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FRITZ MEYER’S MONTHLY SLIDES AND TRANSCRIPTS
FRITZ MEYER FORTNIGHTLY VIDEO, SLIDES, AND TRANSCRIPT
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Advisors Who Have Executed Successful Transitions Offer Advice For Those Just Beginning To Plan
An Advisor Affiliated With Retirement Income Industry Association And Its Retirement Management Analyst Designation Responds To My Post Saying Designation Proliferation Is A Disaster For Consumers
Buried In The Newly Released 2011 Survey Of Trends In The Financial Planning Industry: Serious Challenges To The CFP Profession
Can Google Regulate Financial Advisors?
CFP Board Responds To Questions About NAPFA's Decision To Require CFP For Membership, But Continues To Ignore Questions About Its Consumer Disclosures For CFPs Affiliated With A BD And Acting As Fiduciary
Financial Planning Coalition, Taking On Wall Street And The SEC, In A David Versus Goliath Battle On The Fiduciary Standard
FINRA's Estimate Of Cost Of Establishing And Maintaining An SRO For RIAs Challenged By Coalition Representing RIAs
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
Former NAPFA Chairman Mark Spangler's Home Raided By FBI In Criminal Fraud Investigation
Leaked Post: Lies Spread On NAPFA’s Private Discussion Board Show How Low Even A Fiduciary Can Go
Mark Spangler Indicted On 23 Counts Of Fraud And Money Laundering; Government Seeks $41.7 Million
NAPFA’s (Not So Secret) Link Farm: Social Media Consultant Mike Byrnes Highlights A SEO Black-Hat Tactic
Practical Suggestions For Seguing Your Business Include Early Compensation And Partnership Stake Valuation
Rhoades Steps Down As Chair-Elect Of NAPFA Over Registration Errors; Advisors Say Compliance Violations Are Easy To Make; Need To Outsource Compliance Is Increasing
RIAs Don’t Seem To Care Very Much About The Regulatory Debate; Reaction To Last Week’s FINRA-SRO News Was Muted
The Moral Compass Of The Financial Advice Profession Is Being Reset, As Fee-Only Advisors Are Tarnished Again By Scandal
The New York Times Covers The Sad Irony Of The Mark Spangler Criminal Allegations
The Sad Irony Of Ron Rhoades’ Resignation As NAPFA’s Chairman-Elect; Brought Low For Making A Careless Mistake, He’s Paying For The Sins Of Others
Underscoring Why The Financial Planning Coalition Is Headed In the Wrong Direction, 1,100 Advisors Attended AICPA’s Financial Planning Conference
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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.