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

  • Affluent Pre-Retirees Are More Accustomed To Living With Market Turmoil

  • Among Self-Directed Investors, USAA Is King, Merrill Edge Loses

  • Cerulli Sees Even More High-Net-Worth Investors Splitting Their Assets Among Multiple Advisors

  • Communication Breakdown Between Advisors, Younger Clients Needs Careful Treatment, MFS Says

  • Communication Experts Become Partners In The Wealth Management Process

  • Even Happy Clients Will Stray, Matt Oechsli Tells IMCA

  • Even The Wealthy Let Feelings Get In The Way Of Their Investing Behavior

  • Families Of Military Officers Not Working With Advisors More Prone To Mental Or Physical Health Problems, Says Survey

  • Financial Economist Fritz Meyer's Research Now Offered As Content For Advisor Websites

  • Five Myths About Generation Y

  • For Love Or Money: The New Valentine Survey Reveals The Eternal Gender Gap

  • Gaps In Advisor-Client Perceptions Point To New Model Of The Future

  • Is Financial Planning Like Weight Loss Coaching?

  • Is Market Panic Causing Advisors To Panic? Not Me And Not My Advisory Firm

  • Keeping It Simple

  • Lack Of Trust And A Week Economy Has Made Clients Less Eager To Give Referrals

  • Mass Affluent Investors Make More Fickle Clients As They Chase Performance

  • More Data From PR Firm Edelman: Greed Has Hurt The Industry, But Advisors Still Shine

  • People with Advisors Get Better Investment Returns, Study Says

  • Preferential Tax Treatment Comes Under Fire

  • SEC Seeks Comments On Investor Education Programs

  • Series Of Four Reports Ques Advisors On How To Adapt Businesses And Interact With The Futurewealthy; Second In Series Reveals Communication Age

  • The Public May Not Trust The "Industry," But They Can Still Love You

  • The Recession Left Wealthy Families Much More Sensitive To Macro Risks, Gloomy About The Future

  • The Rich Get A Bit More Confident In The Equity Markets, But Not In Advisors

  • To Help Your Clients De-Stress About The Markets, You May Have To Employ Some Psychological Fung Shui

  • Understanding Perspectives Of Global Millionaires Is A Multi-Faceted Key To The Growth Of Your Business

  • What Do The Least Loyal Clients Look Like? New Evidence That Investors Are On The Move

  • With Stocks Plunging 3% So Far Today, What Do You Do Now?

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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.