News
Talk To Me, Readers: Do You Value Aggregated News About Financial Advising Or Would You Prefer More Original Analysis And Opinion?
Thursday, March 01, 2012 18:43

Scott Martin just posted a little ditty about a story in Financial Advisor magazine featuring a couple of advisors who have built successful firms in these challenging times. It's a great story. It occurs to me, however, that I have not asked lately if you value our advisor-news aggregation.  We have a couple of reporters scouring the Web daily for stories worthy of your attention. How are we doing?

This Website Is For Financial Professionals Only


 

 

A4A's audience is great. About half our 4,500 members have filled in profiles showing 95% our members are owners, partners, or professionals at RIAs. t's a great group.

 

I want to provide you with what you want. So please let me know if you value the aggregation of news from other sites? 

 

We look at other sites targeted to financial planners, investment advisors, wealth managaers, and money managers.  Plus, we're aggregating content from blogs by economists, industry thought leaders, academia, and technology websites, and we're also looking at big media -- The New York Times, Wall Street Journal and others.  

 

Would you prefer original content on wealth management? If so, what kind?

 

Your feedback would be appreciated greatly.

 

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The Most Popular Professional Applications Used By RIAs; Advisors4Advisors Technology Survey
Friday, February 24, 2012 12:56

Tags: CRM | Financial Planning Apps | Portfolio Management Software | practice management | RIAs

Advisors4Advisors, a practice management website for investment advisors, recently released a series of reports on the most popular portfolio management, financial planning, and CRM applications used by financial advice professionals.
 
A4A has about 4,500 members and nearly half of them have told us which apps they use to run their firms.   Seventy percent of A4A’s members are not affiliated with a broker/dealer, while 14% are registered reps and 16% are dually-registered. Ninety-five percent of A4A members are owners, partners, or financial advice professionals, while 5% are support staff.

This Website Is For Financial Professionals Only


 
Advisors4Advisors Is Getting 10,000 Unique Visitors Monthly, And I Just Returned From The TDAI Conference Where Some Of You Were Really Nice To Me
Monday, February 06, 2012 15:37

I just returned from the TD Ameritrade Institutional conference in Orlando and while I was there, A4A broke a new barrier, surpassing 10,000 monthly unique visitors.

 
Thank you for affirming that A4A is heading in the right direction. It's inspirational.
 
For example, on Friday morning, I awoke in a frenzy.

This Website Is For Financial Professionals Only



 
I had not given a second’s thought about what I was going to say at an 11 a.m. speaking session, and I shared the podium with three other writers covering technology and practice management, Joel Bruckenstein, Davis Janowski, and Bill Winterberg. Jon Patullo, a senior tech executive at TDAI was the moderator.  I was unprepared and would be humiliated. Why do I always get myself into these disastrous deadline situations?
 
I woke up at seven, showered, packed, checked out, and had settled in with a cup of coffee at the social media lab at by 8:10. The six or eight tables comprising the lab were empty because attendees were heading to the ballroom to see former Vice-President Richard B. Cheney speak at 8:30. I remained undisturbed for 15 productive minutes when Glenn Young, a TDAI relationship manager, passes by and doesn’t say hello. I guess he could tell I was thinking and didn’t want to disturb me, but I had to give him a hard time for not saying hello.
 
Glenn moved on quickly, but not 10 feet behind me, he starts talking with an advisor who, after Cheney was done, would be speaking at the social media lab about search engine optimization. I knew the advisor’s firm name (a customer of Advisor Products) and had to say hello to him. Of course, then I could not stop talking to him because he’s really sharp and we share an interest in SEO and financial advisors.
 
The advisor sits down at my table and we’re talking for a few minutes, when another advisor storms out of the ballroom and, clearly agitated, sits down at the table and declares: “Cheney is so full of crap.” He rails on the ailing former Vice-President for a moment and then the three of us get to talking.
 
I need to prepare for my session and threaten to go back to my room if they don’t stop speaking to me.
 
Then the guy who dislikes Cheney tells me, “A4A is great. I love it.”
 
I tell the pair about how I stink at getting advertisers for A4A and they were so supportive.
 
Point is, A4A readers are really nice to me. Thanks.

 

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The 401(k) Opportunity For Advisors; Download Apollo Lupescu's Presentation Slides Here If You're An A4A Member
Friday, January 13, 2012 17:50

Tags: 401(k)

Apollo Lupescu's presentation this afternoon about the confluence of events that has created a business opportunity for private wealth advisors makes a strong case for using turnkey solutions to outsource entering the 401(k) business.

This Website Is For Financial Professionals Only


 

Download Apollo's slides and check back in a few days when we'll get answers to about 20 questions we did not have time to answer in the 70-minute live session.

 

To download the slides for this and other A4A webinars, you must be a

registered member of Advisors4Advisors

 

 

 

 

 

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What You’re Missing By Not Joining Advisors4Advisors
Thursday, December 22, 2011 14:49

Advisors4Advisors is doing something different. We’re aggregating top news from outlets all over the profession and we’re offering analysis on key stories. So you get breaking news affecting investment advisors from all over the Web as well as our own original analysis.

 
Moreover, we’re relentlessly focused on practice improvement and professional development. You won’t find coverage anywhere else that is more focused on helping you improve your business and professionalism.

This Website Is For Financial Professionals Only


 
A4A believes that, over the next 10 years, a shakeout will begin in the investment advice business and trim its ranks drastically over the following two decades.
 
To survive and thrive, an advisor will need professional credentials and a focus on serving high-net-worth individuals (HNWIs) and ultra-HNWIs. A4A’s content is geared to advisors concerned about this long-term trend and the growing importance of professional knowledge and business skills.
 
If you are not a member, you don’t get Daily Digest, our daily news aggregation and analysis. Daily Digest also includes all new comments and reviews posted by members over the past 24 hours as well as free access to our On-Demand Continuing Education Store. For $60 a year, we’ll email you Daily Digest.
 
Here’s what you’re missing by not joining for $60 a year.

 

 

Free

$60 A Year

Daily Digest

No Access

A daily email with a roundup of top advisor news from all major outlets targeting private wealth managers and original analysis of key topics.

Webinars

No Access

Replay any of more than 100 practice management webinars.

Continuing Education

No Access

Take an online quiz at the end of a webinar replay and CFP® CE is automatically filed for you by A4A.

No quiz required when you attend live webinars. Simply fill in a form at end of live webinar for CFP® credit.

IMCA credit must be manually filed by you.

Reviews

No Access

Advisors rate and review dozens of software applications, consultants, and vendors using a five-star system. What’s working for advisors and what’s not. The largest database of advisor reviews on the Web.

Trending

You can see a list of the most-read posts of the past year, quarter, month and week, but you can’t read them.

See a list of the most read stories of the past year, quarter, month and week, and read any story on the list by clicking on it.

Comments

You can see the first few words of recent comments but can’t read full comments or make a comment.

Read and add comments.

 

 

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