Money Website Links

Financial advisors can list their practices in the financial planner directory for free and/or list their desire to buy or sell a financial planning practice

This is the links page 1 of 2. Go to links page 2 of 2

http://www.aaii.com Investor education from the American Association of Individual Investors.

http://www.aarp.org American Association for Retired Persons.

http://www.adrbny.com Bank of NY's ADR site.

http://www.advisorsinphilanthropy.org International Association of Advisors in Philanthropy, Inc. (888) 597-6575

http://www.aicpa.org/pfp American Institute of CPAs: Personal financial planning section. (877) 777-7077

http://www.americandemographics.com Just what it says.

http://www.amex.com The American Stock Exchange.

http://www.asec.org American Savings Education Council.

http://www.assetallocation.org Site dedicated to the art and science of asset allocation.

http://www.assetbook.com/ Techfi's cofounder, Rob Major, manages on online portfolio management software service that specializes in independent advisors.

http://www.barra.com Risk analysis, investor software, and funding liabilities.

http://www.benefitnews.com Information for HR and Benefit Directors and other Employee Benefit Plan Sponsors and Advisers.

http://www.bloomberg.com Investment software and portal. http://www.bloomberg.com/markets/index.html?topnav=front Bloomberg (for market quotes and stock lookup).

http://bloomberg.com/invest/glossary/bfglosa.htm Glossary of investing terms
 

http://www.bls.gov/oco/ocos259.htm US BLS site's occupation pages. Download a PDF file from the US Bureau of Labor Statistics about being a financial planner. The main site: http://www.bls.gov/ U.S. Bureau of Labor Statistics has Inflation calculators and the usual government statistics.

http://www.census.gov/ U.S. Department of Commerce's Census Bureau. Demographic data.

http://www.cfainstitute.org CFA Institute, Chartered Financial Analysts, formerly called the Association for Investment Management & Research, or AIMR. (800) 247-8132

http://www.cfp-board.org/ Association of Certified Financial Planners (CFP Board).

http://www.cityrating.com/costofliving.asp Cost of retirement living in various places.

http://www.countrydata.com Economic data on most countries.

http://www.discoverydatabase.com/ Database of financial intermediaries used by mutual fund companies, broker/dealer firms, fund administrators, insurance companies, trust companies and banks.

http://www.doh.com/ One of the better stock picking sites.

http://www.ebri.org Employee Benefit Research Institute - employee benefit information mainly for Human Resources people.

http://www.economy.com Economics discussions, analysis, consulting, data, and forecasts.

http://www.ejobs.com.au/fp1.html Financial planning test battery - see if you have what it takes to make it in the financial planning business (better info is here).

http://www.employeefiduciary.com A place to roll over your retirement plans (IRA, 401k, 403b, etc.) to get access to most all mutual funds, index funds, ETFs, etc. Works great with the asset allocation models because of the low fees and self-directed control.

http://www.epinet.org Economic Policy Institute. Discussions of current economic issues.

http://www.federalreserve.gov The U.S. Federal Reserve System.

http://www.feeadvisorsnetwork.com Fee Advisors Network: Promotes proprietary fiduciary processes for life insurance and annuity analysis and planning to the fee-advisor and RIA financial planning practice. Expands working knowledge of the fee-only advisor no-load insurance policies to the RIA community. (888) 854-0931

http://www.financial-planning.com Financial Planning Magazine (Thomson Financial Network).

http://www.financialpro.org Society of Financial Service Professionals (800) 927-2427  Facilitates the success of professionals engaged in the financial services community.

http://www.firstcall.com Company earnings specialists.

http://www.fpanet.org Financial Planning Association. (800) 322-4237 Helps increase consumer awareness of financial planning.

http://www.fponline.com Financial Planning Magazine (Thomson Financial Network).

http://www.freeedgar.com Free Edgar: For the latest SEC filings.

http://www.financialservices.org Financial Services Institute, Inc. (888) 373-1840

http://www.funerals.org Non-profit consumer orientated site about arranging funerals.

http://www.iarfc.prg International Association of Registered Financial Consultants  Ed Morrow's professional organization. (800) 532-9060

http://www.institutedfa.com Institute for Divorce Financial Analysts (800) 875-1760  Provides financial advisors with the tools to help them market themselves effectively to divorcing individuals, matrimonial lawyers, and their existing clients.

http://www.ici.com Investment Company Institute.

http://invest-faq.com/ Please note that due to Microsoft indifference, if the colors don't look great, it's because they
didn't care to bother with color compatibility between versions. You'll get a
spreadsheet with good colors when you buy. Answers to frequently asked questions about investing.

http://www.investors.com Investor's Business Daily Newspaper.

http://www.irs.gov/ The U.S. IRS. Download tax forms.