Advisor Applications

CFP Who Was A Consulting Actuary Taught Himself Programming And His New Software Is Simple, Effective, And Adds A New Twist To Finding A Safe Retirement Withdrawal Rate

Salesforce Users: Advisor Software, Inc And Concenter Services Integrate CRM And Financial Planning For Financial Advisors

TRX, Makers Of Portfolio Rebalancing Software, Acquires PowerAdvisor

An Excellent Retirement Income Planning System For Financial Professionals

Apple's Latest iPhone Puts Focus Back On Fingerprint Security, Which Would Be Good For Advisors

 

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 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

--  wants 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 consumers as well as fiduciaries enrolled in our classes.

 

 

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