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Latest Posts

  • Outsourcing Services Help Enhance Efficiency and Client Experience November 21, 2024
  • Identifying Risks and Developing a Risk Response Strategy for Independent RIAs November 7, 2024
  • Going Independent? Common Challenges IARs Need to Overcome September 30, 2024

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Wealth Advisor Alliance (WAA) is a division of Forum Financial Management, LP. WAA engages new advisors and partners for Forum and provides outsourcing services to other independent advisory firms across the country. These services may include, but are not limited to, trading, billing, reporting, technology, marketing, coaching, client service and wealth planning. All such services are provided through Forum.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

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