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IMCAVision

  • Reflecting on IMCA's 30-year history - Duration: 3 minutes, 9 seconds.

    • 6 days ago
    • 6 views
    IMCA was founded in 1985 with a focus on three tenets that are still relevant today: membership and community, ethics and standards, and educational rigor. Watch IMCA members, staff and volunteers ...
  • Joanne Norton - Duration: 58 seconds.

    • 1 month ago
    • 1 view
    Multigenerational wealth management is about more than just the numbers. Advisors need to be empathic and actively listen to their clients. Joanne Norton of The Family Business Consulting Group exp...
  • Scott Thayer - Duration: 90 seconds.

    • 1 month ago
    • 1 view
    What are the key issues facing consultants working with middle-market foundations with $25 million to $500 million in assets? IMCA board member Scott Thayer of Graystone Consulting explains.
  • Michael Kitces - Duration: 2 minutes, 20 seconds.

    • 1 month ago
    • 7 views
    Traditional asset location framing doesn't really work in today's environment. Watch Michael Kitces, Partner and Director of Research for Pinnacle Advisory Group and publisher of the financial plan...
  • Ed Easterling - Duration: 85 seconds.

    • 1 month ago
    • 6 views
    Short-term stock market returns may be unpredictable, but advisors may be able to project longer-term performance and provide needed added value to client portfolios. Ed Easterling of Crestmont Res...
  • Annie Duke - Duration: 2 minutes, 52 seconds.

    • 1 month ago
    • 12 views
    Playing poker offers key lessons that advisors and investors should embrace when making difficult investing decisions and building portfolios. Professional poker player Annie Duke tells us why.
  • Stephen Dubner - Duration: 3 minutes, 1 second.

    • 1 month ago
    • 3 views
    Today's advisors need to seek data that reflects the real world and understand how clients respond to incentives. Freakonomics co-author Stephen Dubner explains and talks about why education is a "...
  • Gail Buckner - Duration: 58 seconds.

    • 1 month ago
    • 9 views
    Clients expect their advisors to help them better understand Social Security and integrate it into their retirement planning. Watch Gail Buckner of Franklin Templeton Investments explain why adviso...
  • Robo-Advice: Threat or opportunity? - Duration: 2 minutes, 14 seconds.

    • 1 month ago
    • 8 views
    Are today's robo-advisory tools a threat or an opportunity for traditional investment advisors? Will technology replace the need for advice or simply enhance the way it's delivered? Two veteran adv...
  • Sean Walters CAE, IMCA Executive Director/CEO - Duration: 10 minutes.

    • 2 months ago
    • 24 views
  • IMCA morning Session Timelapse - Duration: 32 seconds.

    • 3 months ago
    • 33 views
    This video is about IMCA morning Session Timelapse
  • John Nersesian State of IMCA - Duration: 7 minutes, 56 seconds.

    • 3 months ago
    • 28 views
    This video is about John Nersesian State of IMCA
  • Retirees Investing in Equities: Michael Kitces - Duration: 4 minutes, 23 seconds.

    • 11 months ago
    • 33 views
    Michael Kitces of Pinnacle Advisory and Nerd's Eye Blog shows how it can make sense for retirees to maintain a position in equities
  • IMCA Chair John Nersesian: Watch out for tax changes - Duration: 71 seconds.

    • 11 months ago
    • 23 views
    IMCA Chair John Nersesian, CIMA, of Nuveen Investments, warns that changes in 2013 may mean a tax shock for some advisors, due to changes in marginal rates, dividends, and the phase out of deductio...
  • Kitces: Tax Code Changes Mean Challenges for Advisors - Duration: 3 minutes, 3 seconds.

    • 11 months ago
    • 16 views
    Michael Kitces of Pinnacle Advisory and the blog Nerd's Eye View says changes to federal capital gains tax rules means advisors must adjust to protect their clients
  • Changes for 401k plan advisors: Marcia Wagner, Wagner Law Group - Duration: 3 minutes, 9 seconds.

    • 11 months ago
    • 29 views
    Advisors who work with 401k plan participants can expect big changes as the federal government considers "conflicted advice" regulations for fiduciaries, but that could mean big opportunities for c...
  • 3 Fast Points: Investing and Rising Interest Rates - Duration: 2 minutes, 1 second.

    • 1 year ago
    • 36 views
    IMCA Treasurer, Kevin Sanchez, CIMA, CPWA, of UBS Financial has 3 fast points he's talking with investors about when it comes to the Fed raising interest rates next year. Are you ready?
  • Eric Cott of Options Industry Council: Investors are curious about options - Duration: 2 minutes, 21 seconds.

    • 1 year ago
    • 34 views
    Eric Cott of the Options Industry Council says investors are asking their advisors about adding options to their portfolios. Are advisors ready?
  • Dambisa Moyo, PhD, on Global Economic Structural Flaws - Duration: 2 minutes, 21 seconds.

    • 1 year ago
    • 820 views
    International Economist Dambisa Moyo sees some structural flaws in the world economy that investors, and advisors, should understand
  • Professor A. Craig MacKinlay on Smart Beta - Duration: 86 seconds.

    • 1 year ago
    • 52 views
    Professor A. Craig MacKinlay of The Wharton School discussing smart beta strategies and diversification
  • Need Clients? Take Someone to Lunch - Duration: 87 seconds.

    • 1 year ago
    • 19 views
    Highly successful financial advisor Kevin Sanchez says his team has boosted net new assets under management by $2 billion just by building relationships over lunch with potential clients. Simple. E...
  • "Continued Mediocrity" for U.S. economy in 2014: Blinder - Duration: 3 minutes, 11 seconds.

    • 1 year ago
    • 8 views
    Former Fed. Vice Chair, and Princeton Professor, Alan Blinder says he expects "continued mediocrity" in U.S. economy in 2014. Video from May, 2014.
  • Mike Byrnes: "Wow Your Clients" - Duration: 2 minutes, 4 seconds.

    • 1 year ago
    • 20 views
    Mike Byrnes of Byrnes Consulting says "Wow your clients" by getting to know them, use social media, reach out to all generations to build a financial advisory relationship that lasts a lifetime
  • IMCA Chair John Nersesian On Staying Ahead of a Changing World - Duration: 2 minutes, 32 seconds.

    • 1 year ago
    • 44 views
    IMCA Chair John Nersesian, of Nuveen Investments: "I thought my job was to manage money, but I'm beginning to realize the job really requires us to manage clients." How can advisors stay on top of ...
  • mlp - Duration: 80 seconds.

    • 1 year ago
    • 10 views
  • asset9 - Duration: 4 minutes, 21 seconds.

    • 1 year ago
    • 7 views
  • Fed's money printing now a major concern for advisors - Duration: 89 seconds.

    • 1 year ago
    • 10 views
    The most pressing issue for financial advisors today is the fallout from 7 years of printing money at the Fed, says David Kotok of Cumberland Advisors. What now?
  • Jeffrey Knight and Fed Easing - Duration: 2 minutes, 7 seconds.

    • 1 year ago
    • 5 views
    Jeffrey Knight of Columbia Management discusses the end of the Fed Easing and what it means for investors and advisors
  • What Wealth Advisors Must Know About Health Care and ACA - Duration: 5 minutes, 3 seconds.

    • 1 year ago
    • 19 views
    Lisa Brown of Brightworth Private Wealth Counsel on what the Affordable Care Act means for wealth advisors ... AND their clients
  • IRS cracking down on estate tax plans: Michael Kitces - Duration: 2 minutes, 26 seconds.

    • 1 year ago
    • 29 views
    IMCA San Francisco speaker Michael Kitces discusses pitfalls awaiting advisors constructing estate plans for clients The IRS is watching.
  • Anthony Davidow, Schwab Center for Financial Research: Beta Strategies - Duration: 2 minutes, 9 seconds.

    • 1 year ago
    • 13 views
    Anthony Davidow of the Schwab Center for Financial Research discusses beta strategies and risk return
  • SEC Changing the Rules on Client Testimonials - Duration: 2 minutes, 45 seconds.

    • 1 year ago
    • 5 views
    Duane Thompson of Potomac Strategies explains how SEC rules on client testimonials are changing
  • Mark Sima of Voya: Why CIMA Matters - Duration: 115 seconds.

    • 1 year ago
    • 52 views
    Mark Sima of Voya talks with Evan Cooper on Asset TV about Why CIMA certifications matter for wholesalers
  • Jeffrey Kleintop, CFA, on investing in bond alternatives - Duration: 70 seconds.

    • 1 year ago
    • 38 views
    Jeffrey Kleintop of LPL Financial says don't think bonds, think James Bond!
  • IMCA 2014 by the numbers - Duration: 5 minutes, 7 seconds.

    • 1 year ago
    • 22 views
    IMCA delivers the premier investment consulting and wealth management credentials and world-class educational offerings. Here's a snapshot of IMCA 2014 demographics.
  • IMCA 2014 organizational priorities - Duration: 10 minutes.

    • 1 year ago
    • 18 views
    John Nersesian, CFP®, CIMA®, CPWA®, CIS, Chair of IMCA, discusses organizational priorities with Jamie Green, editor of Investment Advisor magazine and ThinkAdvisor.com.
  • What ANSI accrediation means - Duration: 119 seconds.

    • 2 years ago
    • 117 views
    CIMA certification is the only financial services designation in the U.S. to meet international standards (ISO 17024) for personnel certification and earn accreditation by the American National Sta...
  • Why Sponsor and Exhibit with IMCA? - Duration: 96 seconds.

    • 2 years ago
    • 24 views
    Sponsoring and exhibiting at an IMCA event provides valuable exposure to some of the industry's most established financial professionals. IMCA members manage $327M on average, and represent the top...
  • Value of CIMA® Certification - Duration: 2 minutes, 23 seconds.

    • 2 years ago
    • 424 views
    CIMA professionals are more satisfied with their careers, earn better compensation, and manage more assets for higher-net-worth clients than other advisors, according to research conducted by the A...
  • World-Class IMCA Conferences - Duration: 2 minutes, 39 seconds.

    • 2 years ago
    • 15 views
    Members, volunteers and speakers explain why IMCA conferences offer the best educational content available in the industry.
  • IMCA Conferences | World-Class Education for Investment Consultants and Advisors - Duration: 4 minutes, 44 seconds.

    • 3 years ago
    • 339 views
    IMCA is dedicated to the advanced education of investment and wealth management professionals. Every year thousands of professionals attend IMCA's national and local conferences and workshops. Stay...
  • CIMA Certification | The New Standard for Investment Advice - Duration: 5 minutes, 4 seconds.

    • 3 years ago
    • 913 views
    IMCA's CIMA certification is designed for financial professionals who want to attain a higher level of competency as advanced investment consultants. As the only certification that has been accredi...
  • IMCA Membership | The Foremost Community for Advanced Investment Consultants and Advisors - Duration: 4 minutes, 4 seconds.

    • 3 years ago
    • 45 views
    IMCA is the community for investment consultants and wealth managers IMCA strives to provide every member with a wealth of knowledge and skills to keep you at the top of your game. You and your cli...
  • CPWA Certification| Specialized Strategies for Serving High-Net-Worth Clients - Duration: 4 minutes, 47 seconds.

    • 3 years ago
    • 205 views
    The CPWA designation is an advanced credential created specifically for financial advisors and consultants who work with high-net-worth clients on the life cycle of wealth: accumulation preservatio...
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