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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.

2,668 35,358

in  What are the various types of loans against securities?

by RurashFin


The Lounge

For off-topic thoughts, ideas and questions.

448 6,408

in  What is a good way to improve your credit score?

by Fiona951753

Sep 20, 2022


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

124 319

in  Do I need a financial advisor

by RoobySooqy2

Jan 3, 2022

Rookies & Trainees

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

3,932 53,851

in  I was Discharged from Merrill Lynch U5 Question

by scamuto

Aug 18, 2022


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

199 2,204

in  Health insurance

by ileads

Jul 27, 2022

RIAs, Independents

Anything and everything related to the independent financial advisory business

873 6,539

in  RIA looking for IARs

by MikeAllen1

Jul 16, 2022


Discuss the tools that make your job easier.

231 1,577

in  Have you used a chatbot?

by Ivyryvy1

Jun 13, 2022

Legal and Compliance Issues

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

835 3,505

in  Digital Currencies for RIA Compliance

by Victor Chandler

Apr 7, 2022

Prospecting, Marketing and Selling

Share techniques for building/maintaining a business.

1,349 15,174

in  Will I FAIL because of the way I look?

by Muscleman1991

Mar 10, 2022

Forum Updates

How to get your login/report bugs

11 99

in  Post Bugs Here!

by Jenifer Smith

Jan 20, 2022

What's Up at Firms?

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

2,912 57,465

in  Mass Mutual Vs. Northwestern Mutual

by CoolBreeze

Apr 28, 2021


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

133 2,214

in  Make Money Investing in Forex Managed Accounts

by forexgdp20

Jun 30, 2020

Site Feedback

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

2 2

in  Main Website (Trackers/Behavior Analytics)

by Anon-Security-Researcher

Mar 2, 2018

Business Travel

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

0 0