News

Bob Keebler Says He Needs A Third 100-Minute Session To Explain 75 Ways To Generate Tax-Alpha

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by agluck     June 20, 2014      0.0 (0) Bob Keebler called in today to say he needs a third 100-minute, two-CE credit session to explain how to generate tax-alpha. 

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ChFCs And CLUs Now Can Receive Unlimited Continuing Professional Education Credit On Advisors4Advisors Webinars Plus A Life Lesson About Doing Good

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by agluck     April 26, 2014      0.0 (0) ChFCs and CLUs now can receive unlimited continuing professional education credit for attending live weekly webinars held Fridays at 4 p.m. ET or 24/7 replays of the sessions.   CFPs, CIMAs, CPWAs, CIMCs, EAs, and CPAs also receive continuing professional education credit for attending most Advisors4Advisors webinars. Adding insurance profe

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Incident With U.S. Marshals At Spangler Sentencing Was Simply A Misunderstanding

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by agluck     April 01, 2014      0.0 (0) You may already have read reports about my recent arrest in Seattle. In the spirit of transparency, I want to share with you my side of the story in my failed effort at getting a jailhouse interview with disgraced former NAPFA chairman, Mark Spangler. The whole thing was actually just an embarrassing  misunderstanding.

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Why Is A4A Providing An Audience Of CFPs With Ideas From CFA Institute?

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by agluck     March 20, 2014      0.0 (0) At that point in my career, I had been writing about financial planning daily for 15 years, and Tom was telling me there was a whole other universe that I needed to learn about. I knew that the financial services universe was separated by advisors who specialized in insurance, tax, investment, or financial planning. However, Tom’s words

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Why Did A4A Stop Sending The Daily Digest? Because Sometimes Less Is More

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by agluck     February 04, 2014      0.0 (0) Some months ago, Advisors4Advisors stopped sending the Daily Digest, a daily summary of top stories we thought advisors needed to read. My decision to stop sending an email daily to registered users came shortly after I decided to stop aggregating news from other industry websites and sharing it with you on the A4A home page.

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