Investments & Wealth Institute:
A Trade Group for Financial Advisors who Focus on Managed Accounts
Recently Released!!!
Date Published: December 2, 2020
Summary PowerPoint Deck: 44 Slides
Reference PowerPoint Deck: 123 Slides
The Investments & Wealth Institute was founded as Investment Management Consultants Association (IMCA) in 1985 and is based in Denver, CO. The organization has one office, 55 employees, 38 member countries, 13,000 members, and $14.5 million revenues. The Investments & Wealth Institute is led by its CEO Sean Walters. The Investments & Wealth Institute is member owned. Its web site can be found at www.investmentsandwealth.org.
The Investments & Wealth Institute's comprehensive PowerPoint deck below includes a synopsis of its history, including its key phases:
Its profile includes detailed outlines of its core services, including:
Date Published: December 2, 2020
Summary PowerPoint Deck: 44 Slides
Reference PowerPoint Deck: 123 Slides
The Investments & Wealth Institute was founded as Investment Management Consultants Association (IMCA) in 1985 and is based in Denver, CO. The organization has one office, 55 employees, 38 member countries, 13,000 members, and $14.5 million revenues. The Investments & Wealth Institute is led by its CEO Sean Walters. The Investments & Wealth Institute is member owned. Its web site can be found at www.investmentsandwealth.org.
The Investments & Wealth Institute's comprehensive PowerPoint deck below includes a synopsis of its history, including its key phases:
- Early Phase
- Institute for Certified Investment Management Consultants (ICIMC) Merger Phase
- Executive Turnover Phase
Its profile includes detailed outlines of its core services, including:
- Designations
- Certified Investment Management Analyst (CIMA)
- Certified Private Wealth Advisor (CPWA)
- Retirement Management Advisor (RMA)
- Conferences
- Annual Conference Experience
- Investment Advisor Forum
- Wealth Advisor Forum
- Retirement Management Forum
- Specialty Conferences
- Publications
- Investment & Wealth Monitor
- Journal of Investment Consulting
- Retirement Management Journal
- Investments & Wealth Research
- Legislative Network
- Membership Discounts
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Non-Tiburon Members:
Non-Tiburon members can either become Tiburon members or subscribe to this specific Tiburon Research by clicking on one of the buttons below:
Media Members:
Members of the media who would like access to this Tiburon Written Research, Tiburon Webinar, and/or Tiburon Podcast should send an email to Sarah Sage using the button below:
Tiburon members can download the summary or reference PowerPoint presentation, view the most recent Tiburon Webinar featuring Tiburon's Managing Partner (or another Tiburon team member), and/or listen to the most recent Tiburon podcast featuring Tiburon member CEO guests by clicking on the buttons below:
Non-Tiburon Members:
Non-Tiburon members can either become Tiburon members or subscribe to this specific Tiburon Research by clicking on one of the buttons below:
Media Members:
Members of the media who would like access to this Tiburon Written Research, Tiburon Webinar, and/or Tiburon Podcast should send an email to Sarah Sage using the button below:
