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.
How to Fix Social Security While Averting Fiscal Ruin: Pozen
Bob Pozen knows how to fix Social Security, even after the United States falls off the new fiscal cliff—and the U.S. will fall, on March 1 to be exact, he says.
Bearish Bremmer, Bullish Bernstein Clash at IMCA Forum
Take your pick: the free markets are in their death throes, or we are in the middle of the biggest bull market we’ll ever see.
IMCA NYC to Feature Ian Bremmer, Bob Pozen, Andrew Lo
“Planting the flag in private wealth advice is going to shape a lot of what IMCA focuses on over the next few years,” says IMCA Executive Director Sean Walters.
Top Portfolio Products: Women Hedge Fund Managers Provide More Alpha, Report Says
Women managing hedge funds provide higher returns, a Rothstein Kass report found. Also, Security Benefit Corp introduced a next-generation fixed annuity.
How Do You Define Wealth Management? IMCA Responds
What is wealth management, and what do professionals who call themselves wealth managers actually do?
IMCA Study Defines Practice of Wealth Management
One finding of IMCA's Certified Private Wealth Advisor certification program: What defines a high-net-worth client? Start with $5 million.
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.