Industry

CFP Board Campaigns Against Advisor Rip-Offs Even As Its Rules Largely Exempt CFPs From Acting As Fiduciaries

NFP To Be Acquired By Madison Dearborn Partners For $1.3 Billion

Schwab Says Net New Enrollments In Retail Advisory Offers Are Up More Than 70% Year-Over-Year; Assets In A Low Cost Actively Managed ETF Solution Soared By 51%

What Do Charles Schwab, Personal Finance, And Rap Music All Have In Common?

From A Key Vantage Point For Observing Financial Advice Professionals, IMCA CEO Analyzes The Difficult Issues Facing Advisors

Let’s Make This Easy

 

We're the right news and professional education solution for you if you’re a fiduciary who:

--  holds a CFP®, CIMA®, CPA, CPA/PFS, CFA or other designation requiring CE annually  

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

--  relies on economic fundamentals

--  broadly diversifies a core of client portfolios in low-expense funds

--  strategically invests based on MPT

--  offers tax and financial planning advice

--  values thought leadership when bad news breaks 

 

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.

 

 

  JOIN