Michael Finke, Financial Planning’s Professor: The 2014 IA 25 Profile
“Our hope is to build a set of research-based best practices through our own research,” Finke told IA.
IMCA’s ‘Capstone Gathering’ in Boston Attracts 1,700 Attendees
Executive director and CEO Sean Walters says event is growing in attendance even as its overall membership swells, with more independent advisors joining.
Alphabet Soup Decoded
It is obvious to financial advisors and wealth managers that our profession has grown incredibly complex. IMCA is part of the solution
Unregulated Advisor Designations Leave Seniors Vulnerable, IMCA Says
Incompetent financial advice is a serious threat that leads to tangible losses for seniors. IMCA wants to do something about it.
IMCA Brings CIMA Certification Program to Chicago’s Booth Business School
IMCA CEO Sean Walters says competition has grown among education providers for credentialing programs, and he predicts closer regulatory scrutiny will reduce the number of certifications.