United Planners Adds Trust Company Of America's Custodial Platform

Pamphlet For A Single Fiduciary Standard For Financial Advisors Could Be Recalled As A Seminal Document When The History Of The Profession Is Written Decades From Now

MoneyBlock, An Online Independent BD Focused on Reps And RIAs Utilizing Options Strategies, Launches Proprietary Client Management Platform

Does The Revelation Of Fees Paid To Advisors From Schwab And Fidelity Taint The Perception That RIAs, As Fiduciaries, Are Above Conflicts?

Why A Uniform Fiduciary Standard Isn't The Answer


Let’s Make This Easy


We’re for you if you’re a fiduciary who:

--  relies on economic fundamentals

--  broadly diversifies a core of portfolios in low-expense funds and ETFs

--  strategically invests based on MPT

--  offers tax and financial planning advice

--  values thought leadership when bad news breaks 

--  likes the work of Fritz Meyer, Craig Israelsen, Bob Keebler or Andy Gluck


A4A courses accredited by the CFP Board, IWI, and NASBA power a special brand of independent financial advice. We also leverage the Web to benefit of consumers as well as fiduciaries enrolled in our classes.