Advisor Applications

Advisors Ought To Be Looking At Touchscreen Monitors Now

Present Wirelessly With Chromecast In Your Conference Room

Intuit Sells Financial Services Division, But Keeps

Advisor Technology Q&A: Five Questions From Advisors About The Cloud Answered

Tamarac Rebalancing App To be Added To Schwab Intelligent Integration


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.