Investment Management Consultants Association

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  Do CIMAs Get More Bang for Their Buck Than CFPs?

  By John Sullivan, AdvisorOne  |  April 29, 2013

  CIMAs earn more, see stronger asset growth and express greater career satisfaction than those without the designation, IMCA claims.

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  HighTower, UBS Veteran Join in New York Partnership

  By Joyce Hanson, AdvisorOne  |  March 25, 2013

  MK Wealth Management’s principal, Mark Kravietz, is a longtime veteran of the financial services sector, most recently at UBS Financial Services.

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  How to Fix Social Security While Averting Fiscal Ruin: Pozen

  By Joyce Hanson, AdvisorOne  |  February 5, 2013

  Bob Pozen knows how to fix Social Security, even after the United States falls off the new fiscal cliff—and the U.S. will fall, on March 1 to be exact, he says.

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  Bearish Bremmer, Bullish Bernstein Clash at IMCA Forum

  By Joyce Hanson, AdvisorOne  |  February 4, 2013

  Take your pick: the free markets are in their death throes, or we are in the middle of the biggest bull market we’ll ever see.

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  IMCA NYC to Feature Ian Bremmer, Bob Pozen, Andrew Lo

  By Joyce Hanson, AdvisorOne  |  January 23, 2013

  “Planting the flag in private wealth advice is going to shape a lot of what IMCA focuses on over the next few years,” says IMCA Executive Director Sean Walters.

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  Top Portfolio Products: Women Hedge Fund Managers Provide More Alpha, Report Says

  By Marlene Y. Satter, AdvisorOne  |  January 11, 2013

  Women managing hedge funds provide higher returns, a Rothstein Kass report found. Also, Security Benefit Corp introduced a next-generation fixed annuity.

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  How Do You Define Wealth Management? IMCA Responds

  By John Sullivan, AdvisorOne  |  November 17, 2012

  What is wealth management, and what do professionals who call themselves wealth managers actually do?

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  IMCA Study Defines Practice of Wealth Management

  By Michael S. Fischer, AdvisorOne  |  November 12, 2012

  One finding of IMCA's Certified Private Wealth Advisor certification program: What defines a high-net-worth client? Start with $5 million.

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  Unregulated Advisor Designations Leave Seniors Vulnerable, IMCA Says

  By John Sullivan, AdvisorOne  |  September 4, 2012

  Incompetent financial advice is a serious threat that leads to tangible losses for seniors. IMCA wants to do something about it.

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  Five Good Questions for Michael Kitces of Pinnacle

  By Bob Seawright, Madison Avenue Securities  |  August 16, 2012

  The portfolio expert shares his views on wealth management, the 4% rule and a variety of other financial-planning hot topics.