Sean Walters reviews IMCA’s illustrious history, discusses the importance of the CIMA certification, and outlines the company’s future international plans.
Sean Walter's introduces IMCA’s global strategy
IMCA 2016 Annual Conference Carl Richards Interview
Carl Richards, CFP®, The Behavior Gap, talks about the importance of understanding behavioral finance issues and simplifying messages for clients.
IMCA 2016 Annual Conference Chris Geczy Interview
Christopher Geczy, PhD, on the importance of doing well and doing good simultaneously for clients through in impact investing. Your competitors are paying close attention to impact investing and you should be too, Geczy says.
Greg Valliere Entire 2016 Annual Conference Session
Greg Valliere, Chief Political Strategist at Horizon Investments, offered an entertaining inside look at the 2016 presidential election (the “nastiest” of our lifetime), including investment implications, the potential for tax reform, and the possibility of a third-party candidate.
IMCA 2016 Annual Conference Jennifer Kiffmeyer
The Department of Labor rolled out its long-awaited Conflict of Interest Rule on April 8, 2016. While it is going to take time for industry analysts to fully digest its nuances, many of the key provisions are likely to affect wealth managers, financial planners, and others doing business in the pension and retail individual retirement account (IRA) space. Jennifer Kiffmeyer, CISP, CRPS, PRP, of the Retirement Learning Center talked about the implications of the rule after her The Institute 2016 Annual Conference super session, Investment Advice Fiduciary: New Rules of Engagement.
IMCA 2016 Annual Conference Frank Coates Interview
“The core of our business is the relationship between you and your client,” says Frank Coates, CFA®, of Wheelhouse Analytics. Coates explains how deepening these relationships can give you the tools to provide the best solutions for clients’ real needs.
IMCA 2016 Annual Conference Uday Singh Interview
Where is the money headed in 2020? A.T. Kearney’s Udah Singh outlines waves of change that are transforming the wealth management industry and what advisors need to do about it.
IMCA 2016 Annual Conference Teresa Kong Interview
Wide credit spreads and low global interest rates may make now an attractive time to capture strong risk-adjusted returns in Asia, says Teresa Kong, CFA®, of Matthews Asia. Many fixed-income portfolios are underweight in Asia and the next five years in fixed income will look very different than the last five, she says.
IMCA 2016 Annual Conference Brian Ullsperger Interview
Investing is a lifelong process and CIMA® certification provides the foundation for helping clients invest for their lifetime, says Brian Ullsperger, CIMA®, The Institute board member and advisor at Andersen Investment Advisory Services. “CIMA is beyond the designation – it’s really about a lifetime of learning,” Ullsperger says.
Micheal Johnson at IMCA's 2016 Annual Conference Experience
"If you work with high-net-worth clients, I think it's a must," says Michael Johnson, CPWA®, of Plante Moran Financial Advisors. Watch Johnson discuss experience earning the Certified Private Wealth Advisor® (CPWA®) certification.