A4A News

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

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

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 professionals with the CLU and ChFC designation extends A4A's embrace across all segments of the financial advice profession. Having reported on personal finance for 30 years, I've come to believe that all segments of the financial advice business will make

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

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?

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

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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