Links to Other Investment Software Websites.

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

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

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

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 an online portfolio management software service that specializes in independent advisors.

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/ Bloomberg (for market quotes and stock lookup).

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

http://www.bloomberg.com/personal-finance/calculators/currency-converter/ - Free online currency converter.

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.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.

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.finra.org/Investors/ProtectYourself/InvestorAlerts/529Plans/p010756 FINRA investor alert about 529 plans.

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.freeedgar.com Free Edgar: For the latest SEC filings.

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

http://www.gogoshopper.com/resources/a-teens-guide-to-economics-and-saving-money.html The URL title says it all.

http://www.iarfc.org 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/ Answers to frequently asked questions about investing.

http://www.investinginbonds.com Lots of bond market information.

http://www.investmentadviser.org Investment Advisor Association (202) 293-4222 Represents the interests of SEC-registered investment advisory firms before Congress, the SEC, DOL, state securities regulators and other policy makers on all relevant legal / regulatory/compliance issues.

http://www.imca.org Investment Management Consultants Association (303) 770-3377 Increases the visibility of the CIMM designation.

http://www.investment-performance.com For those who are serious about tracking investment portfolio performance.

http://www.investorrecovery.com Financial tools for getting money back from bad brokers.

http://www.investorwords.com A site where you can type in words relating to investing and it tells you what it means.

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

http://www.laserapp.com Has software to help in filling out securities (e.g., SEC RIA ADV Part II), insurance product, and regulatory forms.

http://www.lipperweb.com Lipper Analytical Services.

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Confused? It makes sense if you start at the financial planning software home page