IMCA’s Focus on Next Generation Clients, Advisors, and Technology Program Helps Advisors Navigate a Changing Industry Landscape

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Financial services professionals learn how best to serve Next Generation clients with the latest in technology and advice at IMCA’s Focus Series seminar

Advanced investment and wealth professionals will learn how to navigate the dynamics of a new generation of clients and explore how technology can help them stay ahead of rapid changes in the industry at the Investment Management Consultants Association’s® (IMCA®) Focus on Next Generation Clients, Advisors, and Technology live program, June 5, 8:30 a.m.–3:45 p.m., at the Hilton San Francisco Financial District.

As the baby-boom generation nears retirement, millennials will take over the workforce, bringing with them vastly diverse ideas that will impact how money is managed and financial advice is delivered. Financial advisors must adapt to the evolving financial landscape or run the risk of their business becoming obsolete. IMCA’s Focus on NextGen Clients, Advisors and Technology, offered initially as a one-day seminar and later in June as an online program, will help advisors and consultants learn the latest on how best to serve this new generation of clients. Speakers and topics include:

  • Alexandra Douwes , Purpose Generation, on how advisors can adapt their communication style, team formation, and service to better engage next generation clients.
  • Brian Gaister, CPWA®, CIMA®, Pennington Partners & Co., and Noel Pacarro Brown, CIMA®, CPWA®, Morgan Stanley, sharing the latest on the market segment opportunities, how technology plays a role in practice development, and what the practice of the future will look like.
  • Julie Littlechild,, exploring how advisors can uncover the strategies to keep pace with change and move proactively ahead of trends.
  • John Anderson and Raef Lee, directors, SEI Advisor Network, showcasing the technological tools that can help advisors deliver greater levels of service through robo-advice, emerging platforms, and more.
  • Anthony Davidow, CIMA®, Schwab Center for Financial Research, Brian Sharpes, CIMA®, UBS Institutional Consulting, and Heather Pelant, Baker Street Advisors, examining how advisors can embrace change to successfully transition their practice through the integration of technology, planning, and team development.

Registration is open for the Focus on Next Generation Clients, Advisors, and Technology program. For additional information or for journalists interested in receiving press credentials, please contact Greta Gloven at ggloven(at)imca(dot)org or (303) 850- 3079.

About IMCA
Established in 1985, IMCA is a nonprofit professional association and credentialing organization with more than 11,500 individual members and certificants in 37 countries around the world. IMCA members collectively manage more than $2.5 trillion, providing investment consulting and wealth management services to individual and institutional clients. Since 1988, IMCA has offered the Certified Investment Management Analyst® (CIMA®), which is the only financial services certification in the U.S. to meet international accreditation standards (ANSI/ISO 17024). The CIMA certification consistently distinguishes those who meet a global standard of competency and skills in investment management from those who do not. IMCA’s Certified Private Wealth Advisor® (CPWA®) certification is suited for wealth management professionals working with high-net-worth clients. In 2016, IMCA conferences and education hosted more than 5,000 attendees.

IMCA® and Investment Management Consultants Association® are registered trademarks of Investment Management Consultants Association Inc. CIMA®, Certified Investment Management Analyst®, CIMC®, CPWA®, and Certified Private Wealth Advisor® are registered certification marks of Investment Management Consultants Association Inc. Investment Management Consultants Association Inc. does not discriminate in educational opportunities or any other characteristic protected by law.

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Greta Gloven
Investment Management Consultants Association
+1 (303) 850-3079
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