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Recent Activity
2012-05-24
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E-commerce and the surge in digital consumerism is changing the way retailer get products into consumer’s hands. Kris, Bjorson, head of Jones Lang LaSalle’s Retail Distribution Group, discusses e-commerce and how it fits...
2012-05-04
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Craig Avery at the IMCA 2012 national conference on recruiting, practice growth, and consolidation among independent broker/dealers.
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Sean Walters at the IMCA 2012 national conference on membership growth, lobbying and the changing regulatory environment.
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Mark Keeley at the IMCA on the history of the family-owned fund company, the art of buying out-of-favor stocks, and a potential renaissance of the manufacturing sector in the U.S.
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Richard Thaler, professor of behavioral science and economics at the University of Chicago’s Booth School of Business and the author of Nudge, at the IMCA 2012 conference on the difference between humans and “econs,” and...
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David Fenstermaker at the IMCA 2012 national conference on China bulls, emerging markets investing, and maintaining a balance between investment research and client relationships.
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Noah Hamman at the IMCA 2012 national conference on active ETFs, PIMCO’s entrance into the business, ETF subadvisory and managed ETF portfolios.
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W. Michael Cox, director of the O'Neil Center for Global Markets and Freedom at Southern Methodist University's Cox School of Business, at the IMCA 2012 conference on inflation, alternative investments, and the impact of...
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Robert Finder, managing director of Investment Management Consulting Group at Wells Fargo, on the “chemistry” between advisors and consultants and the power of combing substance and style to effectively communicate ideas...
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Michael Di Girolamo, managing director, Investment Advisors Division of Raymond James, at IMCA 2012 on handling the complexities of larger advisory practices going independent and the successful integration of Morgan...
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Tobias Moskowits, professor of finance at University of Chicago’s Booth School of Business, at the IMCA 2012 conference, on what investors want from hedge funds – outsize returns – and what hedge funds should provide –...
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Rich Santos, Group Publisher of Registered Rep., Trusts & Estates and WealthManagement.com speaks with Scott Collins at the annual IMCA Conference 2012.
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Kevin Sanchez, First Vice President, Investments, UBS and co-chair of the IMCA 2012 conference, on the evolution of the IMCA conferences and the need for advisors to continually update their knowledge and skill set.
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Janet Acheatel, financial advisor with HoyleCohen, at IMCA 2012 on founding HoyleCohen’s women’s practice Wealth By Design for Women, bringing the female spouse into the financial planning process and how the advisory...
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Eleanor Blayney, financial planner with Directions for Women, at IMCA 2012 on the differences between giving financial advice to men versus women and how women’s increasing economic wherewithal will change the nature of...
2012-05-03
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Kathleen Burns Kingsbury, an author and financial advisor coach with KBK Wealth Connection, at the IMCA 2012 conference, on how advisors should navigate the differences between men and women when it comes to financial...
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Burton Malkiel, economics professor at Princeton and author of the classic A Random Walk Down Wall Street speaking at the IMCA 2012 conference on why you need more exposure to China in your portfolio and the trouble with...
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Kathleen Pritchard, head of advisor business development at Legg Mason, at IMCA 2012 on how a practice’s website should be the hub of a marketing strategy, the need for solid email marketing strategies, and using...
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Michael Papedis at the IMCA 2012 national conference on Hightower recruiting, the firm’s growth plans and new rivals in the business.
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Kevin DiSano at the IMCA 2012 national conference on hedged ETFs and advisor appetite for alternatives.