Financial Advisor talks to Evelyn Brust, executive director of the Investment Management Consultants Association, about its new educational program. Writer Allen Plummer interviewed her. Plummer: ...
The Investments & Wealth Institute (“the Institute”), the leading membership organization and credentialing body for financial advisors and wealth management professionals, is pleased to announce ...
Financial advisors looking to improve their big-game hunting skills now can get some instruction from the Investment Management Consultants Association. IMCA, a Denver-based educational organization, ...
DENVER, Oct. 17-- The Investment Management Consultants Association issued the following news release: The Investments & Wealth Institute (TM) ("The Institute"), formerly the Investment Management ...
DESTIN, Fla.--(BUSINESS WIRE)--BayView Private Wealth is proud to announce that Jonathan Slater has earned his Certified Financial Planner certification (CFP®) from the Certified Financial Planner ...
SIOUX CITY, Iowa — Tyler Zellmer, a wealth management adviser with Security National, was recently awarded the Certified Trust and Financial Advisor (CTFA) professional certification. The designation ...
MONTREAL--(BUSINESS WIRE)--Mako Fintech, a leading fintech platform that automates wealth management workflows, is pleased to announce that it has successfully completed the Service Organization ...
SAN JOSE, Calif., Sept. 6, 2018 /PRNewswire-PRWeb/ -- Parkworth Wealth Management announced today that Chris Missirlian has been promoted to wealth advisor and has attained the CERTIFIED FINANCIAL ...