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Articles tagged "IMCA"


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Rex Macey: I’d like agreements to have a page of normal-size print in red outlining the risks.

How indifferent ethical conduct by the investment consulting industry is giving investors a Big Short

Financial advisors are good guys -- mostly -- but the industry is halfhearted when it comes to alerting clients to alternatives risk and tax ramifications

March 7, 2016 at 5:37 PM

Jeff Rupp: Private equity is viewed as a sexy business because families believe that they can utilize control to affect a better outcome... The key question is whether or not the returns will be as good as if you went with a financial manager.

In the control freak world of family offices, cutting the private equity firm out of the deal has an alluring logic -- and pitfalls

SFOs like Vinik Family Office may actually have intrinsic edges because they're unencumbered by 5-year horizons or money that must be invested in an amount and time

March 1, 2016 at 11:42 PM

Duane Thompson: Its harshest critics might compare the process to a giant anaconda that, having swallowed its prey, now lies motionless for several months as it slowly digests its meal.

Snakes and ladders: What to expect in the unexpectedly triumphant final DOL fiduciary rule

Whether converted or just plain exhausted, the staunchest opponents are standing down to make way for the new rule that will go into effect in 2017

December 18, 2015 at 12:28 AM

Brent Burns: A bond fund is simply a mutual fund that happens to own bonds (or in many cases derivatives) with no obligation to pay back anything.

Why unconstrained bond fund skepticism is justified (think 2008, not 2013) and why RIAs should say: None of the above

Brent Burns counter-dissects the Sanders Wommack vivisection of an article written by experts from LPL and Google

October 17, 2014 at 5:44 PM

Sanders Wommack: I took a close look at underlying data and came to significantly different -- in some instances polar opposite --  conclusions.

Why I respectfully reject the harsh take on unconstrained bond funds expressed by Google and LPL co-authors

An article by LPL's Adam Cohen and Google's Jingwei Lei in IMCA's publication flukily conicided with the revelation of Bill Gross's new job managing just such a fund

October 13, 2014 at 6:46 PM

Ric Edelman: We've found at present it is most effective for me to do the show solo.

How Ric Edelman manages to bring on 4,500 new clients each year by force of personality while diminishing key-man risk at the same time

The one no-go thus far is replacing himself on radio and TV but branches, 'robo'-advice, seminar producers, more advisors and more footprint proceed at nosebleed pace

June 6, 2014 at 7:41 PM

IMCA was a coming out party for ING's new moniker and billboard.

An advertiser's eye view of IMCA 2014 in Boston and why it's (almost) all about the RIA

The RIA custodians combined had at least 35 people there in the booths

May 8, 2014 at 2:42 PM

Ian MacKenzie: There's no pay to play.

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

May 6, 2014 at 6:09 PM

Benjamin Pierce: Jim names a donor-advised fund as charitable beneficiary to his assets because his goal is to keep heirs involved in philanthropy.

Strategic philanthropy: Exactly how to bequeath your values -- not taxes -- to the next generation

A case study illustrates how charitable impact and tax relief for family members are not mutually exclusive -- and may point the way to keep heirs on the true altruistic path

March 5, 2014 at 6:54 PM

David Givner: They're playing catch-up on an investing challenge so widely known and monumental that it manages to be both familiar and shocking.

How to gird clients for the approaching $500K tsunami of college costs without killing their retirement dreams

529 college savings plans are still on the table as well as alternative strategies for those who have made ill-timed, post-crash retreats from investments

February 17, 2014 at 7:49 AM

Michelle Smith: Wow, I'm going to capitalize on this. ... I drove a truck through [that] gap.

On Barron's panel at IMCA, three top advisors tell what knocked them on course

I compulsively listened to a divorce opportunist, an ex-Goldman, now Merrill fellow, and a Morgan Stanley consultant offer a diverse array of nuggets

June 3, 2013 at 6:33 AM

Phyllis Borzi: We thought we hadn't done enough.

Borzi: Exemptions from conflict of interest will be part of new fiduciary proposal

An easing of the ban against advisors accepting payment from money managers for selling their products may be in the works

May 7, 2013 at 3:14 AM

Meredith Whitney: I am not a doom-and-gloomer. I've been a growth chaser.

Meredith Whitney blames '60 Minutes' for her muni 'call,' then doubles down on the 'hell' coming for muni bonds

In places like Stockton, Calif., bondholders are being paid, but cuts to public pensions, rising crime and slow emergency responses, cuts to sports, arts programs in the schools are the price

May 6, 2013 at 4:19 PM

Stephen Cucchiaro: Think of all the bad things that could happen in the future.

As Windhaven assets head moonward, Stephen Cucchiaro keeps right on warning of falling skies in New York

At IMCA event, the Schwab investments superstar is selling catastrophe-proofing at Dow 14,000 as well as he was at Dow 7,000

February 5, 2013 at 4:14 PM

Timothy Welsh: Campanale and his team were caught somewhat flat-footed when the story broke.

How Frank Campanale's E.F. Hutton resurrection, a TD management hire and upbeat advisors electrified IMCA's annual conference

More than 1,500 advisors came to the Potomac -- including more than a few of Campanale's Smith Barney Consulting alumni

April 26, 2012 at 5:40 AM

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