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    • FRITZ MEYER’S MONTHLY SLIDES AND TRANSCRIPTS
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  • Four Software Purchases That Have a High ROI To RIAs

  • Is There Such A Thing As Work/Life Balance?

  • Just Released! Return On Technology White Paper

  • Orion Now Offering TRX As Part Of Its Solution!

  • Rebalancing Software: Questions and Considerations Before Selection and Implementation

  • Tamarac Announces Initial Integration Partners For Its Cloud-Based RIA Platform

  • Tamarac Is Tainted By Spangler Scandal, But Could It Be Hurt Financially?

  • TradeWarrior and TradePMR Announce Integrated Partnership

  • TRX Rebalancing Software Integrates With Morningstar Office's Portfolio Management Software And Is Emerging As A Major Player In Rebalancing For RIAs

  • TRX Strikes Deal With AICPA Even As CPA-Investment Advisors Remain A Strange Brew

  • TRX, Makers Of Portfolio Rebalancing Software, Acquires PowerAdvisor

  • Wash Sales And The 30-Day Rule

  • Why You Don’t Need To Automate Rebalancing

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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.