IMEA

Mike Cogburn of industry leading consultant SS&C Technologies will share his views on essential changes investment managers can take to help secure a future in this evolving marketplace.

Plan now to join Marketing leaders for this year’s IMEA Marketing Summit in Chicago.

New Broadridge survey reveals why financial advisors use model portfolios and the implications for asset managers.

Thank you to all the firms that submitted entries for the 2019 STAR Awards!

SI Research breaks down key takeaways from the IMEA Product Summit held on May 15, in Boston.

IMEA hosted its annual Distribution & Product Summits at MFS and Natixis in Boston. Presentations are now available.

As a member of the IMEA you have the opportunity to post content on Alliance’s education website, www.imealliance.com. The editorial position of the website focuses on content that educates on topics like how and why to invest, as well as insight into important issues like retirement income or investment outlooks.

The IMEA has expanded its education mission and established a Committee to help chart its course. Their mission is to provide insight and perspective to advisors about all investment management products.

Webinars and other virtual events are an important part of the IMEA’s mission to support thought leadership and best practices. Review the past year’s IMEA and share the content with other members of your team.

In this second webinar, SalesPage dives into the details on how to: 1) Master the flow of data and find the right mix of systematic handing and manual review, 2) Combine your specific view of the market with industry sources to align your distribution vision, and 3) Strike a balance between too much and too little when providing actionable data.