STAR Awards Open for Entries
Don’t miss the opportunity for your firm to be recognized as one of the best in investment management education. Entries are due JULY 20. Winners will be announced in September.
REPLAY | The Evolution of Sales & Marketing
This discussion provided perspectives on what has changed with the Coronavirus, opportunities and challenges that have emerged, and what things will look like moving forward.
REPLAY | Managing Stress for Success
Listen in as IMEA member Janus Henderson provided actionable tools to identify the source of stress, our reactions to it and ways to manage it more productively.
A Message from the Director
In this unprecedented time, the IMEA’s mission has never been More critical.
Executive Roundtable
Listen as IMEA’ Executive Committee, led by Chair Bob Geppner of Franklin Templeton, provided an opportunity to engage with peers on critical issues on everyone’s mind.
Sales During the COVID-19 Pandemic
View a summary of results of two recent surveys by long-time IMEA Sponsor SS&C including the shift to remote selling, advisor engagement, team morale and more.
ADVISOR EDUCATION CENTER CORONAVIRUS SECTION
A special section has been added to the site related to the Coronavirus’ impact on the market. Click here to submit content to this valuable advisor hub for client education and practice management resources.
REPLAY AVAILABLE | A CONVERSATION WITH MORNINGSTAR: PORTFOLIO CONSTRUCTION & MODEL PROGRAMS
This discussion focused on initiatives for the qualitative research, analysis and measurement of these solutions. Potential opportunities in the current environment were also addressed.
Canceled | Digital & Data Interchange
As the health and safety of members and event attendees is top of mind, the Digital & Data Interchange, hosted by Charles Schwab, has been canceled.
Pop-Up Roundtable | Strategic Marketing
Senior marketing leaders gathered at Columbia Threadneedle in Boston on March 5 for the IMEA Strategic Marketing Pop-Up Roundtable.
