The Securities And Exchange Commission is expected to soon release long-overdue rules implementing the Jumpstart Our Business Startups (JOBS) Act, which was signed into law by President Obama in April 2012. JOBS is an unprecedented loosening of rules on private deals and likely to usher in an era of rampant investment fraud, the likes of which not we’ve not seen since the penny-stock boiler-rooms of the 1980s.
You Know You’re Blessed When This Happens

12 Tips For Financial Advisors To Help Clients Manage Their Digital Financial Lives

Right To Use CFP Mark Revoked For Leader Of International Association Of Registered Financial Consultants, Edwin Morrow; CFB Board Acts On Complaint Against The Man Behind The RFC Designation

RIAs Are Fighting A Rising Tide Of Negative Press By Reporters Who Know Nothing About Wealth Management

The Tumult Facing Investment Advisors To 401(k) Plans; Wall Street Price-Gouging Prompts Calls For Regulatory Reform And Increased Disclosure; Promotes Benchmarking-Mania

Why Is A4A Writing About Writing? Because Bob McGinty Is A Great Writing Coach And We've Got Him

Are Brokers Fiduciaries, Even Though They Accept Commissions? Yes, Says Financial Advice Ethics Expert Ron Rhoades

Pamphlet For A Single Fiduciary Standard For Financial Advisors Could Be Recalled As A Seminal Document When The History Of The Profession Is Written Decades From Now

For An Advisory Firm, A Private Cloud May Not Always Have A Silver Lining

How To Make Your Most-Frequently Used Documents More Accessible

11 Reasons Why Financial Advisors Should Consider A Windows 8 Ultraportable

Nokia Lumia 928 Debuts On Verizon May 16, And Will Be An Attractive Alternatve To Advisors Using Windows In The Office

Windows Ultra-Portables: What Financial Planners And Wealth Managers Need To Know

Slowly, Microsoft's Tablets And Phones Are Getting Adopted And That's Good News For The Vast Majority Of Advisors

Make Your Slides, Videos And Webinars More Effective: How To Set Up PowerPoint Slides For 16:9 Display Instead Of 4:3

Microsoft Surface Pro Is Revolutionary But Far From Perfect

From A Key Vantage Point For Observing Financial Advice Professionals, IMCA CEO Analyzes The Difficult Issues Facing Advisors

Former SEC Chair Schapiro Reportedly Joining Consulting Firm; Another Former Regulator Cashes In On Contacts In A Subtle, Legal Form Of Corruption

Are Financial Advisors Who “Expose” Activities Of Bad Advisors Really Just Self-Interested Jerks?

Independent Advisor Leads Investor Group Seeking To Purchase NHL's Troubled Phoenix Coyotes Franchise

Income Discovery, A Retirement Income Planning App, Fills A Niche In Software For Financial Advice Professionals

Wealthfront, A Startup That Wants To Replace Financial Advisors, Raises $20 Million In A New Funding Round

Advent Software Says It Will Remain Independent After Reviewing Its Options, But What’s Really Going On?

Schwab's Forced Arbitration Clause: A Leader Among Fiduciaries Says Custodians Imposing Arbitration Triggers An Obligation Of Disclosure On RIAs

Accused By State Securities Regulators Of Falesly Advertising He Acted As A Fiduciary, Illinois Advisor Says He’s Done Nothing Wrong

How Can Advisors Use Crowdsourced Data For Lead Generation?

NPR Reports On “The Personal Finance Industrial Complex” And Says The Only Person You Should Trust With Your Money Is Yourself

News Analysis: The Real Story Behind The SEC Warning That It Has Found “Widespread” Violations By RIAs Of The Custody Rule

Give States Oversight And Examination Authority Over RIAs Managing $1 Billion Or Less To Solve The RIA Regulatory Mess

SEC Chief, Testifying Before Senate, Says Dodd-Frank Replaced 2,250 RIAs And $115 Billion AUM With 1,500 New RIAs Managing $3 Trillion

A Practical, Personal New Prospecting Tool For Advisors Using Content Marketing Launched By slideshare; Email Presentations And Track Who Views Them

Massachusetts Calls On SEC To Prohibit RIAs From Using Mandatory Arbitration Clauses, Saying It Is "Troubling," Widespread And Not Consistent With Fiduciary Practice

Microsoft Botches Surface Pro Launch In Blizzard-Hit Northeast And Screws Many Of Its Most Loyal Fans; Reports Across The Country That Microsoft Surface Pro 128GB Can't Be Found

How A Fingerprint Reader Makes Data Security For Advisors Easier And Tighter

LinkedIn Tops 200 Million Members, Earnings Jump 66%, And Its Stock Price Soars, But The Really Big News Is That My Profile Was Among Top 1% Most-Viewed Of 2012

The Verge Reviews Surface Pro And Says It Falls Short

Microsoft Surface Windows 8 Professional Available For Pre-Orders In Long Island And Probably At A Store Near You

Twitter Hacked; 250,000 Usernames, Email Addresses, And Encrypted Passwords Compromised

Three Data Security Best Practices For Financial Advisors

Underscoring Why The Financial Planning Coalition Is Headed In the Wrong Direction, 1,100 Advisors Attended AICPA’s Financial Planning Conference

inStream Solutions Previews Integration With Redtail CRM; Innovative Financial App Adds Top Executives

CFP Board Responds To Questions About NAPFA's Decision To Require CFP For Membership, But Continues To Ignore Questions About Its Consumer Disclosures For CFPs Affiliated With A BD And Acting As Fiduciary

Another Milestone In The Comeback Of The American Economy

As Consumer Electronics Show Gets Under Way, Here’s A Sampling Of Items Advisors Need To Know About

For Advisors, All-In-One PCs May Be A Good Choice; Power, Touch-Screen And Cool-Factor In One Neat Package

Dear Advisors4Advisors: Is It Okay To Charge A New Client While His Assets Are Being Transferred?

Hysteria On The Verge Over Government's Domestic Spy Powers In New Privacy Act Brings Out The Archie Bunker In Me

The Most Important Financial Advisor Story Of 2012

Canadian Portfolio Management Software Company With 7,000 Users Coming To America; Low-Cost, Feature-Packed System

How Investment Advisors Can Hide Endorsements In Their LinkedIn Profiles To Be Compliant: The Movie

For CFPs To Be Regarded And Regulated As Professionals, Financial Planning Coalition Must Build Bridges, Not Walls; CFP Alignment With CFAs, CPAs, CPWAs Is In Consumers’ Best Interest

Advisors4Advisors Person Of The Year In RIA Practice Management: Sheryl Rowling

TRX Rebalancing Software Integrates With Morningstar Office's Portfolio Management Software And Is Emerging As A Major Player In Rebalancing For RIAs

NAPFA, In Saying Only CFPs Can Become Members, Snubbed The AICPA, Exposing Fractures In The Movement To Professionalize

Five Tips For Financial Advisors To Generate Leads By Creating Webinars

Can BlackBerry Come Back? Would You Buy One?

Microsoft’s New Surface Pro Tablet May Make You Dump Your Laptop And iPad; For Advisors On Microsoft OS, Surface Pro Is A Big Deal

Free Samples: Take This Risk Tolerance Questionnaire And Let Us Know What You Think Of It

Professor Craig Israelsen Answers Advisor Questions About Managing Broadly Diversified Portfolios; Israelsen To Speak Quarterly At A4A CE Webinars

Appointment Of Elisse Walter As SEC Chair-Designate Makes FINRA More Likely To Be Named Self-Regulatory Organization Overseeing RIAs

Senate Committee Thursday Takes Up Changing To Electronic Communications Privacy Act Of 1986

If All Alan Goldfarb Did Wrong Was Describe His Compensation As Salary On FPA’s “Find A Planner” Website, Did That Merit The Investigation That Compelled His Resignation? A Plea For Understanding

Guest Post: Ron Rhoades, A Leader In The Fiduciary Movement, Says CFP Board Chairman Alan Goldfarb Did The Right Thing By Resigning

Did A Mere Technicality Force The Resignation Of CFP Board Chair Alan Goldfarb And Two Disciplinary And Ethics Commission Members?

Who Were The Two Members Of CFP Board Disciplinary And Ethics Commission That Resigned Last Week? Figuring It Out Seems No More Difficult Than Doing A Google Search

Chairman Of CFP Board Resigns Along With Two Members Of Disciplinary And Ethics Committee Over Alleged Violations Of CFP Board Professional Standards Of Conduct

Disaster Recovery For RIAs: Lessons (And Photos) From The Surreal Aftermath Of Hurricane Sandy

For Advisors In Hurricane Sandy’s Path: Last Minute Tips

How To Avoid Losing Clients And The Money They Represent; A Fresh Perspective From Beyond The World Of Financial Planning

Eight Days And Still Waiting For An Answer From CFP Board About Whether It Is Misleading Consumers; A Life Lesson For Advisors About The Power Of Blogging

Free Portfolio Performance Reporting App With Board Members From Schwab, Yahoo! And WSJ Provides Investment Advice

Does CFP Board’s Suggested Disclosure For Form ADV Mislead Consumers About Whether Their Advisor Is A Fiduciary?

Should You Upgrade To Windows 8? A Roundup Of Stories To Get You Up To Speed Fast

Schwab Acquiring Thomas Partners, Which Designs Growth Portfolios With Dividend Income Streams

BlackBerry-Maker RIM Shows Off New Operating System Due 1Q13; It Looks Great But Do You Care?

CFP Board Multimedia Series Sheds Light On When CFPs Are And Are Not Acting As Fiduciaries

GenSpring, Largest RIA In The Nation, Replaces Its CEO

Rejected From Registering For A4A Webinar About Taxes With Bob Keebler?

Google Wallet Represents A New Way For Content Providers To Be Paid, And Some Advisors May Want To Become Content Providers

How To Run A Sales Presentation Over The Web Using A Free Web-Meeting App

Another Advisor Claiming To Be A Fiduciary Accused Of Defrauding Investors

No, I'm Not Inciting Fear; Fee Compression Exists And The Reaction To Yesterday’s Webinar Proves Advisors Want Help Addressing It

Disruptive Power Of The Web On American Society; An Individual CFP Practitioner Can Call Out An Institution Like The CFP Board

Inventive Responses To Fee Compression From Five Practitioners

Wall Street Journal Blogger Refutes CFP Board's Response To His Accusations; Says CFP Board For Years Has Publicly Preached Putting Clients First

Guest Post: CFP Board Responds To Wall Street Journal Blogger Who Accused It Of Not Enforcing Fiduciary Standard; Says Incident In Which A CFP Allegedly Charged Client 5.29% Annually Occurred Before Fiduciary Standard Was Imposed

Advisors4Advisors To Require That You Are A Member To Attend Its Live Webinars

CFP Board Lambasted In Wall Street Journal; WSJ Blogger And Practitioner Allan Roth Questions Whether CFP Board Deserves To Be Trusted

Don't Buy Your iPad Or iPhone From Apple; Buy It From Your Wireless Carrier So You Won’t Get Screwed By Apple The Way I Did

Survey: By Wide Majority, Most Advisors Say They Need Help From Professional Groups With Earning Fees On Financial Planning

Hacker Claims To Have Stolen 12 Million iPad And iPhone Apple Device IDs And Posts A Million Of Them To Prove It

NAPFA Elects New Chair To Replace Rhoades

Advisor, A Prominent Utah Republican Fundraiser, Suspended As CFP After Being Charged With Sexually Assaulting Five Women

Sneak Preview Of Schwab Advisor Services New Trading Platform For RIAs

The SEC Is At War With Itself: Unnamed Agency Officials Publicly Bash SEC Commissioner Luis Aguilar For Changing His Vote On Money Fund Reforms Proposed By Chair Schapiro

The Sad Irony Of Ron Rhoades’ Resignation As NAPFA’s Chairman-Elect; Brought Low For Making A Careless Mistake, He’s Paying For The Sins Of Others

Survey: Do You Make Money By Writing Financial Plans?

CFP Board Falls Short Even Though It Proposes Boosting Continuing Education Requirement From 30 To 40 Hours And Would Give CE Credit On Practice Management Topics

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