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  • Microsoft Surface Windows 8 Professional Available For Pre-Orders In Long Island And Probably At A Store Near You

  • 11 Reasons Why Financial Advisors Should Consider A Windows 8 Ultraportable

  • 12 Tips For Financial Advisors To Help Clients Manage Their Digital Financial Lives

  • A Tale Of Two Studies: Highlights From The Cisco Wealth Management Study And FPA Compensation Study

  • About A4A's Chat App And How We Can Use It In The Next Market Meltdown

  • Add Wealth Management Content And A Social Stream To Any Advisor Website

  • Advent Software Says It Will Remain Independent After Reviewing Its Options, But What’s Really Going On?

  • Amazon Revenue Jumps 51%, Fastest Growth In A Decade; That's A Proxy For Adoption Of The Web By Consumers

  • Bravo! A4A Previews The Advisor Portal TD Ameritrade Institutional Will Launch In 4Q2015

  • Can Betterment Free You To Focus On People?

  • Cloud Storage Feature War Is About To Begin Pitting Dropbox, Google, And Microsoft In A Battle

  • Confessions Of A Tech Junkie, And The Latest Computer Monitors For Making Effective Client Presentations

  • Cornell NYC Tech Gets Its Start

  • Dell Releases Two Powerful New 14” and 15” Laptops And They Look Good

  • Don't Let The Four Year Bull Market Make You Too Comfortable; Despite Recent Pay Hikes, Advisors Have Work To Do

  • Don't Lose Your Life!

  • Financial Advisor Technology Survey Results: Redtail And Junxure Are The Top Advisor-Specific CRMs, But Outlook Still Dominates

  • Financial Planning Magazine's 2012 Advisor Technology Survey Shows Higher Investment For 2013 And New Ways Of Utilizing Advancements

  • For BDs, Compliance Is Only A Start In Advisor Use Of Social Media

  • For High Tech Business Organization, The Post-it Note Offers Hands-on Flexibility

  • Four Misconceptions About "Content-Only Websites" For Advisors

  • Four Software Purchases That Have a High ROI To RIAs

  • Get More From Your Technology; Tips For Using Systems You Own More Effectively And Buying Solutions That Will Improve Your Life And Business

  • Half Of RIAs Plan To Move To The Cloud This Year And 25% Are Already There; Microsoft Is The Favorite Over Google

  • How Advisors And Staff Can Save Oodles Of Time By Creating Template Emails Instead Of Writing The Same Email Messages Over And Over Again (Three-Minute Video)

  • How Is Document Management Software For Advisors Different From Client Vaulting?

  • IBM's Supercomputer Makes A Big Splash In Banking, Leading Advisors To Ponder What They Can Do That Machines Can't

  • If You Think Google Is All-Knowing, Then You Deserve To Buy A Chromebook

  • Inside A Vicious Phishing Scam Targeting RIAs: Read The Emails That Nearly Defrauded A Successful Financial Planning Firm Of $35,000

  • Is Norton's New Ultimate Help Desk A Deal For Small Businesses? I Say It Is

  • Is There Such A Thing As Work/Life Balance?

  • Just Released! Return On Technology White Paper

  • Kudos To Schwab For Publishing A Workflow Library For RIAs, But Is Schwab Intelligent Integration’s Focus On CRM An Outdated Notion For RIAs?

  • Morgan Stanley's Technology Glitch Highlights The Split Within The Firm's Two Cultures

  • Morningstar Will Help You Compare Your Fees Against What Others Are Charging

  • New App For Diagnosing Health Issues Indicates How Personal Financial Advice Apps Will Also Behave

  • One-Trick Apps Are A Key Cause Of The Disruption Revolutionizing Financial Advisor Software; Plus, How To Delete Backgrounds From Photos Easily

  • Orion Now Offering TRX As Part Of Its Solution!

  • Outsource, Yet Remain In Control

  • Price Increase And Upgrades On AdvisorSites Platinum

  • Rebalancing Software: Questions and Considerations Before Selection and Implementation

  • Regulatory Bodies Say Industry Firms Should Not Be Prohibited From Asking Employees For Their Social Media Passwords; What's Your Take? Do You Have A Better Solution?

  • Retirement Planning App Is Launched By An Entrepreneurial Financial Advisor With Programming Skills

  • RIA Fires Google Apps After Google Notifies Advisor Of A 15-Month Failure In Gmail's Archiving System; Gmail Archiver Accidentally Deleted Messages It Was Supposed To Retain

  • Securities America Wins BISA Technology Innovation Award for Advisor Dashboard

  • Security Issues Advisors Should Ask Web-Based Application Vendors About

  • The Five Best Mobile Productivity Apps Of 2012

  • The Verge Reviews Surface Pro And Says It Falls Short

  • There’s More To The Internet Than Just The Web

  • Thinking Like Your Prospects Is Key To Advisors Succeeding In Search Engine Optimization

  • Tykoon, An Online Platform To Teach Kids Financial Values, Launches Public Beta

  • Upgrade Of Google’s Operating System Gets Tepid Reviews; Chromebook Won't Do The Job For Most RIAs

  • Wealthfront Launches Free Tool To Simulate Stock Sale Strategies For Tech Executives

  • What Were The Most Important News Stories Of 2011 To Financial Advisors?

  • Why You Don’t Need To Automate Rebalancing

  • You Need To See This To Believe It: MIT Grads Reportedly Develop An App That Transfers Files From One Device To Another Using Physical Gestures

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You'll be emailed a discount coupon for $30 off the CFP® Ethics Class after signing up for A4A's $120 annual membership, featuring Fritz Meyer, Bob Keebler, and Craig Israelsen.
 

 

Free 1 CE Credit Class

 

No-Risk Free Trial

 

 

Receive a certificate of completion and 1 CE credit on-demand  anytime in the next seven days.

 

If you like the class, you’ll have the option to sign up for our Quarterly Financial History Course at a 25% one-year discount.