Investment Management Consultants Association

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  New Hire Roundup: Feldman Named Gold Bullion CEO

  By Marlene Y. Satter, AdvisorOne  |  July 18, 2012

  This week in new hires, Steven Feldman was named CEO and Eric Schwartz was made chairman of the board at Gold Bullion International, and United Capital brought in three new management team members.

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  RIAs Core of IMCA Growth Strategy, Board of Directors Say

  By John Sullivan, AdvisorOne  |  April 30, 2012

  “We’re moving forward as an organization, but we’re moving forward under change,” said Betsy Piper-Bach, IMCA’s chairwoman.

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  Fiduciary Duty Concept Release Likely by Summer: Ex-SEC Exec

  By Melanie Waddell, AdvisorOne  |  April 23, 2012

  The SEC may likely issue a concept release this summer regarding putting brokers under a fiduciary mandate, Andrew “Buddy” Donohue, the former director of the SEC’s Division of Investment Management, said Monday.

• New Hire Roundup: BondDesk Welcomes Swartz; Kosharek Rises at Raymond James

  By Marlene Y. Satter, AdvisorOne  |  March 28, 2012

  This week in new hires, Donald Swartz went to BondDesk; Jamie Kosharek advanced at Raymond James; and Pinnacle made Michael Kitces a partner.

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  Risk on the Rise: Yield Chasers Rush Into Alternatives

  By Joyce Hanson, AdvisorOne  |  February 16, 2012

  Correlation, coupled with the U.S. bond market’s zero-yield environment, has driven advisors into riskier alternative investing.

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  Keynes vs. Hayek Smackdown: Battle Still Rages Between Long-Dead Economists

  By Joyce Hanson, AdvisorOne  |  February 3, 2012

  To many market watchers, the fight of the century was the battle royale between economists John Maynard Keynes and Friedrich August von Hayek--and it's a fight that rages on though the opponents died years ago.

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  IMCA Brings CIMA Certification Program to Chicago’s Booth Business School

  By Joyce Hanson, AdvisorOne  |  January 31, 2012

  IMCA CEO Sean Walters says competition has grown among education providers for credentialing programs, and he predicts closer regulatory scrutiny will reduce the number of certifications.

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  Ezrati, Golub See Flat Investment Year of Risk-On Trades: IMCA 2012

  By Joyce Hanson, AdvisorOne  |  January 30, 2012

  Lord Abbett’s Milton Ezrati and UBS’ Jonathan Golub discussed investment strategies for 2012 at the IMCA conference in New York on Monday.

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  IMCA Conference Comes to NYC Featuring Ezrati, Golub

  By Joyce Hanson, AdvisorOne  |  January 20, 2012

  IMCA will bring a wealth of speakers to its Jan. 30-31 consultants conference on Times Square in New York City.

• Blair, Gross, Other Experts Weigh in on Euro Tumult and Anti-Wall Street Protests

  By Janet Levaux, AdvisorOne  |  November 23, 2011

  Former British Prime Minister Tony Blair said the resolution of today’s global economic and financial challenges could get derailed by short-term political thinking, though he remains optimistic that leaders can address long-term issues. Blair spoke Nov. 2 to about 2,100 financial advisors and about 2,000 other guests as the keynote...