IMCA 2014 Key Speakers: Blinder, Silver, Milevsky, Edelman
Attendees at the IMCA conference in Boston will hear insights from Moshe Milevsky, Nate Silver, Ric Edelman and more. Alan Blinder gave the keynote speech.
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.
Evensky & Katz Win Award at Schwab Impact
Evensky & Katz Wealth Management has won an award — yet again — as Schwab hands out IMPACT awards.
Merrill Nabs $11M Team From UBS; Raymond James Recruits $1.8M Group From FiNet
Meanwhile, Morgan Stanley adds a $1.9 million institutional advisor from Merrill in Atlanta.
New Hire Roundup: IMCA Announces 2014 Board
Also this week, Celine Colgan joined the Presidio Group, Girard Securities welcomed David Bombart and National Planning Corp. promoted Scott Montgomery.
New Hire Roundup: IMCA Names Whiting National Sales Director
John Carter of Nationwide was named IRI board chairman, and Tom Petrone became director of capital markets at Dynasty Financial Partners.
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
UBS Adds Morgan Stanley Advisor, but Loses Team to Boutique Firm
A group of Wells Fargo reps with about $220 million in assets departs to go independent with an LPL affiliate.
Do CIMAs Get More Bang for Their Buck Than CFPs?
CIMAs earn more, see stronger asset growth and express greater career satisfaction than those without the designation, IMCA claims.
HighTower, UBS Veteran Join in New York Partnership
MK Wealth Management’s principal, Mark Kravietz, is a longtime veteran of the financial services sector, most recently at UBS Financial Services.