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Garry Bridgeman will be the president of the Investment Management Consultants Association in 2008-2009.
Bridgeman is a private wealth advisor in the Atlanta office of Merrill Lynch & Company Inc.
Other 2008-2009 officers of IMCA, Denver, include Betsy Piper, vice president; John Granzow, treasurer; and Sam Paglioni, secretary.
The IMCA serves investment consultants and runs the Certified Investment Management Analyst professional designation program.
You make a living by explaining things. Insurers may need help with explaining themselves.
An SEC rule requires that at least 80% of a fund's assets are the type of investments suggested by its moniker.
The firm says it is moving to give all financial advisors the ability to use its investment modeling and related technology.
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The Benefits of Owning Municipal Bonds
If your clients aren’t already investing in municipal bonds, it might be time to start. Use this tool to show them the potential of this type of investment vehicle.
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What's Driving Advisors to Move in the New Market Landscape?
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7 Keys to Upgrading Your Advisor Tech
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