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Here are the best and most eye-opening takeaways from IMCA's annual conference, held this week in Boston.
May 8 - Money Management Executive
Allianz SE, defending its Pacific Investment Management Co. unit against shareholder criticism over declining returns and management infighting, said the bond manager has been a very profitable investment since the German insurer took it over in 1999.
May 8 -
With low valuations and improving investor sentiment, emerging markets equities may rebound from their recent correction.
May 8 -
The House Ways and Means Committee may have broken the law when it publicly disclosed confidential taxpayer information in a letter to Attorney General Eric Holder.
May 8 -
New rules up the ante on estate planning, making it imperative that planners change their tactics.
May 8 -
A large majority of women are feeling anxious about their retirement security; at the same time there is a significant gender gap within the advisory sector, new research shows.
May 8 -
Higher regulatory and compliance costs may push more small banks to sell themselves or merge with larger institutions. But so far, community bank consolidation rates are following historical patterns.
May 8
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With clients worried about running out of money in retirement, should advisors give annuities a second look? Professor Moshe Milevsky think so.
May 7 -
The New York company has emerged from a regulatory order with a stated goal of branching out from a longtime focus on commercial real estate by adding specialty-lending lines. Now management is looking to leverage a huge cash buffer and strong deposit base.
May 7 -
Creating allocation "no-trade zones" can ease the pressure to make an immediate sale in a soaring asset class.
May 7




