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 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

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--  strategically invests based on MPT

--  offers tax and financial planning advice

--  values thought leadership when bad news breaks 

 

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