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Content tagged "IMCA"


Investment Management Consultants Association

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Benjamin Pierce: Jim names a donor-advised fund as charitable beneficiary to his assets because his goal is to keep heirs involved in philanthropy.

Strategic philanthropy: Exactly how to bequeath your values -- not taxes -- to the next generation
A case study illustrates how charitable impact and tax relief for family members are not mutually exclusive -- and may point the way to keep heirs on the true altruistic path

Wednesday 3.5.14
David Givner: They're playing catch-up on an investing challenge so widely known and monumental that it manages to be both familiar and shocking.

How to gird clients for the approaching $500K tsunami of college costs without killing their retirement dreams
529 college savings plans are still on the table as well as alternative strategies for those who have made ill-timed, post-crash retreats from investments

Monday 2.17.14
Michelle Smith: Wow, I'm going to capitalize on this. ... I drove a truck through [that] gap.

On Barron's panel at IMCA, three top advisors tell what knocked them on course
I compulsively listened to a divorce opportunist, an ex-Goldman, now Merrill fellow, and a Morgan Stanley consultant offer a diverse array of nuggets

Monday 6.3.13
Phyllis Borzi: We thought we hadn't done enough.

Borzi: Exemptions from conflict of interest will be part of new fiduciary proposal
An easing of the ban against advisors accepting payment from money managers for selling their products may be in the works

Tuesday 5.7.13
Meredith Whitney: I am not a doom-and-gloomer. I've been a growth chaser.

Meredith Whitney blames '60 Minutes' for her muni 'call,' then doubles down on the 'hell' coming for muni bonds
In places like Stockton, Calif., bondholders are being paid, but cuts to public pensions, rising crime and slow emergency responses, cuts to sports, arts programs in the schools are the price

Monday 5.6.13
Stephen Cucchiaro: Think of all the bad things that could happen in the future.

As Windhaven assets head moonward, Stephen Cucchiaro keeps right on warning of falling skies in New York
At IMCA event, the Schwab investments superstar is selling catastrophe-proofing at Dow 14,000 as well as he was at Dow 7,000

Tuesday 2.5.13
Timothy Welsh: Campanale and his team were caught somewhat flat-footed when the story broke.

How Frank Campanale's E.F. Hutton resurrection, a TD management hire and upbeat advisors electrified IMCA's annual conference
More than 1,500 advisors came to the Potomac -- including more than a few of Campanale's Smith Barney Consulting alumni

Thursday 4.26.12
The Bellagio encourages gambling but IMCA asks vendors to cool it on the overt recruiting.

IMCA delivers sobering content in high-rolling atmosphere of Las Vegas
Shiller's downer message was tempered by Ben Mezrich; the conference buzz was the Advent-Black Diamond deal

Wednesday 5.18.11
Jolie Keller: Knowing when to terminate a manager or not usually isn’t a clean, straightforward decision; rather, a picture emerges or a case develops over time.

When to fire an investment manager
Like selling a beaten down stock, it shouldn't be viewed as an admission of failure

Thursday 2.24.11
Gary Gastineau: ETFs are a great improvement over mutual funds, but you can’t deliver their full value to your clients unless you trade them economically.

The basic ETF trading practices that can save your clients money
How NAV-based trading will change the market

Monday 1.17.11
Rex Macey shows how to find the value in converting a traditional IRA into two “antithetical” Roth IRAs.

One killer Roth conversion strategy in seeking a single-digit tax return
Underlying the approach: The government has provided an option to “unconvert” converted Roths

Friday 1.7.11
Peter Ricchiuti: When you look at debt as a percent of GDP, while staggering nominal numbers, they are still far below the WW II era.

Looking in on IMCA's Advanced Wealth Management conference: Sold-out event shows how IMCA is growing, broadening membership
Custodians gather in target-rich environment: advisors that are well-equipped for independence

Tuesday 11.9.10
Tom Boczar: It's not how much you earn; it's how much you keep.

Structuring to optimize tax-efficiency
Recent developments and innovations in single stock concentration risk management

Monday 4.26.10
Ian MacKenzie: [IMCA] has been well-known within the wirehouse community for 25 years, and my goal is to use my experience and expertise to elevate that recognition among independent advisors serving a high-net-worth client base.

IMCA fills out roster by nabbing yet another FPA talent
One Denver advisory association looks to the other for hires but the two organizations profess peace

Friday 3.26.10
Paul Zettl: Conference registrations are running at double last year's rate

TD Ameritrade revs up to have the biggest three-day RIA rally in its history
Early attendance figures and a full agenda bode well for the rising custodian's 2010 National Conference

Friday 1.15.10
Andy Hyer: Blogs help promote an advisor’s business without being pushy.

Blogging: The costs and risks of hoarding your thoughts are rising
It's a new way for financial advisors to stay relevant with clients

Wednesday 12.16.09
Sean Walters: [Advisors] want to stay abreast without paying $6,000 to $7,000

Once a haven for fee-minded wirehouse brokers, IMCA is becoming a melting pot of advisory channels
IMCA conferences -- focusing on investment, wealth management -- are the sole reason that many new members join

Tuesday 12.1.09
Hardy Callcott was the FPA's feature attraction in drawing brokerage execs to Anaheim

FPA gets fast start in Anaheim with pre-event program for wirehouse execs and other non-members
Two-day program draws well for non-prime time of Friday-Saturday in LA suburb

Saturday 10.10.09
There are empty seats to fill at fall advisor conferences

Down economy subdues advisor attendance at fall conferences, FPA says
Schwab and IMCA events could avoid drops from last year

Tuesday 9.8.09

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