Say you're selling a home and want to find the best real estate agent to represent you. You can rely on word of mouth and referrals, but why not use data to decide on who will best represent...

  While the federal government is cracking down in bogus financial advisor designations, The American College of Financial Planning, recently launched the Retirement Income Certified...

TIAA-CREF, the leading provider of retirement services in the academic, research, medical and cultural fields and a half trillion dollar under management, today released a study...

A lot of fee-only advisors think that advisors who accept commission compensation cannot be fiduciaries. That’s not necessarily true. Legal experts say the Securities Exchange Act of 1934...

A Registered Investment Adviser’s ADV Part 2A--also called a "brochure"--is one of ithe most critical documents an an advisory firm creates. It's your public disclosure form, the...

Securities attorneys at Klayman & Toskes say they are investigating claims of UBS Financial Services customers who purchased the UBS Willow Fund, a private hedge fund formed in 2000. In October...

United Planners Financial Services, an RIA and independent broker-dealer for more than 350 advisors, now allows affiliated RIAs to custody assets at Trust Company of America, an independent...

In a document that reads like a preamble to a single fiduciary standard for financial advisors, Ron Rhoades, an expert on the ethics of financiial advising, has spelled out legal, intellectual, and...

MoneyBlock, an online broker-dealer serving independent reps and advisors, today introduced a proprietary platform that offers advisors and clients access to comprehensive online account management...

The protection of client assets is critical to securities regulation, especially in the wake of Dodd Frank and the need to boost investor confidence.  The bulk of the regulations fall to...

The nonpartisan Congressional Budget Office has slashed its projections of the current-year fiscal deficit because of bigger-than-expected tax receipts and payments from Fannie Mae and Freddie...

In a detailed new analysis, two ERISA attorneys make the case that fiduciaries are “responsible for the prudent selection and monitoring of” target date funds (TDFs) within defined...

Momentum investing works, and it works best in an opportunity-rich environment. You just need to know where to look.

Google today raised free storage capacity across Drive, Google+ and Gmail to 15GB. The move now makes Google the leader in free storage capacity. Dropbox currently offers 2GB of free space,...

Since we are fast approaching another quarter-end in a little over a month, it is a good time to look at whether you are on target to accomplish the goals you set for your business this year.  Being...

I've been reflecting on what's important in my business and personal life. Part of this reflection comes from contemplating my business--what direction to take it and how to make it better. Part of...

Here's a brilliant post about content marketing. While it's not written for financial advisors, the author nails it.

  What do you do for a living? Many Advisors fumble over their answer to this question. But having a clear, client-oriented, benefits-laced statement of what you do and who you do it for is the...

When you create slides in PowerPoint, it's smart right from the start to build them with a 16:9 aspect ratio because monitors and video players these days are all 16:9.

With Google Reader shutting down July 1, you may be looking for alternatives. Here are some for finding a replacement:

Flickr, a photo-sharing site owned by Yahoo!, got a huge upgrade. With Yahoo! fighting to make itself more relevant, Flickr will now give you one terabyte of free storage for your...

For a couple of years, we've been hearing about computers and devices being controlled by hand gestures. No touching the screen, no using a mouse--you just use the motion of your hands, face, or eyes...

As the cloud matures, the services being offered are rapidly changing. What happens when the services you use are no longer available? Below are some tips to protect yourself organized by on the...

The most important story of the year on Advisors4Advisors in 2012 was—drum roll, please…. “I've Seen The Future Of Professional Wealth Management Software And Its Name Is inStream...

In a post on September 21, we pointed you to an AdvisorOne article that outlined 11 Congressional committees whose actions would likely be affected by the election.   Today, we'll begin to...

If you were rejected from registering for an A4A webinar, it's because you’re not a member or your membership expired. A4A now allows only paid members to attend its webinars. See below what...