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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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
Financial Advisor April 2004 Sydney LeBlanc |
What Have You Done For Me Lately? Are advisor marketing tools and business development what they should be?  |
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  |
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.  |
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.  |
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.  |
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.  |
Investment Advisor March 2009 Kara P. Stapleton |
Group Think News about the FPA, American College, CFP Board, and IMCA.  |
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.  |
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.  |