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Financial Advisor
February 2012 |
IMCA Boosts 2011 Membership The Investment Management Consultants Association's stepped-up efforts to attract new members paid dividends in 2011, with overall membership up 7% for the year.   |
Investment Advisor
October 2007
K. McBride & K. Stapleton |
Birds of a Feather More than ever, the professional associations that cater to financial planners and advisors are having a meaningful impact outside the planning community itself, among consumers, in the courts, and on Capitol Hill. |
Registered Rep.
April 27, 2011
Kristen French |
CIMA Aims High: Seeks to Replace Series 7, 65 As Industry Standard The Investment Management Consultants Association announced Wednesday that its popular CIMA certification is now accredited by the American National Standards Institute, making it the first of the major wealth management designations to meet international ISO standards. |
Financial Planning
January 31, 2013 |
Calendar New York Consultants Conference... Technology Tools for Today... Women Advisors Forum... |
On Wall Street
May 1, 2011 |
Five Questions With Sean Walters Sean Walters of the Investment Management Consultants Association shares his thoughts on the industry and credentialing programs. |
Financial Advisor
May 2011
Andrew Gluck |
Finra Makes Its Move Who regulates financial advisors may shift. Here's a look at the positions various groups are taking on fiduciary standards. |
AFP eWire
October 10, 2005 |
Socially Responsible Investing on the Rise More than one out of every nine dollars invested and professionally managed in the United States, or $2.16 trillion, is involved in a socially responsible investment, according to a new report. |
Registered Rep.
September 1, 2005
Geoff Lewis |
Why the CW on SRI Is Wrong Socially responsible investing (SRI) is gaining momentum as a financial advisory specialty and, with a growing range of SRI products and a cadre of top-flight managers in the field, it's getting harder to prove that there is a performance penalty. |
Investment Advisor
October 2005
Kathleen M. McBride |
Privileged Membership Professional associations can give financial advisors a very good idea of how well they are doing compared to their peers -- and often provide practice management guidance about how to make improvements that could yield a material difference to their bottom line. |
Investment Advisor
May 2009
Robert F. Keane |
The Green Advisor: A Triad of Values The growth in assets committed to socially responsible investing principles has been dramatic over the last few years, and there's much more coming. |
Financial Advisor
March 2012 |
So You Think You're A Financial Planner? A recent study from industry research firm Cerulli Associates looked at advisors across all channels and compared how they describe themselves with how they actually do business. |
Financial Planning
January 1, 2013 |
Calendar Financial Services Institute: Broker Dealer Conference... TD Ameritrade National Conference... Technology Tools for Today... |
Investment Advisor
September 2007 |
Upgrades The Investment Management Consultants Association, Inc. is offering a new designation -- the Chartered Private Wealth Advisor or CPWA. |
Registered Rep.
November 10, 2010
Charles Paikert |
Advisor Interest In Ultra Wealthy Grows Wealthy clients, especially the younger ones, want more sophisticated advice and they want a fiduciary who will always act on their behalf. |
Financial Advisor
June 2006
Raymond Fazzi |
When Clients Also Are Friends Financial advisors rely on their own judgments and instincts when it comes to serving friends and relatives. |
Financial Planning
August 1, 2007
Kathy Gevlin |
The Coming of Age of Socially Responsible Investing Despite investor interest, at least two surveys suggest that planners are not picking up on the business potential of SRI. |
Registered Rep.
September 4, 2013
Megan Leonhardt |
The Golden Handcuffs Come Off This year was arguably the best time to snag free-agent advisors from the wirehouses, with 21 percent of the big four firms' retention packages expiring, according to data compiled by Cerulli Associates in IMCA's quarterly research report. |
Registered Rep.
March 7, 2012
Charles Paikert |
Community Banks Betting On Wealth Management Bruised by the financial crisis and no longer able to make much profit on loans and deposits, regional banks are looking to bolster their businesses by managing money for the affluent. |
Registered Rep.
May 1, 2004
David Gaffen |
The Departure of a Consulting Pioneer An interview with Investment Management Consultants Association's Evelyn Brust on her tenure and about her views on the direction of the financial advice industry. |
Investment Advisor
February 2010 |
GroupThink News from the Investment Management Consultants Association and the SEC. |
Financial Planning
November 1, 2012 |
Calendar Technology tools for today... New york Consultants Conference... Fidelity urges Facebook users to look to the future... |
Financial Advisor
March 2011
Andrew Gluck |
Members Only Good intentions and strict rules may have backfired for the Financial Planning Association at a time of change. |
Registered Rep.
November 5, 2012
Diana Britton |
Comings & Goings: November 2012 Bank of America Merrill Lynch has appointed Keith Glenfield as head of the alternative investments group... Jason Berkowitz has joined the Insured Retirement Institute... The Financial Planning Association has elected Janet Stanzak... |
