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Financial Planning
May 1, 2012
Jennifer Woods Burke |
Gotcha! Audits Get Tougher This year, the SEC and FINRA launched a webinar for firms detailing their expectations and reaffirming that whether a firm is large or small, regulators expect the same level of diligence when it comes to audits.   |
Financial Planning
May 1, 2012
Samantha Allen |
The Producers While the number of advisors who use online video is small, those who do are getting more sophisticated in their approach. They're also seeing benefits for their practices. |
Financial Planning
May 1, 2012
Peggy Tracy |
Finding Fraud To uncover intentional - and increasingly sophisticated - deceits, planners need to know about forensic accounting, financial planning, tax law and criminology. |
Financial Planning
May 1, 2012
Ed Slott |
Newfangled Annuities A new tool has been proposed to help their clients manage the pace of distributions from their retirement accounts and to ease their fears about outliving their life expectancy. In February, the IRS released proposed regulations about the establishment of "qualified longevity annuity contracts." |
Financial Planning
May 1, 2012
Mason Braswell |
Young Bucks As more of the baby boomer generation heads toward retirement, their Generation Y kids are emerging as a client base to take seriously. |
Financial Planning
May 1, 2012
Donna Mitchell |
On a Positive Note Mutual fund investors expressed broad confidence in the first quarter, but were most bullish about the tech and financial sectors. |
Financial Planning
May 1, 2012
Jim Grote |
Mastering a Niche Mark Balasa of Balasa Dinverno Foltz says, "It's easy to get lost in Chicago. Our two niches - business owners and women - help us stand out. They function as a branding tool." |
Financial Planning
May 1, 2012
Scott Wenger |
New World, Be Brave Many investors with the means to buy low have been reaping gains. And there are new opportunities in real estate now for planners and investors with a discriminating eye. |
Financial Planning
May 1, 2012
Ann Marsh |
Women Advisors Forum/Dallas: Accelerate Your Practice SourceMedia's showcase event series for women advisors will bring together speakers and panelists with expertise and experience to help female planners everywhere build the strength and value of their practices. |
Financial Planning
May 1, 2012
Fernandez et al. |
Hot Topics Advisors use more variable annuities... Many investors, especially younger earners, neglect retirement accounts... CFP Board changes bankruptcy, disciplinary procedures... |
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