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Expert: Advisors must be able to show clients their value

IMCA Insight | Apr 28, 2016

Robo-advisors are holding up well to advisor-managed portfolios, and that means advisors must be ready to show clients the value they provide over digital offerings, said Scott Welch, chief investment strategist at Dynasty Financial Partners, who spoke at IMCA 2016 Annual Conference Experience – ACE. A high-quality client experience can give advisors an edge, he said. WealthManagement.com (U.S.) (04/19)


Fiduciary rule adjusted in response to advisor concerns

IMCA Insight | Apr 14, 2016

Fiduciary rule adds hurdle for brokerages shifting to fee-based accounts

IMCA Insight | Apr 14, 2016

Kitces: Rebalancing annually can cut 20% of returns over long term

IMCA Insight | Apr 28, 2016

IMCA announces fiduciary rule educational initiatives

IMCA Insight | Apr 14, 2016

Expert: Socially responsible investing is gaining ground

IMCA Insight | Apr 28, 2016

REITs offer limited real estate exposure, fund manager says

IMCA Insight | Apr 28, 2016

Conference calendar:

IMCA Insight | Apr 28, 2016

Tech companies could be big winners under fiduciary rule

IMCA Insight | Apr 14, 2016

Consultant offers view of short-term industry trends

IMCA Insight | Apr 28, 2016


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Introducing a new reinstatement policy for CIMA® and CPWA® certifications

IMCA Insight | Apr 28, 2016

Join IMCA in Toronto for the 2016 Advanced Investment Strategist Institute

IMCA Insight | Apr 28, 2016

Conference calendar:

IMCA Insight | Apr 28, 2016

Join us on social media: Twitter, Facebook, and LinkedIn

IMCA Insight | Apr 28, 2016

Last chance for the IMCA 2016 Annual Conference Experience—ACE!

IMCA Insight | Apr 14, 2016




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