MagPortal.com   Clustify - document clustering
 Home  |  Newsletter  |  My Articles  |  My Account  |  Help 
Similar Articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
January 31, 2013
Calendar New York Consultants Conference... Technology Tools for Today... Women Advisors Forum... mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Registered Rep.
August 1, 2005
CIMA and the Wirehouse Rep. Merrill Lynch leads the pack in terms of the number of Certified Investment Management Analyst (CIMA)-carrying reps. mark for My Articles similar articles
Registered Rep.
August 5, 2003
David A. Gaffen
Tussle Over Designations at IMCA Rankles Advisors The Certified Investment Management Associate degree, or CIMA, is an exclusive certification, and some brokers with the similar CIMC designation are finding that out the hard way. mark for My Articles similar articles
Financial Advisor
April 2004
Sydney LeBlanc
What Have You Done For Me Lately? Are advisor marketing tools and business development what they should be? mark for My Articles similar articles
Investment Advisor
April 1, 2011
Steve Luckenbach
The Path to Authentic Client Service Advisors must 'serve,' not 'sell' in order to regain investors' trust and elevate their perceptions of the financial services industry mark for My Articles similar articles
Registered Rep.
July 8, 2009
CIMA Adds Post-Modern Portfolio Theory To Curriculum The Investment Management Consultants Association has announced that it has changed the requirements for attaining the designation of Certified Investment Management Analyst. mark for My Articles similar articles
Financial Planning
March 1, 2010
John J. Bowen, Jr.
Group Therapy Thanks to some positive developments in the markets and economy, advisors have been able to move away from defensive activities and focus on offensive maneuvers designed to win new business and build their practices. mark for My Articles similar articles
Registered Rep.
June 1, 2004
David A. Gaffen
Florida Forecast: Sunny and 1,000 (CIMA) Degrees A group of top financial professionals took a break from worrying about their clients to turn their attention inward. mark for My Articles similar articles
Registered Rep.
June 1, 2004
David A. Gaffen
Expand the Sales Force? Not Smith Barney The firm does not plan on aggressively expanding its sales force at this time, but rather intends to maintain its staffing level --- currently about 12,500 financial advisors. mark for My Articles similar articles
Investment Advisor
March 2009
Kara P. Stapleton
Group Think News about the FPA, American College, CFP Board, and IMCA. mark for My Articles similar articles
Financial Advisor
December 2005
Grove & Prince
Raising The Bar On Value-Added Services There is an unequaled opportunity for growth when financial advisors leverage the expertise and resources of financial institutions and partner with their product providers. mark for My Articles similar articles
Registered Rep.
September 30, 2009
David A. Geracioti
Do Retail Financial Advisors Have an "Unhealthy Focus?" The Financial Times suggests the way financial products and services are sold need to be completely overhauled. mark for My Articles similar articles