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  • Annuities And The Fiduciary Rules

  • Are Advisors Able To Adhere To The CFP Board’s Fiduciary Standard?

  • Are Brokers Fiduciaries, Even Though They Accept Commissions? Yes, Says Financial Advice Ethics Expert Ron Rhoades

  • Can Your Clients Trust Their 401(k) & IRA Investments?

  • CFP Board Multimedia Series Sheds Light On When CFPs Are And Are Not Acting As Fiduciaries

  • Draft Of A Standard For Professional Conduct For All Advisors; Ron Rhoades Invites Comment On Proposed Rules To Ensure Consumers Can Trust Their Financial Advisors

  • Financial Planning Coalition, Taking On Wall Street And The SEC, In A David Versus Goliath Battle On The Fiduciary Standard

  • For CFPs To Be Regarded And Regulated As Professionals, Financial Planning Coalition Must Build Bridges, Not Walls; CFP Alignment With CFAs, CPAs, CPWAs Is In Consumers’ Best Interest

  • How We Can Help You Survive The Fiduciary Firestorm

  • NAPFA Makes The CFP Designation A Requirement For Membership; Does That Decision Match Up With NAPFA's Mantra To Uphold The Fiduciary Standard?

  • New Rules For Independent Advisors In UK To Kick In January; UK Rules Prohibiingt Commissions For Independents May Offer Ideas For Solving The Fiduciary Debate In U.S.

  • SEC Extends For Two Years Principal Trading Rule For Non-Discretionary Accounts

  • The DOL And Your Fees

  • The New Fiduciary Rules: Good Or Bad?

  • What's So Great About Being An Advisor?

  • Why A Uniform Fiduciary Standard Isn't The Answer

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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.  

 

 

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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.