Registered Investment Advisors

Draft House Bill Shows Congress Is Leaning Toward An RIA SRO

Get Ready For Congressional SRO Hearings In Two Weeks

Follow-up Information for the Webinar, “The Switch Is On Again For RIAs”

Does Your Investment Adviser Firm Have a Written Information Security Plan?

Investment Adviser Association Identifies Top Compliance Concerns For Advisors This Year


We're the right news and professional education solution for you if you’re a fiduciary who:


--  holds a CFP®, CIMA®, CPA, CPA/PFS, CFA or other designation requiring CE annually  

--  likes Fritz Meyer, Craig Israelsen, Bob Keebler or Andy Gluck

--  relies on economic fundamentals

--  broadly diversifies a core of client portfolios in low-expense funds

--  strategically invests based on MPT

--  offers tax and financial planning advice

--  wants thought leadership when bad news breaks 


A4A courses, accredited by the CFP Board, IWI, and NASBA, power a special brand of independent financial advice. We also leverage the Web to benefit consumers as well as fiduciaries enrolled in our classes.