Many financial advisors focus on the key baby boomer segment that is approaching retirement. With one of the largest transfers of wealth in history expected to occur over the coming decades and technology playing a larger economic role, successful advisors are looking for ways to work with younger investors.
Many financial advisors focus on the key baby boomer segment that is approaching retirement. With one of the largest transfers of wealth in history expected to occur over the coming decades and technology playing a larger economic role, successful advisors are looking for ways to work with younger investors....More
The American Taxpayer Relief Act has "permanently" changed the estate planning landscape. Planning will increasingly focus on tax basis management and the intersection of the income and real estate tax (namely, the "step-up" in basis)....More
Traditional loan products could be unavailable for clients who suddenly find themselves in need of cash. A 'fire sale' of luxury assets may seem like the only solution which often results in loss of true value....More
Do you have clients who, one day, may find themselves unable to pay estate-related costs? Insurance is not always a panacea—and an estate that has readily marketable assets may not have the liquidity to pay estate fees, taxes and other costs....More
It's no secret that the trust protector has become the new kid on the trust block, with powers ranging from removing and replacing trustees, to adding or deleting beneficiaries, to a virtual re-writing of a trust....More
The top articles from the 2014 issues of the Investment Management Consultants Association® (IMCA®) Investments & Wealth Monitor demonstrate the range and depth of content IMCA has become well known for providing....More
Our capital market strategists share their vision on the economy, the equity markets, and the fixed-income markets. IMCA has accepted this program for 1 hour of CE credit towards the CIMA®, CIMC® and CPWA® certifications....More
Economic decoupling remains a prominent theme around the globe as we head into 2015. The divergent paths
seen today are a consequence of how individual countries have dealt with credit imbalances that accumulated prior to the global financial crisis. Recovery prospects continue to hinge on the speed, breadth, and quality of these adjustments....More
When it comes to switching firms, advisors must plan their transition carefully. It requires thoughtful planning, a desire to run and grow your business, and unwavering dedication to do what is right for your clients....More
Research shows that while the average age of financial advisors has gone up, the percentage of advisors that don't have a succession plan in place has gone up as well. Why don't more advisors have a plan, and how can the industry better prepare for the future.
The U.S. corporate high yield market has grown from $250 billion to a $2.4 trillion industry. High yield has proven to be a solid asset class for investors, over time producing comparable returns to the S&P 500 with approximately half the volatility....More