Inside Information

    Inside Information Newsletter 

    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.

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     View the 2015 Archives
     

     2016  

    February 2016  In this issue...
    • 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

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