One-on-one with Ian MacKenzie: How IMCA makes hay by letting the RIA and wirehouse channels fall where they may
A dark horse to FPA and NAPFA, the Colorado group keeps getting traction by teaching investing
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.
Investment & Wealth Institute
Top Executive: Sean Walters