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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. 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
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
Investment Advisor
December 2007
The Certification Advantage Many different designations have been designed to aid advisors in servicing elderly clients correctly. Read on about three common certifications. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
October 2, 2007
Suzanne McGee
Higher and Higher Today, there are more than 9 million Americans with at least $1 million to invest. Even for the best-prepared and best-educated advisor, a time may come when they need to consider whether continuing to work with their ultra-affluent client is in the best interests of both parties. mark for My Articles similar articles
Financial Planning
October 2, 2007
Elizabeth O'Brien
Do the Rich Enrich? Advisors chase high-net-worth clients, but some skeptics remain. 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
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
Investment Advisor
June 2008
Changes People: Jeff Montgomery joins Al Frank Asset Management as CEO... Joby Gruber resigns FSC Securities and Advantage Capital and Larry Roth takes over his positions... Jeff Auld has resigned Berthel Fisher & Co... Gary Diffendaffer... Angela Biever... mark for My Articles similar articles
Registered Rep.
May 1, 2004
John Churchill
Helping Advisors Cope with Aging, (Their Clients) Reps now have another designation to pin to their names. The American College of Bryn Mawr, PA has unveiled its newest specializaion: Chartered Advisor for Senior Living (CASL). mark for My Articles similar articles
Registered Rep.
November 1, 2004
Will Leitch
The Advisor as Traffic Cop As high-net-worth investors spread their assets around more liberally, they are finding themselves in need of a traffic cop -- a central advisor who can sit in the middle of all the financial activity and make sense of it all. mark for My Articles similar articles
Investment Advisor
March 2008
Certified You might want to investigate acquiring these designations to increase your knowledge and expertise of serving elderly clients. mark for My Articles similar articles
Financial Advisor
July 2005
Raymond Fazzi
Defining Wealth Management The term "wealth manager" has provided more sizzle than clarity in recent years, as more and more advisors have adopted the name as they transition to more comprehensive practices geared toward affluent clients. mark for My Articles similar articles
Registered Rep.
February 1, 2006
Russ Alan Prince
Rep's Honor Here is how wealth management readily translates into additional assets under management for financial advisers and what they can do reach this target market. mark for My Articles similar articles
Investment Advisor
September 2005
Kathleen M. McBride
Building a Brilliant Career Larry Barton of The American College offers words of wisdom on how to be a successful financial advisor. 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
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.
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
Investment Advisor
April 2008
James J. Green
Deep Bench To offer wealth management services efficiently, you need strong performers in your corner. mark for My Articles similar articles
Investment Advisor
September 2009
Group Think Association news of interest to the banking, finance, and insurance industry. 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
June 1, 2005
Ed McCarthy
Sorting Through Certifications Continuing education designations for financial planners are proliferating at a dizzying pace. The specific designations matter less than the content of the courses. Here's a sampler. mark for My Articles similar articles
Registered Rep.
May 1, 2005
Kristen French
Go to the Head of the Class This financial advisor and winner of an Outstanding Broker Award for 2005 loves learning, and his clients love him for it. mark for My Articles similar articles
Investment Advisor
April 2007
Kathleen M. McBride
Designated Advisor The new Certified Wealth Strategist designation gives advisors a way to structure their practice around client service and also gives advisors the confidence to talk with clients more broadly about their financial picture. mark for My Articles similar articles
Registered Rep.
December 1, 2002
Walter H. Zultowski
Who Wants a Wealth Manager? Are potential clients excited about the prospect of receiving wealth management services? And of those who are, what characteristics do they share? Phoenix, which specializes in this market, set out to answer these questions in a survey of the high-net-worth population. mark for My Articles similar articles
Financial Planning
August 1, 2006
Donald Jay Korn
Daunted by Designations? As the number of expert designations heads toward triple digits, financial planners must decide which -- if any -- they really need. 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
Financial Planning
January 1, 2013
Calendar Financial Services Institute: Broker Dealer Conference... TD Ameritrade National Conference... Technology Tools for Today... mark for My Articles similar articles
AskMen.com
December 9, 2001
Rashmikant Patel
Trusting Your Advisor Many of us are looking back at our investments over the last couple of years, and blaming our advisors for the less than stellar performance. It all comes down to one issue: do you trust your financial advisor? mark for My Articles similar articles
Financial Advisor
January 2006
Grove & Prince
Key Mistakes Of New Wealth Managers Wealth management is a serious decision for advisors that can be disruptive to their business and difficult to implement. Future generations of advisors can benefit by using these findings to build skills, reorient focus and settle in to the role of wealth manager. mark for My Articles similar articles
Financial Advisor
March 2005
Grove & Prince
Know Thy Clients This is the second in a series of articles about the risks, rewards and challenges of wealth management, as well as the ever-changing tools of the trade. mark for My Articles similar articles
Registered Rep.
April 11, 2014
Diana Britton
Is the CFP Board Losing Credibility in the Eyes of Advisors? WealthManagement.com surveyed 321 CFP holders and found that one-third believe the recent scandals detract from the perceived value of the designation. mark for My Articles similar articles
Investment Advisor
July 2006
Robert F. Keane
Getting It All Done While for many advisors taking the wealth management route is a no-brainer, it's not without potential pitfalls. Wealth management covers much more than just how much money the client has. mark for My Articles similar articles
Financial Advisor
April 2004
Grove & Prince
Creating A Wealth Management Team Team members are competitive, but that shouldn't hurt their service. mark for My Articles similar articles
Registered Rep.
September 1, 2005
Grove & Prince
Theory to Practice For many advisors, the evolution to wealth manager remains a matter of theory, not practice. Sure, they're calling themselves wealth managers, but they're still behaving like financial advisors. mark for My Articles similar articles
Financial Planning
November 1, 2011
David E. Adler
The ABCs of Planner Titles Do you know your REBC from your CEBS, your CIMA from your CMA, and your PFS from your RFC? mark for My Articles similar articles
Financial Advisor
February 2005
Grove & Prince
Why This Business Is So Tough The first in a series of articles about the risks, rewards and challenges of being a wealth manager, as well as the ever-changing tools of the trade. mark for My Articles similar articles
Trusts & Estates
May 2002
Think Like A Shrink Understanding Today's High Net Worth... Advisors Should Make a Diagnosis, Then Think About Product... Recognizing the Role of the Family Founder... Understanding the Cultures, Values and Beliefs of the Family... etc. mark for My Articles similar articles
Financial Advisor
January 2004
Grove & Prince
Wealth Management And Advanced Planning Advanced planning is an essential part of the wealth management model, because it can result in more revenue and a deeper understanding of the affluent client mark for My Articles similar articles
Financial Advisor
August 2006
Hannah Shaw Grove
Life Insurance And Wealth Management Helping client with life insurance is an important service of effective wealth managers. mark for My Articles similar articles
Registered Rep.
May 1, 2005
13 Percent Percentage of advisors who say they have switched to a wealth management model. mark for My Articles similar articles
Financial Advisor
February 2004
Grove & Prince
Learning More About Clients With the Whole Client Model How to find out what you need to know about a financial planning client. mark for My Articles similar articles
Investment Advisor
January 2010
GroupThink Financial Industries news: Investment Management Consultants Association releases 2009 membership profile... Social Investment Forum announces election of three new members... Four new members have been named to the Financial Planning Association's board of directors... mark for My Articles similar articles
Financial Planning
September 1, 2006
John J. Bowen
Behind the Buzz Many advisors are "wealth managers" in name only. Here's how to implement the business model in your practice. mark for My Articles similar articles
Financial Planning
November 1, 2012
Calendar Technology tools for today... New york Consultants Conference... Fidelity urges Facebook users to look to the future... mark for My Articles similar articles
Financial Advisor
April 2005
Grove & Prince
The Wealth Management Mindset Learning to manage solutions for unique clients: This is the third and last article in a series about the risks, rewards and challenges of wealth management. mark for My Articles similar articles
Investment Advisor
November 2006
Chris Blunt
Advisors: Natural Facilitators Generations welcome advisors' help in tackling wealth transfer talks. mark for My Articles similar articles
The Motley Fool
November 7, 2006
Dan Caplinger
When Your Advisor Quits Facing the retirement of a trusted financial advisor can be traumatic. By remaining objective and cautious during your transition to a new advisor, you can take steps to ensure that you will continue to receive the good advice you've come to expect. mark for My Articles similar articles
Financial Advisor
March 2004
Grove & Prince
Thinking And Acting Like A Wealth Manager It's the difference between offering products and providing solutions. mark for My Articles similar articles