Industry

Intuit Now Allowing Banks And Credit Unions To Private Label Mint

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

MetLife Selling Tower Square Securities And Walnut Street Securities To Cetera Advisor Networks

Dynasty Financial Partners Announces Another Deal With An RIA

Are Financial Advisors Who “Expose” Activities Of Bad Advisors Really Just Self-Interested Jerks?

 

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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.

 

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