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


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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.