Industry

Bravo! A4A Previews The Advisor Portal TD Ameritrade Institutional Will Launch In 4Q2015

CFA Institute, In A Step Toward Becoming The Key Professional-Licensing Body In Financial Advice Industry, Proposes Requiring Public Disclosure Of GIPS Compliance

Sure, Your Clients Can Pay for College, But Can Their HS Junior Even Get In?

Rowling’s Appeal To NAPFA Reflects A Deeper Problem In The Movement To Make Financial Advising A Real Profession

NAPFA Must Do The Right Thing With CPA/PFSs If It Wants To Retain Its Special Role As An Advocate For Consumers

 

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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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