The Advisor Forums

The Advisor Forums

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Forum Name Topics Posts Last Post


A roundtable discussion of the latest trends, problems, news, etc.

2,603 35,188

in  Questions Regarding a Financial Adviser's Compensation

by Slam947

21 hours 26 min ago

Rookies & Trainees

A place for rookies and wannabes to have their questions answered.

3,738 53,436

in  Debt / U4 / Loss of Registration

by 121Angel

7 hours 36 min ago


Discuss the tools that make your job easier.

207 1,514

in  RIA Billing Software

by GaryVass

2 days ago


A place to discuss news, analysis, trends and strategies on investing.

115 273

in  Analysts cut IRB Infra target on demonetisation

by niveza

Nov 25, 2016

RIAs, Independents

Anything and everything related to the independent financial advisory business

834 6,446

in  Accounting Software

by SantiagoAbernathy

6 hours 2 min ago

Prospecting, Marketing and Selling

Share techniques for building/maintaining a business.

1,329 14,988

in  Coldcalling my way to 10M+ in 7 months

by infoe

Nov 16, 2016

What's Up at Firms?

Discuss what's going on at firms throughout the securities industry.

2,900 57,463

in  Clean Room projects from

by Linda_Li

Nov 21, 2016

Legal and Compliance Issues

A place to discuss the securities industry's legal landscape.

814 3,467

in  Question on prospectus

by NewFAinNJ

Nov 23, 2016


Annuities, long-term care, life, disability, etc.

193 2,177

in  Training Consultants Series 6 Exam

by Jonny5

Oct 13, 2016

The Lounge

For off-topic thoughts, ideas and questions.

451 6,430

in  Bank Instruments Guarantee

by Nathani_Abhishek

Sep 27, 2016


How to build great client relationships, client relationship mistakes, your worst client nightmares....etc.

136 2,212

in  Want to buy a csgo skin?

by claramama

Oct 19, 2016


Topics that don't need a category, or don't fit into any other existing category.

437 2,472

in  URGENT-Series 63 study resource HELP

by Czer101

Jul 19, 2016

Site Feedback

Discussion about this site, its organization, how it works, and how we can improve it.

0 0

Business Travel

Where financial advisors and wealth professionals discuss all things business travel..the best hotels, restaurants, bars, etc.

1 1

in  Americans Flocking to China

by 1stworldview10

Aug 20, 2015

Forum Updates

How to get your login/report bugs

10 97

in  Not able to edit?

by porton

Aug 14, 2012