2013 IMCA in the News

Tax-aware investing is extra important now
IMCA's Investments & Wealth Monitor cited in this article outlining five ways to improve after-tax returns as rates change.
December 30, 2013

Improved Outcomes Demand New Thinking
November 2013

What types of firms are experiencing the biggest recruiting boom? (Video)
November 21, 2013
 

Tepper to Offer Certificate Courses for Investment Advisers
November 12, 2013
 

Five Questions with Sean Walters
November 1, 2013

Restoring Market Trust (video)
October 25, 2013
 

Marketing, Demographics, Fees: Why Planners Have $8 Million More Fun
October 21, 2013

Wealth Management Credentials -- Measuring an advisor’s expertise
October 16, 2013

Fama Unrepentant On MPT, Alternative Investments And The Value Of Advisors
October 14, 2013

In Tweets About Washington, Advisors Don’t Hold Back
October 16, 2013

How to best meet the needs of high net worth clients
Video interview with IMCA's executive director and CEO

Helping Millennial advisers plot their career paths in financial services
Video interview with IMCA's director of education

Doll, Coté: Despite Washington noise, bull market alive and well
October 8, 2013

Where Advisors Get Advice
October 7, 2013

Eugene Fama reiterates opposition to active management, high fees
October 7, 2013

James Glassman touts taxing consumption instead of earnings
October 7, 2013

IMCA Announces New Chair For 2014 Board
October 1, 2013

MOVES- Barclays, RBC Capital, Sberbank, AXA Investment Managers
September 25, 2013

New Hire Roundup: IMCA Names Whiting National Sales Director
September 25, 2013

The Golden Handcuffs Come Off
September 4, 2013

Alphabet Soup Decoded
August 26, 2013

Investors want advisers with complete view of finances
August 20, 2013

CFA ‘the Gold Standard’ for Inst’l Sales Pros
August 13, 2013

IMCA Membership Tops 9,000
August 1, 2013

RayJay Responds to Rep-as-PM Growth With Advisor Toolkit
August 6, 2013; CIMA certification mentioned as an important
component of the Rep-as-PM model

Understanding ETF Liquidity
July 31, 2013

Understanding ETF Liquidity
July 28, 2013

IMCA updates CIMA program
July 24, 2013

IMCA Enhances CIMA Certificate Exam for 2014
July 22, 2013

CIMA Makeover Amps Up Alternative, Risk Management Focus
July 23, 2013 

Do RIAs Need to Understand ETF Liquidity?
July 22, 2013

Do RIAs Need to Understand ETF Liquidity?
July 22, 2013

How Important Are Credentials in Wealth Mgmt?
July 16, 2013

Recruiters: Sales Pros Without Credentials Suffer
June 24, 2013

CFA Brings Wholesalers Bucks, But CIMA Matters Most
June 18, 2013

Regulatory Update: What's on the Horizon
June 6, 2013

On Barron's panel at IMCA, three top advisors tell what knocked them on course
June 3, 2013

Importance of Advisor’s ‘Bedside Manner’: Meir Statman
May 15, 2013

What Will the Global Economy Look Like in 2025?
May 15, 2013

Designations For The Buy Side
May 14, 2013

Institutions Warned over Unwise Approach to Alts
May 13, 2013

Video Interview with IMCA executive director and CEO Sean Walters
May 2, 2013

CIMA Designees Make More Than Other Advisors
April 30, 2013

Do CIMAs Get More Bang for Their Buck Than CFPs?
April 29, 2013

Is a Designation Worth It?
April 30, 2012

CIMA Mark Proves Worth
April 29, 2013

Bob's Daily Buzzword: `Roll Down'
April 30, 2013

An IMCA Conference Recap: What Sets Successful Advisors and Practices Apart?
May 8, 2013

Protect Investors from Their Worst Enemy: Themselves
May 8, 2013

How Wall Street’s hold on bank regulators mimics drug lord playbook
May 1, 2013

Working Through Loss and Grief With Clients
May 13, 2013

An Ex-NFL Coach Tackles Advisors
May 1, 2013

IMCA panelists bash 'amazing stupidity' in Washington
May 1, 2013

Meir Statman on perils of markets: 'If you want real risk, get married'
April 29, 2013

Borzi: Exemptions from conflict of interest will be part of new fiduciary proposal
May 7, 2013

Consultants Race to Meet Tougher Institutional Demands
May 8, 2013

A Talk With UBS's U.S. Head of Philanthropic Services
May 8, 2013

How Three Wealth Managers Followed Their Bliss
May 1, 2013

‘Black Swan’ Author Says Market ‘Fragility’ More Important Than Risk
May 1, 2013

Investing in Emerging Markets Growth
May 1, 2013

Whitney warns about 'negative feedback loop from hell' in muni market
April 29, 2013

Meredith Whitney: I’m a ‘Growth Chaser,’ Not a ‘Doom and Gloomer’
April 29, 2013

Meredith Whitney blames '60 Minutes' for her muni 'call,' then doubles down on the 'hell' coming for muni bonds
May 6, 2013

Meredith Whitney Actually Thinks Much Of The Muni Bond Market Is Safe For Investors
May 7, 2013

MEREDITH WHITNEY: Something's Got To Give As Muni Bonds Enter A 'Negative Feedback Loop From Hell'
April 29, 2013

IMCA Kicks Off With a Focus on Geography
April 30, 2013

Meredith Whitney – State-issued GO Muni Bonds are Safe
May 7, 2013

One Major Reason to Include Real Assets in a Portfolio
May 2, 2013

U.S. Recovery Coming At 2 Speeds
April 29, 2013

Overcoming a Crisis of Trust
May 1, 2013
 

Alpha bets for the masses a tough sell: Panel
April 30, 2013

Everything You Know About Portfolio Construction Is Wrong
April 30, 2013

Advisors Miss Out By Not Talking Philanthropy With Clients
April 30, 2013

Borzi Hints at Exemptions to DOL Fiduciary Rule
April 29, 2013

The Benefits of Being Fast
April 29, 2013

New Emerging Markets Math: Debt Versus Equities
May 7, 2013

Working With Grieving Clients
May 1, 2013
 

Giving Clients a Push When It Comes to Retirement
April 28, 2013

Swans, iTunes, Feds and Dreamliners flying
April 29, 2013

Borzi, Whitney, Taleb to Speak at IMCA Annual Conference
A curtain-raiser article about IMCA's 2013 Annual Conference in Seattle.
April 25, 2013

Adviser certifications can mislead
This MarketWatch article provides a close look at financial certifications, and mentions IMCA's CPWA certification as a top credential.

Your Client’s Brain
Investment Advisor editor James Green previews the February magazine and cites IMCA's New York Consultants Conference attendance.

 

Firms Must Support CFA, CFP Candidates: Poll
Almost two thirds of a Fund Fire poll respondents said companies should both reimburse their employees for certifications (including CIMA certification) and provide study time during work hours. IMCA executive director and CEO Sean Walters offers his perspective.

Advisor Optimism Tempered By Debt Ceiling Pessimism At IMCA Conference In New York
IMCA members and New York Consultants Conference attendees are optimistic about 2013 despite debt ceiling gloom, writes Charlie Paikert of the Wealth Management Report.
By Charles Paikert, February 5, 2013

Former White Collar Criminal Urges Ethics
New York Consultants Conference ethics speaker Walter Pavlo delivered a sobering presentation about his participation in accounting fraud.
By Lorie Konish, February 5, 2013
 

How to Fix Social Security While Averting Fiscal Ruin: Pozen
Moving from wage indexing of initial Social Security benefits to a system of price indexing would provide reform needed to erase deficit, Robert Pozen tells IMCA’s New York Consultants Conference.
By Joyce Hanson, February 5, 2013

As Windhaven assets head moonward, Stephen Cucchiaro keeps right on warning of falling skies in New York
Matching asset strategies to potential disastrous national and world scenarios key to keeping clients afloat, IMCA speaker says.
By Dina Hampton, February 5, 2013  
 

Pozen warns that inaction on fiscal cliff is likely
Congress will permit $1.2 trillion in sequestration cuts between domestic and Department of Defense appropriations because of the lack of political will to reform entitlement programs, Robert Pozen says.
By Warren S. Hersch, February 5, 2013

Uncertainty is bullish for stocks: Bernstein
Advisors and clients should applaud today's market uncertainty, and individual investors are not good at predicting bull markets, Richard Bernstein says at IMCA conference.
By Bruce Kelly, February 4, 2013

Fall Off Fiscal Cliff Inevitable, Pozen Says
The U.S. will tumble off the fiscal cliff March 1, forcing more than $1 trillion in federal cuts and slashing 2013 GDP, according to New York Consultants Conference speaker.
By Raymond Fazzi, February 4, 2013
 

Bernstein: U.S. Industry Fueling Bull Market
Advisors should consider today's mass level of concern, which is based on perception instead of reality, as an opportunity, IMCA conference speaker says.
By Raymond Fazzi, February 4, 2013
 

Bearish Bremmer, Bullish Bernstein Clash at IMCA Forum
Ian Bremmer warns of weak U.S. position in global markets; Richard Bernstein touts advantages of fear and indecision at sold-out conference.
By Joyce Hanson, February 4, 2013
 

On the Road at IMCA: Bernstein Backs the U.S.
Bull markets are not periods of wine and roses, but instead periods of fear and indecision, according to IMCA speaker Richard Bernstein.
By Megan Leonhardt, February 4, 2013
 

IMCA speaker: The time to invest in equities is now
Asset managers should boost equities holdings -- especially U.S. small- and mid-caps -- according to a speaker at the 2013 New York Consultants Conference.
By Warren S. Hersch, February 4, 2013
 

IMCA NYC to Feature Ian Bremmer, Bob Pozen, Andrew Lo
A curtain-rasier article about IMCA's annual New York Consultants Conference in Times Square February 4-5 highlights IMCA speakers and organizational focus.
By Joyce Hanson, January 23, 2013
 

Journalist's book blisters advisers
IMCA's executive director and CEO Sean Walters chimes in on a new book criticizing financial advice, “Pound Foolish: Exposing the Dark Side of the Personal Finance Industry.”
By Liz Skinner, January 13, 2013
 

Top Portfolio Products: Women Hedge Fund Managers Provide More Alpha, Report Says
Advisor One covers IMCA’s inaugural Academic Paper Competition Winner.
By Marlene Y. Satter, January 11, 2013
 

IMCA awards prize in first academic paper competition
Pensions & Investments’ Barry Burr covers Daniel Li, Michael Markov and Prof. Russ Wermers’ collaborative paper “Monitoring Daily Hedge Fund Performance When Only Monthly Data is Available” awarded IMCA’s inaugural Academic Paper Competition Winner.
By Barry Burr, January 10, 2013