November/December 2016—Niche Client Segments

Year Published: 
2016

Issue:

Feature Articles—November/December 2016
Adding Value: Exit Strategies for Entrepreneurial Owners, Will Olinger, CIMA®, and Benjamin Doty, CFA®
Advising Same-Sex Couples in a Post Marriage-Equality World, Frederick Hertz, JD
Driving Change: A Guide to Entrepreneurial Philanthropy, Page Snow
How Do Registered Investment Advisors Compete for Talent against Big Banks, Allan Starkie, PhD
Impact Investing in the Context of a Diversified Portfolio, Tim Macready, CIMA®, and Simba Marekera
Investable Assets of Tomorrow: Getting to Know Gen-X and Millennial Investors, Chris Ciompi and Jay Jacobs, CFA®
Key Value Drivers in Wealth Management Firms, Patrice Radogna, ASA, CBA, CVA, CPA
Managing the Millennial Generation, Keith Robinson
Old Money and New Money: Exactly the Same But Different, Susan Bradley, CFP®, CeFT®
Three Female Advisors Speak Candidly about the Advisory Industry, Dorothy Bossung, CIMA®, CPWA®, CFP®, Noel Pacarro Brown, CIMA®, CPWA®, and Christine Gaze, CIMA®
When Divorce and Retirement Collide, Jessie Foster, CFP®, CDFA
Women’s Retirement Reality: What Female Investors Want from Their Advisors, Kathleen Burns Kingsbury

Regulatory
To BIC or Not to BIC? That Is the Question as Fiduciary Deadline Approaches, Duane Thompson, AIFA®

Spotlight on Ethics
Ethical Challenges: An Interview with James Grubman, PhD, interviewed by Mark Harbour, CPA, CIMA®, CFA®

Inside IMCA
Editor’s Note
Common Pitfalls in Ethics-Reporting to IMCA
IMCA 2017 Investment Advisor Forum
IMCA Wins WealthManagement.com Award
IMCA’s CIMA® Program ANSI Re-Accredited
Yale to Deliver CIMA® Education
Recent CIMA® Certificants