Kelly Newsome

Aaah. They are able to straddle these two “channels” because they offer a designation that looks legit for people who can’t pass the CFP or CFA exam. Come on people.

One-on-one with Ian MacKenzie: How IMCA makes hay by letting the RIA and wirehouse channels fall where they may

Ian MacKenzie: There's no pay to play.

IMCA

Ian MacKenzie

Lilah Koski

This section contains news and coverage about the dozens of conferences held in the advisory industry every year. Those conferences range from annual events put on by the big custodians to small hands-on workshops hosted by law firms, consultants and tech companies, among others. RIABiz can't cover all the conferences, but this page includes our stories about those we have written about.

We hope that getting a flavor of the different gatherings helps you decide which are worthwhile attending and &mdash; if you're in the conference business yourself &mdash; what clicks with attendees and what doesn't. Have a suggestion for a conference we should cover? Email me, Brooke Southall at <a href="mailto:brooke@riabiz.com">brooke@riabiz.com</a>.

Conferences

A dark horse to FPA and NAPFA, the Colorado group keeps getting traction by teaching investing

One-on-one with Ian MacKenzie: How IMCA makes hay by letting the RIA and wirehouse channels fall where they may

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One-on-one with Ian MacKenzie: How IMCA makes hay by letting the RIA and wirehouse channels fall where they may

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