Investing

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

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by azwinda

7 hours 44 min ago

RIAs, Independents

Anything and everything related to the independent financial advisory business

in  Credit Repair

by Alexxy82

14 hours 19 min ago

General

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

in  Salesforce Financial Services Cloud features

by [email protected]

Yesterday

Legal and Compliance Issues

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

in  No Commission Annuities and AUM Fees

by FirstPurpose

2 days ago

Rookies & Trainees

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

in  CPA considering career change to financial advisor

by hrsscpas

Jan 18, 2023

Prospecting, Marketing and Selling

Share techniques for building/maintaining a business.

in  Prospecting help

by TylerKnown

Dec 29, 2022

The Lounge

For off-topic thoughts, ideas and questions.

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by StudbookGrody

Dec 20, 2022

Technology

Discuss the tools that make your job easier.

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by freshfinance

Dec 16, 2022

What's Up at Firms?

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

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by WORLD PEACE

Jul 9, 2009

Insurance

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

in  Commercial Title Loans

by TitleLoansc

Nov 11, 2019

Forum Updates

How to get your login/report bugs

in  Post Bugs Here!

by Jenifer Smith

Jan 20, 2022

Clients

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

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by dalemitchell

Apr 17, 2015

Site Feedback

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

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.