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The Advisor Forums

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Forum Name Topics Posts Last Post


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

130 322

in  Financial service/instrument

by wrightjames

18 hours 52 min ago

RIAs, Independents

Anything and everything related to the independent financial advisory business

861 6,514

in  RIA vs Lawyer (long post)

by youngadvisor97

Feb 14, 2020

Rookies & Trainees

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

3,903 53,805

in  I was Discharged from Merrill Lynch U5 Question

by Wealthrookie2020

Feb 12, 2020

Legal and Compliance Issues

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

827 3,493

in  I need Thoughts on Answering a Complex AUM Question

by madeinnyc

Feb 12, 2020

Prospecting, Marketing and Selling

Share techniques for building/maintaining a business.

1,340 15,137

in  Buy Online Kitchen Accessories

by fryingpans

Feb 12, 2020


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

2,641 35,311

in  Try to contact vat consultants

by yasmiin1

Feb 4, 2020

The Lounge

For off-topic thoughts, ideas and questions.

442 6,399

in  Is this Forum dead

by studentadvisor87

Jan 24, 2020


Discuss the tools that make your job easier.

224 1,562

in  Copytalk

by willycpc

Jan 24, 2020

What's Up at Firms?

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

2,908 57,457

in  The Edward Jones Advantage

by user-192379

Jan 22, 2020


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

132 2,212

in  IRA Distributions, Roth Conversion, & Disability

by Squirrel

Dec 3, 2019


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

199 2,199

in  Commercial Title Loans

by TitleLoansc

Nov 11, 2019

Forum Updates

How to get your login/report bugs

11 98

in  I still don't get emails when there are posts on threads I have commented on?

by N.D

Apr 21, 2010


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

435 2,474

in  Life after Financial Advisor Career

by Pop_Alexandra

Mar 22, 2019

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-Resear

Mar 2, 2018

Business Travel

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

0 0