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  • Airing Recent Comments On Advisors4Advisors About MoneyGuide Pro's New Pricing And CashEdge Versus By AllAccounts For Account Aggregation

  • Eight Days And Still Waiting For An Answer From CFP Board About Whether It Is Misleading Consumers; A Life Lesson For Advisors About The Power Of Blogging

  • EISI Launches A New Verson Of NaviPlan Select

  • ExecPlan Express Updates Its Personal Financial Planning Software To Incorporate Changes To Estate Tax Laws For 2011

  • Female-Focused Personal Finance Guide LearnVest Raises $12 Million

  • Finance Logix Releases iPhone App Letting Clients Run Illustrations On Their Financial Plans

  • Financeware v. MoneyGuide Pro: Legal Case Isn't Going Away Anytime Too Soon

  • Financeware, Alleging Patent Infringement, Sues UBS To Go After MoneyGuide Pro

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

  • FPA Emails Members Saying It Is Concerned About Financeware's Patent Lawsuit

  • I've Seen The Future Of Professional Wealth Management Software And Its Name Is inStream Solutions

  • Income Discovery, A Retirement Income Planning App, Fills A Niche In Software For Financial Advice Professionals

  • Interactive Advisory Software Names New CEO

  • Leonard Reinhart Joins Wealthcare Capital Management's Board of Directors

  • Man Bites Dog: MoneyGuide Pro Criticized By Advisor; An Update On PIEtech

  • Money Tree's New Version Of Total Planning Suite: Not Many New Features, But An Important Update Anyway (Video)

  • MoneyGuide Pro Asks Court To Let It Intervene In Financeware Patent Lawsuit

  • MoneyGuidePro "Vehemently Denies" Patent Infringement In Response To Financeware Lawsuit

  • New Retirement Planning App, Likely To Catch On, Illustrates How Technology For Financial Advisors Is In The Midst Of A Creative Upheaval

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

  • Salesforce Users: Advisor Software, Inc And Concenter Services Integrate CRM And Financial Planning For Financial Advisors

  • Seven Free Consumer Financial Apps That Represent A Hidden Competitive Threat To Advisors Serving The Mass Affluent

  • Sneak Preview: An Updated Approach To Goal-Based Planning Is Being Launched By A Key Player Behind Software Used By Tens Of Thousands Of Advisors

  • The Description Of The Method Of Financial Advising Patented By David Loeper And Wealthcare

  • The Most Important Financial Advisor Story Of 2012

  • The Most Popular Professional Applications Used By RIAs; Advisors4Advisors Technology Survey

  • Wealthcare's David Loeper Responds To FPA; Says His Patents Won't Prevent Advisors From Providing Financial Planning Services

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

  • Wealthfront, A Potentially Disruptive Online Wealth Management Solution, Is Funded By Silicon Valley Bigshots And Competes Against Advisors

  • WSJ Blog Post Notes Trend Toward Online Apps That Might Compete With Advisors

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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

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