Sean Walters

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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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  Borzi, Whitney, Taleb to Speak at IMCA Annual Conference

  By John Sullivan, AdvisorOne  |  April 25, 2013

  April showers will bring financial advisors to Seattle for the Investment Management Consultant Association conference, starting Sunday.

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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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  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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  Schwab Names 3 RIA Firms as Impact Award Winners for 2012

  By James J. Green, AdvisorOne  |  November 15, 2012

  Seventh annual awards handed out honors for Best-in-Business, Trailblazer and Pacesetter for the RIAs excellence, growth, leadership and contributions to the industry.

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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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  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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  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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  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.

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  IMCA Wins International Accreditation for CIMA Mark

  By James J. Green, AdvisorOne  |  April 28, 2011

  ISO blessing is the first in U.S. for a financial services credential, and required changes in IMCA's governance.