Financial Advisor Marketing & Technology

Marketing & Technology For Independent Financial Advisors

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A Powerful Search Engine For Advisors

A4A aggregates news for advisors. Every business morning by 8:30 a.m., we post the major news stories advisors need to read and email it to members. Now all of that, along with our own content, is searchable.

Essentially, Advisors4advisors' news aggregation is a searchable database for advisor information.

The power of that is big. We're reading all of the trade magazines, and many sites that are off the beaten path, to create a reading list for advisors every business day. It's the best of the best articles for advisors, a huge time saver.

Mary Rowland, who wrote a personal finance column every Sunday in The New York Times for about a decade, aggregates the market and economy news. Bob Casey, former Editor of Bloomberg Wealth Manager, aggregates the industry news each morning, and I aggregate technology news.

All of the news we aggregate is indexed by our site’s search engine. So when you run a search on A4A, you're searching our collective database of major stories from many trade publications and industry-related websites.

For instance, A search of the term "rebalancing" turns up 16 results from a range of websites frequented by advisors plus a few that advisors probably don't read, like the SEC's website.

If you compare A4A's search results to other sites frequented by advisors, you'll also see how our tight focus on practice management provides information not available anywhere else.

Of course, the search feature is only one small part of what Advisors4Advisors delivers. Among the many other benefits you get by joining Advisors4Advisors:

  • Reviews by advisors of all software products used in the industry—like product reviews on Amazon.
  • Blogs by experts on compliance, technology, operations, document management, and other topics.
  • A social network of advisors using the same CRM, financial planning, and portfolio reporting systems as you.
  • A way to compare advisor software applications feature-by-feature, side-by-side.
  • Free CFP CE credit 24/7 for replays of the weekly Financial Advisor Webinar Series.


At $60 a year, we're providing a lot of value. But don't take my word for it.

Check it out yourself. Register now for a free one-month trial.

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