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  • Bloomberg Black Financial Advice Platform Launches, Promising To Help Investors Sleep Better

  • Competitive Intelligence: New Consumer Financial App Offers "The Complete Financial Plan" For $349

  • Do Negative Online Comments About Investment Advisors Signal A Shakeout Is On The Way?

  • Forbes, A Once-Great Financial Magazine, Is No Longer So Great

  • Google Helpouts And The Future Of The Financial Advice Profession; This Is The Best Thing To Ever Happen To Hourly Financial Planning

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

  • Intuit Now Allowing Banks And Credit Unions To Private Label Mint

  • Mass-Affluent-Advisor Shakeout Keeps Rolling Along; CNBC Puff Piece On Financial Advice Apps That Replace Advisors Marks A New Chapter In Financial Planning

  • RIAs Are Fighting A Rising Tide Of Negative Press By Reporters Who Know Nothing About Wealth Management

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

  • Vanguard, A Champion Of Consumer Causes, Embraces Hello Wallet, A Financial Advice App Aiming To Replace Financial Advisors

  • 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

  • Why Should Consumers Choose Software Over A Human For Investment Advice? CEO Of Financial Advisor Replacement App Makes His Case

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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

--  earn and maintain Certified Financial Counselor™ certificate

  

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