Software

Don't Understand Why Controlling Your Computer With Gestures Is A Big Deal? Look at This Video

How To Make Your Most-Frequently Used Documents More Accessible

What Do You Do If Your Cloud Service Is Discontinued, Obsolete or Sold?

Slowly, Microsoft's Tablets And Phones Are Getting Adopted And That's Good News For The Vast Majority Of Advisors

Just Released! Return On Technology White Paper

 

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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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