The Changing Face of Wealth Management
Wealth management now and in the future will be as different as the makeup of the (changing) wealthy. It will also be very similar.
The Unsinkable Sallie Krawcheck
Is Krawcheck weighing a robo-advisor offering? She remains tight-lipped on her plans, but tells ThinkAdvisor in a wide-ranging interview, "I'm not done yet!"
IMCA to Offer Online Courses With MIT Sloan for CIMA Certification
Program joins business schools at Penn, Chicago and Carnegie Mellon in offering educational component for CIMA candidates.
How to Connect With (and Keep) Female Clients: Kathleen Kingsbury
Advisor coach and former therapist Kathleen Burns Kingsbury talks to ThinkAdvisor about the gender differences many advisors don't understand.
Clients Demand More Certifications, So Advisors Seek Them: IMCA
The largest group of CIMA applicants for the first half of 2014 was independent advisors, IMCA CEO Sean Walters and Chairman John Nersesian said.
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.
Helping Advisors Deal With the Uncomfortable but Inevitable
Amy Florian of Corgenius shows advisors how to help clients and their families in the most difficult of circumstances with humor and direct talk.
Ric Edelman: Stay Cutting-Edge on Technology or Fail
At IMCA, two views of how to grow a practice, from Ric Edelman and Paul Tramontano.
Alan Blinder Offers Stark Economic View; Sees Fed Rate Bind
Princeton economist and former Fed vice chairman Alan Blinder talks at IMCA conference about what’s next for the Fed and his take on regulation.
Clients, Especially the Young, Want Credentialed Advisors: IMCA
Study conducted by Advisor Impact for IMCA found that the younger the client, the more they wanted their advisors to have voluntary certifications.