9. Read IMCA's April legislative update on two key fiduciary proposals

IMCA Insight | Apr 30, 2015

IMCA's April Legislative Intelligence update analyzes the latest news on two key fiduciary proposals DOL and SEC are considering, including highlights of the DOL rule released for public comment on April 14, 2015. Read the update.


10. Report: Most clients mistakenly think their advisor a fiduciary

IMCA Insight | May 14, 2015

About 80% of investors think their financial advisor has a fiduciary duty to put their interests first, according to a report by Spectrem Group. However, most investors use brokers who must offer investments suitable for the client but who are not bound to a fiduciary standard, the report says. InvestmentNews (free registration) (05/06)




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