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Very interesting and thought provoking. Compliance is important to me but is intimidating. Since most of us in the industry are doing our best to serve our clients and our profession, I wish compliance would be less adversarial and more assistive in helping us tune up our practices.
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Well done! Advisors always need to be reminded of compliance.
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Terrific presentation! Invite them back anytime and I will attend.
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good overall -hard to be specific with so many topic areas in one presentation-but done effectively
A4A is a news and professional education solution for a fiduciary who:
-- holds a CFP®, CIMA®, CPA, CPA/PFS, CFA or other designation requiring CE annually
-- values research by Fritz Meyer, Craig Israelsen, Bob Keebler or Andy Gluck
-- broadly diversifies a core of client portfolios in low-expense funds
-- strategically invests based on MPT and economic fundamentals
-- advises on tax and financial planning as well as investing
-- is building a brand as a thought leader locally or in a niche
-- values thought leadership when bad news breaks
-- wants CE aligned with Advisor Products client education platform
-- wants 24/7 CE with objective financial, tax and investment planning news analysis
A4A is accredited by the CFP Board, IWI, and NASBA.