2012 IMCA in the News

IMCA Opens Certification Prep Center
By Jim McConville, Financial Advisor, December 20, 2012

Suddenly, 'Wealth Management' Doesn't Mean Anything Anymore
By Charles Paikert, BusinessInsider.com, December 11, 2012

What is wealth management?
Video interview, Investment News, November 26, 2012

IMCA Defines The Difference Between Private Wealth Management And Financial Planning
By Michael Kitces, Nerd’s Eye View blog, Kitces.com, November 26, 2012

How Do You Define Wealth Management? IMCA Responds
By John Sullivan, AdvisorOne, November 17, 2012

Rich? Moi?
By Julie Steinberg, Wall Street Journal, November, 13, 2012

IMCA Sets Out To Define “Wealth Management” But Critics And Competitors Take Issue With The Definition
By Bob Powell, Advisors4Advisors.com, November 12, 2012

IMCA Study Defines Practice of Wealth Management
By Michael S. Fischer, AdvisorOne, November 12, 2012

Financial advisers: To MBA or not to MBA?
By Mark Bruno, Investment News, November 6, 2012 

What Does Consumer Confidence Imply for the Equity Risk Premium?
iStockAnalyst.com, October 12, 2012

Keys to selecting a wealth advisor
By Scott McClatchey, Southern Business Journal, October 3, 2012

How Good Are Your Planner's Credentials?
By Elizabeth O'Brien, SmartMoney, September 14, 2012

Teaching is now part of the process
By Mariana Lemann, Financial Times, September 21, 2012

Not Making the Grade
By Jeff Schlegel, Financial Advisor, September 2012

Unregulated Advisor Designations Leave Seniors Vulnerable, IMCA Says
By John Sullivan, AdvisorOne, September 4, 2012

All advisors must deal with the threat of low industry standards – before investors do it for them
By Steve Lockshin, RIABiz, August 17, 2012

Why Risk Questionnaires Misread Your Clients
By Gil Weinreich, AdvisorOne, August 16, 2012

Five Good Questions for Michael Kitces of Pinnacle
By Bob Seawright, AdvisorOne.com, August 16, 2012

A Better Way to Estimate Expected Return
By Christopher J. Brightman, HorsesMouth.com, August 16, 2012

Choose a financial advisor
By Staci Miller, Arkansas Democrat Gazette, June 29, 2012

4.4% just isn't enough
Pensions & Investments, June 11, 2012

Get With the Learning Program
By John J. Bowen, Jr., Financial Planning, June 2012

Taking stock
By Vikram Barhat and Melissa Shin, Advisor.ca, June 18, 2012

Equities: Time to buy or bail?
By Vikram Barhat, Advisor.ca, June 14, 2012

Why the Yale endowment model may still be fundamentally flawed
By Robert Boslego, RIABiz.com, June 14, 2012

When Bad Things Happen to Good Portfolios—And What to do About It
By John Sullivan, AdvisorOne, May 25, 2012

10 Key Issues to Watch in China’s Future
By John Sullivan, AdvisorOne, May 24, 2012

Why a 'Balanced' Portfolio May Not Work
By Brett Arends, SmartMoney Magazine, May 15, 2012

Membership growth, lobbying and the regulatory environment
Video interview with Kristen French and Sean Walters, Registered Rep, May 4, 2012

IMCA conference evolution and the need for constant knowledge and skill set updates
Video interview with David Armstrong and Kevin Sanchez, Registered Rep, May 4, 2012

Do You Really Need That MBA or Advice-Giving Certification To Move Ahead?
By Janet Aschkenasy, eFinancialCareers.com, May 2, 2012

RIAs Core of IMCA Growth Strategy, Says Board of Directors
By John Sullivan, AdvisorOne, April 30, 2012

OWS revival seen as boon for socially conscious set
By Jeff Benjamin, Investment News, April 29, 2012

Gloomy Gundlach sees dark at the end of tunnel
By Andrew Osterland, Investment News, April 29, 2012

The world is flat broke -- and advisers are worried
Video interview by Jeff Benjamin, Investment News, April 26, 2012

TD Ameritrade Launches Customized Thinkpipes Options Platform for RIAs
By John Sullivan, AdvisorOne, April 26, 2012

Steps Financial Advisors Can Take to Retain Female Clients
By Lorie Konish, OnWallStreet, April 26, 2012

Legacy of Occupy Wall Street? Green funds see more green
By Jeff Benjamin, Investment News, April 25, 2012

How Frank Campanale's E.F. Hutton resurrection, a TD management hire and upbeat advisors electrified IMCA's annual conference
By Tim Welsh, RIA Biz, April 25, 2012

Don’t bet on a China slowdown: Malkiel
By Vikram Barhat, Advisor.ca, April 25, 2012

HighTower Recruitment Accelerates in 1Q
By Lorie Konish, OnWallStreet, April 25, 2012

Gundlach: “We’re Going to Jump the Track”
By Larry Doyle, Business Insider, April 25, 2012

Long-term investing is dead: Gundlach
By Vikram Barhat, Advisor.ca, April 25, 2012

Gundlach Says Fed Won’t Preemptively Raise Rates
By Elizabeth Ody, Bloomberg, April 24, 2012

Post Financial Crisis, Investors Wary of Taking On Risk: IMCA Conference
By Melanie Waddell, AdvisorOne, April 24, 2012

Top 10 Dangers of Alternative Investments
By John Sullivan, AdvisorOne, April 24, 2012

Sam Stovall’s Seven Rules of Wall Street Investing: IMCA Conference
By John Sullivan, AdvisorOne, April 24, 2012

Doubleline’s Gundlach Delivers Bleak Outlook on Nation’s Debt: IMCA Conference
By John Sullivan, AdvisorOne, April 24, 2012

UBS’ Golub Says Analysts ‘Severely Underestimated’ U.S. Economy: IMCA Conference
By John Sullivan, AdvisorOne, April 24, 2012

Congress will kick tax can down the road: Valliere
By Jeff Benjamin, Investment News, April 24, 2012

'Hitch your wagon to foreign demand': SMU's Cox
By Jeff Benjamin, Investment News, April 24, 2012

Female clients more likely than men to make referrals
By Andrew Osterland, Investment News, April 24, 2012

Commodities not your run-of-the-mill hedge: Highbridge PM
By Jeff Benjamin, Investment News, April 24, 2012

IMCA 2012: How Advisors Should Connect With Clients
By Jim McConville, Financial Advisor, April 24, 2012

IMCA 2012: Gundlach Says Fed Can’t Preemptively Hike Rates On Inflation
Financial Advisor, April 24, 2012

IMCA 2012 Blog: The low down
By David Armstrong and Kristen French, Registered Rep, April 24, 2012

U.S. in ‘Self-Sustaining Recovery,’ but Tax Uncertainty Will Linger: Valliere
By Melanie Waddell, AdvisorOne, April 24, 2012

Middle Kingdom central to balanced portfolio: Malkiel
By Jeff Benjamin, Investment News, April 23, 2012

At Least 9% of Investors’ Portfolios Should Be Invested in China: Economist
By Lorie Konish, OnWallStreet, April 23, 2012

Behavioral Economist Thaler Warns of ‘Hindsight Bias’: IMCA Conference
By John Sullivan, AdvisorOne, April 23, 2012

6 Things Wealthy Clients Expect of Advisors: IMCA Conference
By John Sullivan, AdvisorOne, April 23, 2012

IMCA 2012: Communicating With Female Clients
By Jim McConville, Financial Advisor, April 23, 2012

Pension CIOs Win Award for Paper on Risk Management
By Kip McDaniel, aiCIO.com, April 23, 2012

Financial Reform Will Lead to Emphasis on Credentials: IMCA CEO
By Lorie Konish, OnWallStreet, April 23, 2012

Alternative beta better alternative than beta: University of Chicago's Moskowitz
By Jeff Benjamin, Investment News, April 23, 2012

FocusShares CEO Says ‘We’re the Best Deal on Wall Street’: IMCA Conference
By John Sullivan, AdvisorOne, April 23, 2012

Fiduciary Duty Concept Release Likely by Summer: Ex-SEC Exec
By Melanie Waddell, AdvisorOne, April 23, 2012

Bucking the Female Stereotype
By Warren S. Hersch, National Underwriter Life & Health, March 27, 2012

Build investment relationship on trust, shared goals
By Diana Barr, St. Louis Business Journal, March 23, 2012

Investment Management Consultants Association (IMCA) Moves Consultant Into Director Of Education Role
By Lisa Gray, advisors4advisors.com, March 22, 2012

IMCA Names Dobbs to Director of Education Post
By Lorie Konish, OnWallStreet, March 21, 2012

IMCA Hires Director Of Education
Financial Advisor, March 21, 2012

Are Managers Sponsoring CIMA Certification?
By Sean Walters, FundFire.com, March 6, 2012 (subscription required)

Growing CIMA Program Puts Pressure on Sales Execs
By Mark Gerlach, GatekeeperIQ, February 27, 2012 (subscription required)

Practice management should be continuing-education requirement
By Timothy Welsh, Investment News, February 26, 2012

Debate of the Century (The Hip-Hop Version)
By Warren Hersch, InsideCounsel, February 24, 2012

Risk on the Rise: Yield Chasers Rush Into Alternatives
By Joyce Hanson, Advisor One, February 16, 2012

Women Who’ve Spurned Financial Advice as a Career Should Think Again, Say Female Wealth Professionals
By Janet Aschkenasy, eFinancialCareers.com, February 16, 2012

Market Insights: Rethinking Equities and Retirement Income
By David Adler, Financial Planning, February 15, 2012

What Type Of Advisor Are You?
By Andrew Klausner, Forbes.com, February 15, 2012

Money Watch: How to tell if your stockbroker's on your side
By Christine Dugas, USA Today, February 11, 2012

New ETF targets upstream resources
By Vanessa Drucker, FundWeb, February 13, 2012

'Superdowngrades' could sink munis
By Jason Kephart, Investment News, February 5, 2012

Keynes vs. Hayek Smackdown: Battle Still Rages Between Long-Dead Economists
By Joyce Hanson, Advisor One, February 3, 2012

IMCA Boosts 2011 Membership
Financial Advisor, February 2012

Chicago Booth School of Business to Offer Certified Investment Management Analyst (CIMA) Designation
By Janet Aschkenasy, eFinancialCareers.com, February 2, 2012

IMCA Brings CIMA Certification Program to Chicago’s Booth Business School
By Joyce Hanson, AdvisorOne, January 31, 2012

Carmen Reinhart Takes Down NYT’S Krugman and WSJ’s Righties
By Evan Simonoff, Financial Advisor, February 1, 2012

Fight of the Century: Keynes vs. Hayek Round Two
By Warren Hersch, National Underwriter, February 1, 2012

Time to be contrarian
By Katie Keir, Advisor.ca, February 1, 2012

Advisors ignore clients’ true risk capacity
By Melissa Shin, Advisor.ca, February 1, 2012

Economist offers somber warning about U.S. recovery
By Andrew Osterland, Investment News, January 31, 2012

DUE DILIGENCE: Is The Sun Finally Rising Over Emerging Markets?
By Kristen French, Registered Rep, January 31, 2012

Economists Debate Governments' Role in Repairing Economies
By Lorie Konish, OnWallStreet, January 31, 2012

Panelists Accentuate the Positive at IMCA Conference
By Warren Hersch, National Underwriter, January 31, 2012

LiveBlog: New York Investment Consultants Summit
By Melissa Shin, Advisor.ca, January 31, 2012

Be greedy when others are fearful
By Steven Lamb and Melissa Shin, Advisor.ca, January 31, 2012

How Financial Advisors Can Fine Tune Working With Women in Transition
By Lorie Konish, OnWallStreet, January 30, 2012

Ezrati, Golub See Flat Investment Year of Risk-On Trades: IMCA 2012
By Joyce Hanson, Advisor One, January 30, 2012

IMCA Speaker Rejects Investor Objections to Buying Equities
By Warren Hersch, National Underwriter, January 30, 2012

What Investors (and Advisors) Don’t Know About Risk
By Donna Mitchell, Financial Planning, January 30, 2012

BlackRock: Munis face threat of 'super downgrade'
By Jason Kephart, Investment News, January 30, 2012

When it comes to risk profiles, don't trust client surveys
By Jason Kephart, Investment News, January 30, 2012

IMCA Conference Comes to NYC Featuring Ezrati, Golub
By Joyce Hanson, AdvisorOne, January 20, 2012

Search for investment adviser can be a challenge
By James L. Watt, Fort Collins Coloradoan, January 21, 2012

RIA Participation Helps Boost IMCA's 2011 Membership
By Donna Mitchell, Financial Planning, January 9, 2012