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FRITZ MEYER’S MONTHLY SLIDES AND TRANSCRIPTS
FRITZ MEYER FORTNIGHTLY VIDEO, SLIDES, AND TRANSCRIPT
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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 $60 quarterly membership, featuring
Fritz
Meyer, Bob Keebler, and Craig
Israelsen.