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Most RecentInvestment Management Consultants Association® Focus on Ultra-High-Net-Worth Clients.
Part I of a series of articles on working with ultra-high-net-worth clients from IMCA’s Investments & Wealth Monitor take a look at generational differences in the ultra-high-net-worth (UHNW) space, two industry thought leaders—Jean L. P. Brunel and Charlotte Beyer—provide their perspectives on the UHNW space, and the costs involved in creating a practice that caters to UHNW clients.
Most RecentJuly 2016 CFP CE Test
Most RecentChanging The Landscape: Money Market Reform Update and Best Practices
This webcast will review the key aspects of the amendments and the steps that funds and intermediaries can take in order to comply with the amendments by the pending deadline, and alternative investment options that may be available to financial advisors.
Get access to premier resources including National Underwriter Advanced Markets and Tax Facts offer ing practical guidance and actionable information on a wide range of topics from a team of expert authors.Professional Library
Most RecentRegulatory Oversight of Investment Advisors
Although the regulatory environment is in a state of flux, it is imperative that RIAs adhere to their compliance obligations. To ensure compliance, RIAs and IARs must fully understand what those obligations are.