DISCLAIMER: This document has not been approved, disapproved, or otherwise acted upon by any senior technical committees, and does not represent an official position of the American Institute of Certified Public Accountants. It is distributed with the understanding that the contributing authors and editors, and the publisher, are not rendering legal, accounting, or other professional services. If legal advice or other expert assistance is required, the services of a competent professional should be sought.
Note: Access to Inside Information is a benefit of PFP/PFS membership, which is an individual membership. If your peers would like access to this newsletter service, they can either purchase directly from Bob Veres or sign up for PFP membership.
|June 2016 In this issue...
- Portfolio Co-Creation Synopsis: Gibson Capital is developing a set of portfolio design tools that will help you collaborate with clients on their investment allocations.
- Practice Management: Two new apps and a software system that will handle many compliance chores.
- Client Services: How to provide special needs planning, and where to find help and guidance if you need it.
- Parting Thoughts: How to sift through the nonsense coming out around the DOL's fiduciary rule, and a suggestion that the brokerage firms and BDs follow through on their promise not to work with smaller accounts.
May 2016 In this issue...
- The Barriers in Your Future: A tour of the lifecycle of most financial planning firms, and how to negotiate the tough parts of the journey.
- Practice Management: Insights from the SSG conference and elsewhere.
- Investing: Looking for a new client niche? Consider public school employees.
- Marketing: Introducing the most advisor-friendly 529 plan in the country.
- Parting Thoughts: The DOL's principles-based fiduciary rule could set a trend: principles-based laws and regs, saving us millions of pages of paperwork.
April 2016 In this issue...
- Talent Search: The planning profession is facing a huge recruiting challenge. Here are some of the best practices for winning your share of the talent.
- Practice Management: How to master the financial metrics that are becoming an increasingly important tool for managing your firm.
- Investing: Has something fundamentally changed about the commodities asset class?
- Marketing: Introducing econometric marketing.
- Parting Thoughts: A financial planner is running for Congress, hoping to give the profession a voice in public policy debates and create a financial plan for America.
March 2016 In this issue...
- Software 2.0: The new breed of intelligence-enhanced software isn’t a threat; it’s simply the next evolution of tools to enhance your efficiency and top-line revenues.
- Practice Management: Finance the first successor equity purchase at your advisory firm through a new program at Live Oak Bank
- Conferences: TD Ameritrade is changing the conversation about advisors vs. brokers
- Practice Management: Advyzon combines CRM, portfolio management and planning in one software package
- Parting Thoughts: When is the SEC going to shut down the brokerage world's shameful shell game?
February 2016 In this issue...
- Out of the Box and On the Money: Here’s a fresh look at how to keep clients on track for retirement, and keep them from overspending once they get there.
- Investing: Max My Interest and Performance Trust have introduced new versions of their services for the RIA/planning community
- Client Services: An inexpensive way to delegate complex Social Security planning--and the actual paperwork
- Practice Management: How hard is it to convert years of client performance data?
- Parting Thoughts: The next few years could represent the growth opportunity of a lifetime for your firm.
January 2016 In this issue...
- The New Hub of Planning Academia: The CFP Board’s new Center for Financial Planning has been touted as a diversity initiative. Here’s what’s really going on.
- Cleaning Your Tank: How do you create a healthy, productive work environment? Hint: It’s not all about the compensation.
- Parting Thoughts: The best financial planning-related books of the year