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Dozens of top industry experts and producers share their knowledge and wisdom on the business of being a financial advisor.
Financial Services Experts

John Bollinger
The well-known originator of Bollinger Bands provides technical analysis of stocks, bonds, commodities and markets, with a focus on sector trends.

Joel Bruckenstein
Joel Bruckenstein, CFP, CFS, CMFC, a fee-only planner, penetrates the practice of financial planning and offers sophisticated planning techniques for advisors to use with clients.

California Technology Stock Letter
This authoritative, independent voice in technology investing analyzes technology and biotechnology trends and companies.

Chicago Board Options Exchange
The nation's premier options marketplace provides options-related education and strategic ideas.

Tony Crescenzi
Tony Crescenzi, chief bond market strategist at Miller Tabak & Co., LLC, and CEO of Bondtalk.com, offers commentary on the bond market and the economy.

Walter Deemer
A market strategist with 30 years of experience and a rare talent for spotting market trends, Deemer offers daily and weekly market analysis and commentary.

Dorsey, Wright & Associates
This leading proponent of Point and Figure technical analysis provides daily market commentary keyed to the charting methodology.


Foundation for Enterprise Development
This nonprofit organization dedicated to broader ownership and involvement in the free enterprise system explains equity sharing and other emerging business strategies.

Elaine Floyd
Elaine Floyd, CFP, analyzes the financial planning stories appearing in the news and explains how they offer lessons for advisors and their clients.

Cynthia Harrington
Cynthia Harrington, CFA, is a financial journalist with 20 years of experience in financial services. She offers perceptive analysis of the markets and the economy, which advisors can draw on when making that next call to a client.

International Strategy & Investment
Renowned economist Ed Hyman and his fixed-income portfolio management team provide in-depth coverage of the U.S. and global economies.


Jarrett Investment Research
President Dennis Jarrett analyzes equity, fixed-income, currency and commodity markets, both domestic and foreign, with an emphasis on volume analysis.

Jeffrey Rattiner
Jeffrey Rattiner, CPA, CFP, is a trainer of financial planners for major financial services firms. Formerly Director of Professional Development for the Institute of Certified Financial Planners, Director of Technical Standards for the CFP Board of Standards, and Technical Manager of Personal Financial Planning Division of the AICPA, Rattiner is the author of Getting Started As A Financial Planner and numerous articles.

Rockefeller Treasury Services
Barbara Rockefeller, author of CNBC 24/7 Trading: Around the Clock, Around the World, is a currency and international equities expert, who delivers daily commentary on the U.S. and global markets.

Steve Saenz
Steve Saenz, founder of Paragon Resources, and former financial advisor, provides business coaching expertise on practice management and establishing effective teams.

Dana Shilling
Dana Shilling, J.D., is an expert on elder planning, and writes about retirement, estate planning, and medical care issues. She is president of Elder Law/Care Communications, Inc., and author of several publications, including Financial Planning for the Older Client.

Spin-off Advisors
This independent institutional research boutique educates advisors on the benefits of investing in spin-off situations.

Ronald Surz
Ronald Surz, president of PPCA, specializes in developing innovative analytical tools for investment consultants.

Donald Trone
Donald Trone, president of Foundation for Fiduciary Studies, helps high-level consultants develop practice standards for the investment management process.

Stephen Winks
Stephen Winks is publisher of Senior Consultant, a newsletter helping financial consultants transition from commission brokerage to the new advice business model.

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