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Resource Investment Management Consultants Association Top 3 Articles of 2014

The top articles from the 2014 issues of IMCA's Investments & Wealth Monitor demonstrate the range and depth of content IMCA has become well known for providing. Articles focus on what makes a highly successful advisor, active versus passive for the taxable investor, and behavioral finance.

Resource Launch the New Year with a Marketing Strategy

At Personalized Brokerage Services we’ve worked with thousands of independent financial professionals to build a marketing strategy to help take their practice to the next level. Download a free 2015 event planner now!

Resource Focus On Alternative Investing

This collection of articles from IMCA's Investments & Wealth Monitor focus on alternative investing - the past, present, and future of alternatives, alternative strategy mutual funds, and alternative investments compared to core asset classes.

Resource Download: Overcoming Transition Hurdles

Transitioning your business is a major strategic decision that requires careful thought and planning. Download "Overcoming Transition Hurdles" to find solutions that can help you understand how to successfully move your practice while maintaining a focus on client relationships and growth.

Resource The Best of Both Worlds with Century Securities

Our independent affiliates enjoy the freedom to make important choices and the professional resources of Stifel Nicolaus. To find out more, download our booklet, "The Best of Both Worlds with Century Securities."

Resource Baby Boomers & Millennials

Creating a dynamic and effective strategy to communicate with clients of every age.

Resource The Advisor Answer To Baby Boomer Asset Withdrawal

Baby boomer affluence has been a windfall for advisors, but will it continue now that 'de-cumulation' phase has begun? The following white paper illustrates what's necessary to maintain a viable practice going forward.

Resource A Step-by-Step Guide to prioritize client service technology initiatives.

Technology can help improve client services, but deciding the best options can be daunting. Follow our five easy steps to discover which path is best for you.

Resource Extreme Ideas Help Build Brands That Get Noticed

At Personalized Brokerage Services we’ve worked with thousands of financial professionals to develop their brand and help differentiate them from their competitors. Watch this video to find out what we have to offer.

Resource Complimentary Download: A Plan of Your Own

In the next decade, a fifth of today's financial advisors are expected to retire. Despite this demographic backdrop, only a fraction of these advisors have completed their succession plans. Without a plan for a handover, advisors run the risk of alienating clients and limit their options when they are ready to retire and sell their practice.

Resource How a Variable Annuity Can Provide Retirement Income Stability

This complimentary case study demonstrates how a 60-year-old male client could potentially benefit from the type of retirement strategy that involves a variable annuity product.

Resource Action Guide: Build Client Confidence

Whether clients are fixated on the past, paralyzed by uncertainty, or terrified of potential losses, they may risk falling short of their financial goals. Learn simple steps you can take to help them act with confidence and achieve better results.

Event 2015 Advanced Personal Financial Planning Conference

January 19, 2015- January 21, 2015 | Bellagio , Las Vegas, NV

Event Inside ETFs

January 25, 2015- January 28, 2015 | The Westin Diplomat Resort & Spa, Hollywood, FL

Event FSI OneVoice 2015

January 26, 2015- January 28, 2015 | JW Marriott San Antonio Hill Country Resort and Spa, San Antonio, TX

Event TD Ameritrade 2015 National Conference

January 28, 2015- January 31, 2015 | Manchester Grand Hyatt, San Diego, CA

Professional Library Regulatory Oversight of Investment Advisors

From The Investment Advisor’s Guide to Compliance

Professional Library Selected Provisions of the American Taxpayer Relief Act of 2012

From 2013 Tax Facts

Professional Library Advertising Advisor Services and Credentials

From The Investment Advisor’s Guide to Compliance

Professional Library Agency and Principal Transactions

From The Investment Advisor’s Guide to Compliance

Professional Library Anti-Fraud Provisions of the Investment Advisers Act

From The Investment Advisor’s Guide to Compliance

Professional Library Best Practices for Working with Senior Investors

From The Investment Advisor’s Guide to Compliance

Professional Library Books and Records Rule

From The Investment Advisor’s Guide to Compliance

Professional Library Health Insurance: Health and Medical Savings Accounts

From 2013 Tax Facts

Professional Library Long Term Care Insurance: Premiums

From 2013 Tax Facts

Professional Library Annuities: Variable Annuities

From 2013 Tax Facts

Professional Library Annuities: Estate Tax

From 2013 Tax Facts

CE December 2014 CFP CE Test

Earn 1 hour of pre-approved CE credit.

CE November 2014 CFP CE Test

Earn 1 hour of pre-approved CE credit.

CE October 2014 CFP CE Test

Earn 1 hour of pre-approved CE credit.

CE September 2014 CFP CE Test

Earn 1 hour of pre-approved CE credit.

CE August 2014 CFP CE Test

Earn 1 hour of pre-approved CE credit.

CE July 2014 CFP CE Test

Earn 1 hour of pre-approved CE credit.

CE June 2014 CFP CE Test

Earn 1 hour of pre-approved CE credit.

CE May 2014 CFP CE Test

Earn 1 hour of pre-approved CE credit.

CE April 2014 CFP CE Test

Earn 1 hour of pre-approved CE credit.

CE March 2014 CFP CE Test

Earn 1 hour of pre-approved CE credit.

CE February 2014 CFP CE Test

Earn 1 hour of pre-approved CE credit.

Professional Library

Cafeteria Plans

From 2013 Tax Facts

CE

January 2014 CFP CE Test

Earn 1 hour of pre-approved CE credit.

Sponsor Showcase

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Visit Global Investing Insights for actionable insights to help you make better global investment decisions.

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