Our longest-served client, the MFEA, is a relationship of which we are very proud. We offer full-service management and are pleased to say that includes marketing as well. So when they wanted to rebrand themselves, we took a nearly full-year process to go through a brand evaluation and numerous presentations. In the end, the change wasn’t big, but it was the right one. It positions the former MFEA as the IMEA for another run of nearly 50 years as it addresses the critical need for education including best practices for the industry, and better education support for advisors and investors.

It’s another example of our marketing capability and our ability to deliver quality results for our clients.