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IMCA fills out roster by nabbing yet another FPA talent

One Denver advisory association looks to the other for hires but the two organizations profess peace

Author Brooke Southall March 26, 2010 at 5:53 AM
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Ian MacKenzie: [IMCA] has been well-known within the wirehouse community for 25 years, and my goal is to use my experience and expertise to elevate that recognition among independent advisors serving a high-net-worth client base.

IMCA

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FPA

Related Moves

FPA keeps adding coaches to its pro-bono roster but quid pro quo makes the medicine go down as mom-and-pop consultants help mom-and-pop advisors

Charesse Hagan is the latest to join Financial Planning Association's 'Coaches Corner' which 'gives back' to the community, but coaches also can leverage volunteer work into paid gigs

August 2, 2019 at 12:48 AM
Mentioned in this article:

Investment & Wealth Institute
Association
Top Executive: Sean Walters

Financial Planning Association
Association
Top Executive: Lauren S. Schadle, CAE, Executive Director and CEO

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