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.
Five Good Questions for Michael Kitces of Pinnacle
The portfolio expert shares his views on wealth management, the 4% rule and a variety of other financial-planning hot topics.
New Hire Roundup: Feldman Named Gold Bullion CEO
This week in new hires, Steven Feldman was named CEO and Eric Schwartz was made chairman of the board at Gold Bullion International, and United Capital brought in three new management team members.
RIAs Core of IMCA Growth Strategy, Board of Directors Say
“We’re moving forward as an organization, but we’re moving forward under change,” said Betsy Piper-Bach, IMCA’s chairwoman.
Fiduciary Duty Concept Release Likely by Summer: Ex-SEC Exec
The SEC may likely issue a concept release this summer regarding putting brokers under a fiduciary mandate, Andrew “Buddy” Donohue, the former director of the SEC’s Division of Investment Management, said Monday.
New Hire Roundup: BondDesk Welcomes Swartz; Kosharek Rises at Raymond James
This week in new hires, Donald Swartz went to BondDesk; Jamie Kosharek advanced at Raymond James; and Pinnacle made Michael Kitces a partner.
Risk on the Rise: Yield Chasers Rush Into Alternatives
Correlation, coupled with the U.S. bond market’s zero-yield environment, has driven advisors into riskier alternative investing.
Keynes vs. Hayek Smackdown: Battle Still Rages Between Long-Dead Economists
To many market watchers, the fight of the century was the battle royale between economists John Maynard Keynes and Friedrich August von Hayek--and it's a fight that rages on though the opponents died years ago.
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.