What Were The Most Important News Stories Of 2011 To Financial Advisors? Hot

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By exposing stories readers find valuable over a one-year period, you can see what’s really important to advisors.
 
Website trending pages on popular sites typically display 24-hour trends, or even shorter periods. Some go with a one-week trend. We’re showing a one-year and one-quarter trend, even though I haven’t seen any other websites use so long period.
 
In fact, the one-year and three-month topics, are arguably far more valuable than the one-day or one-week trends in gaining an understanding of what’s important to advisors.
 
I’m pleased to say that the most popular story of the year is, The CFP Business Model Needs Help And Here's What You Can Do About It . It’s an important topic and it’s gotten the attention of many thousands of advisors.
 
The No. 2 story of 2011 was a self-help story, How Financial Advisors Can Make Internet Explorer Better Suited To Their Browsing Habits. The story explains how to set up your browser to for easy access to sites you visit all the time. Another “how to” story that was very popular: Should Financial Advisors Register With Google Places? And Do Google Ratings And Reviews Break Rules Prohibiting RIA Testimonials?
 
The most popular story of the past three months ahs been Former NAPFA Chairman Mark Spangler's Home Raided By FBI In Criminal Fraud Investigation. No. 2 was entitled TD Ameritrade Integration With Salesforce Outdoes Schwab's Effort. A story that just published about 10 days ago and that has quickly shot to the top of the three-month list is More Details On The Implosion Of The Phoenix Office Of GenSpring, The Nation’s Largest Private Wealth RIA.  An article entitled, After Three-Year Legal Battle With fi360, Don Trone Is Back With A New Designation For Investment Fiduciaries, was also pretty high rated.   
 
All but the story about Spangler mentioned above were stories that you won’t find anywhere. We broker them and they were not covered anywhere.
 
And A4A is breaking news regularly now. Last week, we published Wealthfront, A Potentially Disruptive Online Wealth Management Solution, Is Funded By Silicon Valley Bigshots And Competes Against Advisors, and Fritz Meyer’s analysis of the 7% surge in stocks that ran the day after the 490-point run up in the DJIA were widely read, and we’re committed to delivering thoughtful analysis and news about the advisor practice management that you won’t find anywhere else.

 

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A Strategically Focused CE Curriculum

With classes approved for over a decade by the CFP Board, IWI, and NASBA, Advisors4Advisors CE classes are an optimal knowledge stream for CFP®, CIMA®, CPA, CPA/PFS®, CFA®, and other practitioners. It's not a grab bag of speakers willing to sponsor CE content. Nor is it a one-man CE course. It's a group of subject matter experts with amazing communication skills and a history of thought leadership that, together, give advisors a well-rounded knowledge system for running a professional practice ethically and intelligently.

CE Since October 2008

A4A CE classes for financial professionals began in October 2008, the week Lehman Bros. collapsed. Initially billed as “The Financial Crisis Webinar Series,” A4A connects advisors with authoritative sources on investing, tax, and financial planning, chosen by A4A Editor Andrew Gluck, a veteran financial reporter. A4A members get a stream of CE classes for an advisor who: 

  • holds a CFP®, CIMA®, CPA, CPA/PFS, CFA or other designation requiring CE annually 
  • values monthly CE classes by Fritz Meyer, Craig Israelsen, Frank Murtha, or Andrew Gluck
  • diversifies a core of client portfolios in low-expense funds
  • invests based on MPT and economic fundamentals
  • advises on tax and financial planning as well as investing
  • needs financial counseling skills
  • wants the Certified Financial Counselor™ designation 
  • is building a brand as a thought leader locally or in a niche
  • wants the facts when bad news breaks
  • wants CE aligned with a content marketing system
  • wants 24/7 access to CE on-demand
  • insists on objective evidenced-based tax and investment planning analysis

 

MEMBER REVIEWS 
William Desormeau, Jr.  
It is not possible for me to overstate the cumulative value that Craig and Fritz have added for over 10 years to my investment advisory practice, as well as for personal and family financial planning. A4A gets my highest recommendation
Lynn Najman, CFP®
I’ve subscribed to A4A since its inception, and always find it intellectually stimulating and on point. It’s one of the few CE solutions out there that doesn’t waste my time by pushing product or talking down to me.

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Pete Deacon, CPA, CFP®
A4A has had a profound effect on my business. Since 2009, I’ve relied on the consistent messaging and updates to run my business successfully. Being able to present the information from Fritz, and Craig's ongoing CE webinars has been a significant benefit.

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Fredric Mayerson, MBA, PhD, CFP®
I've been a financial professional and professor of finance for 35 years and find Fritz Meyer to be among the most engaging, incredibly knowledgeable, and experienced presenters I’ve encountered. They deliver an extraordinary amount of information in an extremely interesting way — sequentially and developmentally, utilizing pedagogical tools and techniques that few possess.  A4A to is the most consistently excellent CE program available.  
Ron Roge, MS, CFP®
I’ve been attending A4A many years because the CE classes are outstanding, and my time is valuable. Though I have over 35 years of experience, I’m always learning something new on A4A. I attend fewer conferences now because the CE is generally not advanced. If you want to learn from the best, in a faster, easier, and less expensive way, I highly recommend A4A.

John R. Day, CPA/PFS®

I’ve been a member since 2011 and never miss the monthly webinars with Fritz Meyer. I appreciate Fritz’s independent views on the economy keeps me updated on excellent  planning ideas. A4A is a great value!
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Norman Politziner, CFP

I wouldn't miss a Fritz Meyer webinar unless my pants were on fire. I've relied on Andrew Gluck's knowledge systems --client communications and CE -- for two decades. It's simply the best solution for tax, financial, investment, and risk-management professionals.®   

Dan Hawley, CFP® 

A4A, for over a decade, has been a great resource for useful and accurate information and CE. A4A and Advisor Products are bargains for an advisory practice. 

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Kevin Brosious, MBA, CFP®, CPA/PFS®

I get CPA CE credit and CFP credit for the webinars.  But not only that, the A4A content is terrific