News

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

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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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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 made me see that all of these worlds were drawing closer together and would eventually become one solar system. He specifically raved about the CFA Institute’s educational programs. In 1998, CFA Institute was a world apart from the financial

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

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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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How CFP, CIMA, CIMC, CPWA, And CPA Professionals Receive Continuing Professional Education By Joining Advisors4Advisors

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Advisors4Advisors is a continuing education sponsor for CFP, CPA, CIMA, CIMC, and CPWA professionals. A4A members receive credit by following the instructions below.

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Fritz Meyer’s Economic Update Webinar: Some Advisor Reviews Were Harsh But The Crowd-Sourced 4.8 Star-Rating Tells The Real Story

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This ties in with what I wrote earlier this week about why the SEC must update the rule prohibiting the use of testimonials to allow consumers to benefit from crowd-sourced “likes” on Facebook, recommendations and endorsements on LinkedIn, and followers on Twitter.   The harsh comments from reviewers of Fritz's session give you one picture about how well the webinar was received by advisors. But the star-rating really tells you the full story. That single statistic discounts all information, which is why it is so very powerful. SEC is so wrongheaded and out-of-step w

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