Andrew Gluck

ContactAndrew Gluck is a veteran financial reporter and the founder and CEO of Advisor Products Inc., a marketing company serving 1,800 financial advisory firms.
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Advisor Products Inc.

Andrew Gluck

 
Mark Spangler Indicted On 23 Counts Of Fraud And Money Laundering; Government Seeks $41.7 Million

Former NAPFA chairman Mark Spangler was indicted by a Seattle grand jury Thursday, charged criminally with diverting $41.7 million from investors into risky start-up ventures in which he had an ownership stake.

 
The 23-count indictment (see below) was handed down just after the Securities and Exchange Commission filed a civil complaint against Spangler.
 

Guest Post: Robert Powell On The Spokesman For The Fiduciary Movement Who Is Now Accused Of Diverting Retirement Plan Assets To His Own Personal Accounts

Harold Evensky, Long A Champion Of The CFP Designation, Explains Why He Is Joining The Board Governing The RMA Designation

A Guaranteed Way To Improve Your Day In Under A Minute: Help A 17-Year-Old Paralyzed Teen Win A Van He Could Drive

FINRA's Estimate Of Cost Of Establishing And Maintaining An SRO For RIAs Challenged By Coalition Representing RIAs

Nokia, Along With Microsoft, Is Doing Something New, Cool And Different From iPhone And Android

Many Advisors In Their 50s And 60s Are At A Technological Disadvantage, Creating Opportunity For Advisors In Their 20s, 30s, And 40s

Be More Social By Using One Of These Link-Shortening Add-Ons For Firefox And Internet Explorer

RIAs Don’t Seem To Care Very Much About The Regulatory Debate; Reaction To Last Week’s FINRA-SRO News Was Muted

Guest Post: Economist Larry Kotlikoff Explains Why He Is Running For President

Half Of RIAs Plan To Move To The Cloud This Year And 25% Are Already There; Microsoft Is The Favorite Over Google

Considering Moving To The Cloud? You'll Get Practical Tips From Today's Webinar Session And Maybe Some Controversy

Redtail CRM: Latest Version Of Popular CRM For Advisors Fixes Many Useability Problems

Website For Do It Yourselfers Throws Down The Gauntlet, Declares "Financial Advisors Are Bad For Your Wealth"

Curation Facination: Technology Taming Information Overload Is Backfiring

Suicides Linked To Economic Crisis Spike In Europe; Meanwhile, Here At Home, American Psychological Assocation Offers No Special Training For Psychologists To Treat Problems Related To Money

Suggestion Engine For Financial Advisors Finds Opportunities To Sell Clients Products, But Can It Be Harnessed By Fee-Only RIAs?

Satirical Video Pokes Fun At Brokers; Alex Murguia's Latest Contribution To The Financial Advice Profession

RIAs Creating A Tech Stack Need A Long-Term IT Strategy

CFP Board Changes Experience Requirement And Procedures For CFPs Filing For Personal Bankruptcy As Well As Key Disciplinary Rules

If You Are Not Bumping Into People Who Want To Help You Because You Are Doing Good Work, Then You Need To Fix That Part Of Your Life

Have You Seen Zite? It's A Great Content Personalization App For iPad and Android

Best Desk Ever: Anthro Elevate Adjusta

AARP Joins Fiduciary Debate Alongside CFP Board, Financial Planning Association, And Other Consumer And Professonal Associations To Oppose Broker/Dealers And SIFMA

Please Join Advisor4Advisors

I've Seen The Future Of Professional Wealth Management Software And Its Name Is inStream Solutions

Home-Based Advisors With A Google Places Listing: "Hide" Your Address In Your Listing Or Risk Delisting From Google Maps

Can An Economics Professor No One Has Ever Heard Of Become President Of The United States?

Guest Post: Yodlee Is Offering Free Account Aggregation With An Investor Dashboard For Controlling Advisor Access; Another Sign Of Fee-Compression Coming

Here's A Chance For You To Participate In The Internet Movement To Improve Everything

As The Internet Rebuilds American Institutions, Be Grateful You Live In An Extraordinary Era Of Progress And Tap Its Potential For Doing Good

Seven Free Consumer Financial Apps That Represent A Hidden Competitive Threat To Advisors Serving The Mass Affluent

Financial Advisors Arise! Contact Your Local Psychologist!

Psychologist Who Developed A Model For A Healthy Relationship With Money Says American Psychological Association Ignores Mental Health Problems Caused By Money; Petitions APA To Create Division Of Financial Psychology

"Alert: Stop Using Social Media -- Immediately," Declares Advisor Marketing Consultant; Should You Allow The Threat Of Flaming Stop You From Using Social Networks?

Is The Certified Financial Planner Designation Out Of Synch With Today's Financial Advice Consumer?

iPad Offers A Great Way For Private Wealth Advisors To Make Marketing Videos And Save About $3,000 By Eliminating Need For Touch Screen Monitor

Researching The Advisor Tied To The Soccer Mom Who Allegedly Ran A Prostitution Ring Shows Why FINRA BrokerCheck Stinks And Why SEC And FINRA Are Not Trusted

Partnering, Merging, Succession, And Other Business Deals--Including Serving Clients; Making All Your Work With People More Fulfilling And Successful

For Advisors, Business Success Requires Recognizing An Opportunity, Seizing The Moment, And Taking A Risk; An Introduction Of Lisa Gray To A4A Readers

Guest Post: Wade Pfau, A Thought Leader In Retirement Planning, Responds To Discussion On RMA Versus CFP

Seeking To Transform Retirement Advice, RIIA Could Have Great Influence On The Financial Advice Profession In The Years Ahead

Brokers Are Attractive Recruiting Targets For RIAs, Schwab Survey Indicates, But Fee-Only RIAs Face A Disadvantage In Luring Them

Retirement Income Industry Association To Answer Your Questions About Its Ties To Product Manufacturers And Whether It Is Adding To Designation Proliferation

Authenticity Is Key To Success For Advisors Using Social Media, Giving Fiduciaries A Natural Edge

FINRA Requests Comment On Ways To Increase Investor Use Of BrokerCheck: My Suggestion Is To Consolidate Advisor Licensing Databases And Open It To Search Engines

Financial Planning Software Usage By Independent Financial Advisors; Results Of A Survey Of 2,019 Independent Advisors Shows MoneyGuide Pro Is No. 1

Tech Survey By A4A Shows Schwab PortfolioCenter Remains No. 1 Portfolio Reporting App But Field Of PMS Vendors Is Growing

Financial Advisor Technology Survey Results: Redtail And Junxure Are The Top Advisor-Specific CRMs, But Outlook Still Dominates

An Advisor Affiliated With Retirement Income Industry Association And Its Retirement Management Analyst Designation Responds To My Post Saying Designation Proliferation Is A Disaster For Consumers

Financial Advisor Designation Proliferation Is A Disaster For Consumers And Retirement Management Analyst Designation, A New Designation Sponsored By Product Manufacturers, Illustrates The Threat To Professionals

FinFolio: A Portfolio Management Software Targeted To RIAs With $200 Million AUM And Up

Advisor Products Partners With Keebler & Associates To Provide Estate And Income Tax Content Advisors Can Repurpose For Blogs, Social Media, And Webinars

Is Tom Bradley's Promotion To Run Retail Distribution At TD Ameritrade Good For RIAs?

Wealthfront Launches Free Tool To Simulate Stock Sale Strategies For Tech Executives

RIAs Are More Optimistic And Less Worried About Reducing Operating Expenses

What Does FPA's Partnership With The Accredited Financial Counselor Designation Mean To CFPs?

Actiance Announces Socialite Engage to Help Financial Advisors Strengthen Client Relationships and Drive New Business Through Social Media

Monitored An Employee Phone Call With An Advisor This Morning And Felt Compelled To Interrupt: VOIP For RIA Owners And OSJs

Social Media Adoption By RIAs and Broker/Dealers

Use Windows On Your iPad; A Solution For Those Leading A Bi-Platform Lifestyle

Security Issues Advisors Should Ask Web-Based Application Vendors About

Financial Services Institute Holds Its Annual Meeting, Highlighting Its Growth As Financial Planning Association Struggles

New Retirement Planning App, Likely To Catch On, Illustrates How Technology For Financial Advisors Is In The Midst Of A Creative Upheaval

Phoenix, The Wild West Of Private Wealth Management; Founder Of A Phoenix RIA Bought By GenSpring In 2007 Resurfaces As A Likely Competitor

Do Negative Online Comments About Investment Advisors Signal A Shakeout Is On The Way?

RIA Performance Reporting Solution, AssetBook, Gets A Nifty New Graphical User Interface

The 401(k) Opportunity For Advisors; Download Apollo Lupescu's Presentation Slides Here If You're An A4A Member

Why Are The Eggheads At Dimensional Fund Advisors So Focused On The 401(k) Business Opportunity For Advisors?

Online Scheduling Apps Are Going Mainstream And Coming To Be Used By Consumers

Performance Reports Closely Scrutinized By SEC In Barring Investment Advisor Representative; A Lesson To Principals On Disclosing Reasons For Terminating Employees

SEC To RIAs: Don't Use Facebook "Like" Buttons; SEC Provides Guidance On What Constitutes A Testimonial

What Do You Want To Be In 2012? A Business Or A Practice? How To Create A Successful And Enduring Investment Advisory Business

Why Do Financial Advisors Need To Know About Skimmer Scams That Illicitly Scan Credit Cards And PINs?

New Salesforce Add On Makes It Easier For Private Wealth Advisors To Embed Workflows In Salesforce

Competitive Intelligence: New Consumer Financial App Offers "The Complete Financial Plan" For $349

Why Do 750 Investment Advisory Firms Pay For AdvisorVault When Other File Sharing Apps Are Free?

2011 Investment Round-Up: Good Coverage From Around The Web About Investing In 2011

Plan Your Growth Strategy For 2012: 15 Questions Investment Advisors Need To Answer

Airing Recent Comments On Advisors4Advisors About MoneyGuide Pro's New Pricing And CashEdge Versus By AllAccounts For Account Aggregation

Top Three Financial Advisor News Stories Of 2012 (Yes, 2012)

Price of Investment Advisor Research By Fritz Meyer Slashed By 50%

Advanced Configuration Settings In AdvisorVault's Client View Aid Broker-Dealers And RIAs

Sizing Up The Powerful Forces Aligned To Fight Making FINRA The SRO For RIAs

Free App For Getting Documents Signed Over The Web Has Potential To Streamline A Troublesome Process For Advisors

RIA Groups Release Study Saying FINRA Oversight Would Cost Twice As Much As Enhancing The SEC's Exam Program Of RIAs

Why Is Advisors4Advisors Donating To Bubbles The Clown's Charitable Organization?

Man Bites Dog: MoneyGuide Pro Criticized By Advisor; An Update On PIEtech

All Modes Of Advisor Compensation Scrutinized More Skeptically In the Consumer Press

TD Ameritrade Demos How Its New Electronic Signature App For Clients Of Advisors Streamlines An RIA's Work

21 Approaches To Creating Viral Content For Advisors Trying To Improve Their Search Engine Rankings

Clamp-On Keyboard Mount Lets You Exercise On An Elliptical, Treadmill, or Exercise Bike While Using Your Computer

What Were The Most Important News Stories Of 2011 To Financial Advisors?

Wealthfront, A Potentially Disruptive Online Wealth Management Solution, Is Funded By Silicon Valley Bigshots And Competes Against Advisors

A New Salesforce Integrator Targeting Advisors Springs Up From Nowhere

Reuters Says "Smart Money" Is Placing Bets On RIA Buyouts; Good News For RIAs But It's Risky Business

A4A Will Donate $20 To Bubbles The Clown's Financial Literacy Program If You Join Now; A Lesson In How Advisors Can Partner With Nonprofits

Following Up On A4A's Most Popular Story Of The Past Year: The Problem With The CFP Business Model

More Details On The Implosion Of The Phoenix Office Of GenSpring, The Nation’s Largest Private Wealth RIA

I Have Something Important To Tell You About My Conversation With An Advisor This Morning

News

 
NAPFA’s (Not So Secret) Link Farm: Social Media Consultant Mike Byrnes Highlights A SEO Black-Hat Tactic

Social media consultant Mike Byrnes covers a "beat the system" tactic NAPFA members are engaging in to get better search engine rankings.
25 Coolest Android Apps

You Need To See This To Believe It: MIT Grads Reportedly Develop An App That Transfers Files From One Device To Another Using Physical Gestures

Accused 911 Terrorists Were Reading The Economist At Their Arraignment

Elderly-Monitoring System Allows Caregivers To See The Big Picture

National Preparedness Report: Cyber Attacks Still Major Threat Against Unprepared States

As Advisors Consider Moving To The Cloud, The Google Versus Microsoft Battle Is Starting To Tilt In Favor Of Microsoft

Bill To Make FINRA The SRO For RIAs Reintroduced, Sparking Protest In Some Quarters And Approval In Others

Cloud Storage Feature War Is About To Begin Pitting Dropbox, Google, And Microsoft In A Battle

Apple App Store Asking For Additional Security Details

Tykoon, An Online Platform To Teach Kids Financial Values, Launches Public Beta

For Mac Users, Time For Attitudes To Change -- Hackers Can Break Into A Mac As Effectively As A Windows PC

Google's Navigation App For Android Is Great

Forget Everything You've Learned About MPT; New Academic Study Shows There Is A Free Lunch In Stock Investing

Republicans Call It Class Warfare, While Democrats Call It Unfair: The Debate Over Income Inequality Is Likely To Be A Presidential Election Issue

Schwab, TD Ameritrade, And Fidelity Using Social Media To Improve Service And Gain Assets Of Retail Investors

President Of Morningstar's Investment Management Division Joins Curriculum Advisory Board For Retirement Management Analyst Designation

Consumer Press Covering The Growing Flight Of Breakaway Brokers To Go Independent

Just When You Were Thinking Of Dropping Microsoft For Apple, Windows 8 Is Favorably Reviewed Versus Apple iOSs Mountain Lion

The Web Is Awash in Reviews, But Not for Doctors. Here’s Why.

Talk To Me, Readers: Do You Value Aggregated News About Financial Advising Or Would You Prefer More Original Analysis And Opinion?

U.S. News & World Report Says Being A Financial Advisor Is One Of Its Top 25 Jobs Of 2012 And Predicts Significant Growth

AdvisorVault Desktop Connector General Release

The Most Popular Professional Applications Used By RIAs; Advisors4Advisors Technology Survey

Google, Sadly, Is Evil, According To Wall Street Journal Report

Advisors Would Prefer Any Republican To President Obama By A Wide Margin

Advisors4Advisors Is Getting 10,000 Unique Visitors Monthly, And I Just Returned From The TDAI Conference Where Some Of You Were Really Nice To Me

Panic Protection For Investment Advisors

10 Free iPhone Apps We Can't Live Without

Bowing to Critics and Market Forces, RIM’s Co-Chiefs Step Aside

Windows Phone Predicted To Displace iPhone

Do FINRA and SEC Disclosures Drive You Nuts? Here's Your Chance To Let The SEC Know How To Fix It

PC Makers Embracing Ultrabooks; For Advisors, They Pack Power And Are Portable

Intelligent Content Suddenly Matters In An Age Of Social Networking

Alan Goldfarb, CFP, To Serve As 2012 Chair Of CFP Board's Board of Directors

Price Increase And Upgrades On AdvisorSites Platinum

WSJ Blog Post Notes Trend Toward Online Apps That Might Compete With Advisors

Social Media Content Stream For Financial Advisors Is Launched

RIAs Can Now Provide Clients TD Ameritrade Holdings And Transactions From Their Website Instead Of Sending Clients To TDAI's Website

What You’re Missing By Not Joining Advisors4Advisors

Web Tools For Retail Keep Getting Better: Schwab And TD Ameritrade Enhance Trading Tools

Prep For Facebook's Timeline Layout With These Six Privacy Tweaks

Pew Study Reports Where People Get Information About Local Businesses

Bing Ties Yahoo As The No. 2 Search Engine In America

Android Market Celebrates 10 Billion Downloads With 10-Cent App Sale

BrightScope Ranks Top 25 Philadelphia Area Registered Investment Advisor Firms By Assets Under Management

Advisors Often Wrongly Assume Consumer Must Be In Their 40s Before Starting To Worry About Disability

BondDesk Completes BondWorks Rollout At Raymond James

Best Free Android Apps of 2011

RIM Takes $485 Million Writedown And Its Tablet Is Selling Finally But Everything Is Riding On Its New QNX OS

10 New Google Analytics Features: A Guide For The Overwhelmed

Is Your Cell Phone Secure? Advisors4Advisors Is Here To Help You Make Sure It Is

Charles Schwab’s Daughter Plays A Central Role In SchwabMoneyWise.com Redesign

PortfolioCenter And Advent Reporting Integration With AdvisorVault Is Improved

Best Free Android Apps of 2011

Eight Bank Online Platforms Compared Based On Features For Small Businesses

Six Year-End Tax-Loss Harvesting Ideas For ETFs

Financial Economist Fritz Meyer's Research Now Offered As Content For Advisor Websites

If You're Perplexed By Search Engine Optimization, Here's Help

For BDs, Compliance Is Only A Start In Advisor Use Of Social Media

Stable Value Funds Ride A Wave Of Rising Fees And Popularity In 401(k) Plans, Despite Schwab's Exit

Focus Financial Partners In Acquisition Deal With Wirehouse Team That Broke Away Just Last Year

Advisors Can Share Any Document Securely With Clients With AdvisorVault Desktop Connector

Kwanti Says Hundreds Of Advisors Are Using Its Web-Based Portfolio Risk Analytics Tool, Highlighting How Advisor Technology Has Changed

FourFacebook Page Apps For Advisors To Improve Communication With Fans

An That Makes Co-Parenting Easier For Separated And Divorced Parents

Tamarac Announces Initial Integration Partners For Its Cloud-Based RIA Platform

100 Best Products of 2011

A Sister's Eulogy For Steve Jobs

Amtrak Adds Free Wi-Fi Along Major East Coast Routes

EISI Launches A New Verson Of NaviPlan Select

Wealthcare's David Loeper Responds To FPA; Says His Patents Won't Prevent Advisors From Providing Financial Planning Services

Investors Hunger For Greater Transparency On Bonds, Schwab Study Says

Pershing Announces New Capabilities For Albridge Following Reorganization With iNautix

GiveSmart.org Introduces Decision Tool To Help Donors Choose The Best Nonprofits

Leonard Reinhart Joins Wealthcare Capital Management's Board of Directors

Top 15 Apps Enhanced In Apple's iOS 5

If You Have Not Paid Much Attention To QR Codes, Here's A Reason To Continue To Ignore Them

Step-By-Step Guide To Controlling Privacy And Security On Facebook

Using Facebook For Staffing

How To Use Task Manager

Facebook Releases An iPad App

Deja Vu All Over Again: The Same Mistake Advisors Made With Websites A Decade Ago Are Being Made Again With Social Media

Where To Sell Your Old iPhone

iPhone Roundup: Top Letdowns Of The iPhone 4S Launch, And How To Buy One

The iPhone 4S Looks Like iPhone 4 On Outside But Is Different Inside

Former Morgan Stanley Smith Barney Vice Chairman Becomes Senior AdvisorTo Socialware

An Interview With The 30-Year Old Founder Of Mint, The Most Popular Personal Finance Site On The Web

Apple iPhone 5 Launch October 4: Here’s What To Expect

SlideShare Redoes Presentation-sharing Site With HTML5 For Viewing On Apple Devices

New App For Diagnosing Health Issues Indicates How Personal Financial Advice Apps Will Also Behave

Amazon's New Kindle -- An iPad Competitor -- To Be Rolled Out Wednesday

How Is Document Management Software For Advisors Different From Client Vaulting?

7 Tips For Boosting SEO Of Your Facebook Page

Linked In Compeititor Is Launched, But Do Your Really Need Another Social Network Website?

Schwab Launches Resources To Help Advisors Going Independent

Independent Advisors Have A New Competitor; Internet Entrepreneur Starts Personal Capital

Private Client Resources To Integrate HiddenLevers' Macro Analysis Offerings

Yelp And Expedia Set To Testify Against Google At Senate Judiciary Hearings This Week On Antitrust

Invesco Helping Advisors And Plan Retirement Consultants Develop Unique Value Proposition Through New PlanForward Consulting Series Program

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