blog for financial planners containing research, courses, webinars and articles for cpa, ea, iwi, iar, cfp ce credits, published by michael kitces & team.

fidelity investments offers financial planning and advice, retirement plans, wealth management services, trading and brokerage services, and a wide range of investment products including mutual funds, etfs, fixed income bonds and cds and much more.

the moneyguide suite of web-based financial planning and retirement planning software products create fast and easy goal planning, insurance needs analysis, asset allocation, and estate planning. envestnet moneyguide has created an intuitive and easy to use financial planning software suite, while still providing sophisticated analyses and results. moneyguide is completely web-based and features online collaborative planning between advisors and clients used to achieve financial wellness.

securities investor protection corporation

charles schwab offers a wide range of investment advice, products & services, including brokerage & retirement accounts, etfs, online trading & more.

nuveen is a global investment manager working in partnership with clients to create outcome-focused solutions to help reach their goals for the financial future.