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Tuesday, February 04, 2020

An AM Group Tries to Help FAs Put the Pieces Together

Reported by Neil Anderson, Managing Editor

An asset manager trade group is trying to help educate FAs and help those FAs educate their individual investors.

Today Bob Geppner, chairman of the Investment Management Education Alliance (IMEA) and executive vice president at Franklin Templeton, and Kimber Lintz, director of IMEA, unveiled IMEA's new Advisor Education Center, an online resources at AdvisorEdCenter.com. The site includes resources (more than 150 pieces and counting) for helping FAs with both practice management and client education.

"The IMEA felt it was important to provide a resource where advisors can access perspectives and thought leadership from multiple firms to help them effectively inform and educate their clients," Geppner states.

"The new website is only the first initiative in the IMEA's commitment to advisor education," Lintz states. "The organization plans to provide access to online CE credit opportunities, conduct live regional seminars and hold education-focused webcasts. We are committed to support advisors as they help investors and in so doing, help improve best practices throughout the investment management industry."

The new FA resource is supported by a host of fund firms, including: Aberdeen Standard, American Century, AMG, Ariel, Carillon Tower, Charles Schwab, Cohen & Steers, Columbia Threadneedle, Diamond Hill, Dodge & Cox, FAM Funds, Federated Hermes, Fidelity, Franklin Templeton, FS, FundX, Goldman Sachs, Harbor, Heartland, Hennessy, Invesco, Janus Henderson, John Hancock, Legg Mason, Macquarie, Matthews Asia, MFS, Nationwide, Natixis, Nuveen, Principal, Royce, Saturna, T. Rowe Price, Thornburg, Thrivent, U.S. Global Investors, Wasatch, and William Blair

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