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  • Benchmarking The Benchmarks: Schwab Versus Fidelity

  • Fidelity Captures $2 Billion In Ultra-Wealthy Accounts In Under Six Months

  • Fidelity Finds That The Number Of Advisors On The Move Is Holding Steady, But They're Taking More Accounts With Them When They go

  • Fidelity Launches Web-Based Client And Networking Tool For Advisors Referral

  • Fidelity Panel Brings Taxes Into The Breakaway Equation

  • Fidelity Sees Millionaire Confidence Making A Comeback, But The Bar's Set Lower These Days

  • Fidelity Unveils New Technology Strategy To Meet Rapidly Evolving Needs Of Advisors

  • Fidelity Urges Affiliates To Court $700 Billion In Mass Affluent Accounts

  • Schwab, Vanguard Rush To Reassure Clients After 500-Point Plunge; Fidelity Lags

  • Time To Rethink Your Custodian?

  • Two Out Of Three Breakaway Brokers See Financial Benefits Almost Immediately, Fidelity Discovers

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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.
 

 

Since 2009, Advisors4Advisors has streamed CE webinars approved for credit by CFP Board, IWI, and NASBA.

 

 

--  CFP®, CPA, CPA/PFS, CIMA®, CFA®  continuing education credit live or on-demand  

--  Fritz Meyer, Craig Israelsen, Bob Keebler, Frank Murtha

--  CE badges 

--  Classes added when S&P 500 corrects 10% and in times of crisis 

--  CE aligned with FINRA-reviewed content from Advisor Products

--  earn and maintain Certified Financial Counselor™ certificate

  

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