Reviews written by FFS

Defining A Fiduciary-Level Of Diversification

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FFS May 25, 2016
(Updated: May 25, 2016)

4.0
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Everything An Investment Fiduciary Needs To Know About Trusts And Estates

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FFS May 24, 2016
(Updated: May 24, 2016)

5.0
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The DOL's New Fiduciary Rule

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FFS May 19, 2016
(Updated: May 19, 2016)

3.0
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Working With Web Apps And Documents Online In Microsoft Office 365

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FFS May 17, 2016
(Updated: May 17, 2016)

5.0
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A Simple New Approach To Retirement Income Planning

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FFS May 12, 2016
(Updated: May 12, 2016)

3.0
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Fritz Meyer Economic And Investment Update, May 2016

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FFS May 09, 2016
(Updated: May 09, 2016)

5.0
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A Financial Advisor's Guide To College Funding

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FFS May 05, 2016
(Updated: May 05, 2016)

4.0
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Retirement Portfolio Torture Test, 1970-2015

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FFS April 27, 2016
(Updated: April 27, 2016)

5.0
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Using Skype For Business In An Advisory Firm

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FFS April 19, 2016
(Updated: April 19, 2016)

5.0
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Fritz Meyer's 1Q2016 Roundup (2 CPE credits)

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FFS April 11, 2016
(Updated: April 11, 2016)

5.0
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Disaster Planning For RIAs

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FFS April 07, 2016
(Updated: April 07, 2016)

3.0
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IRAs And Roth IRAs After A Client Dies

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FFS March 30, 2016
(Updated: March 30, 2016)

5.0
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Retirement Portfolios Rated For Survivability Over 56 Rolling 35-Year Periods

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FFS March 23, 2016
(Updated: March 23, 2016)

5.0
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Using OneDrive For Business And SharePoint In An Advisory Practice

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FFS March 15, 2016
(Updated: March 15, 2016)

5.0
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great - these are the specifics we need at this point I'd like to see you do one of these via skype how about an update on the...

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Fritz Meyer Economic And Investment Update, March 2016

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FFS March 07, 2016
(Updated: March 07, 2016)

5.0
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new material - he needs 2 hours

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How Advisor Chat Service Eliminates RoboAdvisor Threat

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FFS March 03, 2016
(Updated: March 03, 2016)

2.0
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Keep trying - this is not it

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Lessons From 46-Years Of Monthly Returns

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FFS February 24, 2016
(Updated: February 24, 2016)

4.0
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Technology, Financial Professionals, And Client Engagement

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FFS February 18, 2016
(Updated: February 18, 2016)

4.0
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Administering Office 365 In An RIA

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FFS February 16, 2016
(Updated: February 16, 2016)

4.0
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Fritz Meyer Economic And Investment Update, February 2016

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FFS February 08, 2016
(Updated: February 08, 2016)

5.0
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Preparing 1040s: What Financial Advisors Must Know (2 CE credits)

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FFS January 28, 2016
(Updated: January 28, 2016)

5.0
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Bob is in a league by himself - give him a "6"

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2015 Asset-Class Performance Versus 5-, 10-, and 15-Year Periods

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FFS January 27, 2016
(Updated: January 27, 2016)

5.0
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2016 Global Market Outlook With Russell Investments

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FFS January 21, 2016
(Updated: January 21, 2016)

5.0
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Getting 2016 Off To A Compliant Start

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FFS January 20, 2016
(Updated: January 20, 2016)

4.0
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Getting 2016 Off To A Compliant Start

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FFS January 20, 2016
(Updated: January 20, 2016)

4.0
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