Clients Clamoring for Help on Rollovers, Annuities: Cerulli
The DC plan-dominated landscape leaves clients needing help generating retirement income and managing the sequence of returns, a report from Cerulli and IMCA says.
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.
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.
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.
Behavioral Economist Thaler Warns of ‘Hindsight Bias’: IMCA Conference
If so many advisors saw 2008 coming, why hadn’t more investors avoided the aftermath?
Nuveen's Alan Brown Speaks Out on Portfolio Construction, Relationships
Alan Brown, executive vice president and co-head of Nuveen Investments Global Private-Client Group, has been with the Chicago-based firm since 2001. Before this, he served...
Raising Your Game
It's hardly news that regular communication--financial and otherwise--is the key to high-net-worth client satisfaction. Nor is it any surprise that satisfaction leads to loyal clients....