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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.  |
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.  |
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.  |
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.  |
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.  |
Financial Planning October 2, 2007 Elizabeth O'Brien |
Do the Rich Enrich? Advisors chase high-net-worth clients, but some skeptics remain.  |
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.  |
Investment Advisor March 2009 Kara P. Stapleton |
Group Think News about the FPA, American College, CFP Board, and IMCA.  |
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...  |
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).  |
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.  |
Investment Advisor March 2008 |
Certified You might want to investigate acquiring these designations to increase your knowledge and expertise of serving elderly clients.  |
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.  |
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.  |
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.  |
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.  |
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. 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.  |
Investment Advisor April 2008 James J. Green |
Deep Bench To offer wealth management services efficiently, you need strong performers in your corner.  |
Investment Advisor September 2009 |
Group Think Association news of interest to the banking, finance, and insurance industry.  |
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 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.  |
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.  |
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.  |
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.  |
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.  |
Financial Planning January 31, 2013 |
Calendar New York Consultants Conference... Technology Tools for Today... Women Advisors Forum...  |
Financial Planning January 1, 2013 |
Calendar Financial Services Institute: Broker Dealer Conference... TD Ameritrade National Conference... Technology Tools for Today...  |
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?  |
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.  |
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.  |
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.  |
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.  |
Financial Advisor April 2004 Grove & Prince |
Creating A Wealth Management Team Team members are competitive, but that shouldn't hurt their service.  |
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.  |
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?  |
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.  |
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.  |
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  |
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.  |
Registered Rep. May 1, 2005 |
13 Percent Percentage of advisors who say they have switched to a wealth management model.  |
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.  |
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...  |
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.  |
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 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.  |
Investment Advisor November 2006 Chris Blunt |
Advisors: Natural Facilitators Generations welcome advisors' help in tackling wealth transfer talks.  |
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.  |
Financial Advisor March 2004 Grove & Prince |
Thinking And Acting Like A Wealth Manager It's the difference between offering products and providing solutions.  |