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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

Author Kelly Newsome May 6, 2014 at 6:09 PM
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Ian MacKenzie: There's no pay to play.



May 7, 2014 — 10:41 PM

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.

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Investment & Wealth Institute
Top Executive: Sean Walters

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