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|March 2014 In this issue….
- Preparing for Change: What are the major trends that will cause the profession to evolve, and what will that evolution look like?
- Automated Marketing: Is it really possible to automate the process of finding interesting, customized content for your clients, and also to build a growing list of prospects?
- Parting Thoughts: Let’s be clear on what the fiduciary advisory profession seeks in a “harmonized” fiduciary standard.
February 2014 In this issue….
- Advanced Tax Tips: The CPA community's educational sessions offer the best tax planning ideas on the conference scene. Here are some of the takeaways [from the AICPA’s Advanced PFP Conference].
- Turn-Key Opportunity: Why TD Ameritrade’s turn-key 401(k) platform may be the right service platform at the right time for the profession at large.
- The Long and the Short of It: A short-term and longer-term perspective on the markets and the global opportunity set.
- Parting Thoughts: It’s time to rethink our strategy on lobbying for a universally-applied fiduciary standard.
January 2014 In this issue...
- Adding Alpha: Theory and Practice: Is it possible to beat the markets? Theoretically, the answer is yes. Practically, it requires a lot of intelligence, discipline, and hard work. And luck.
- The Lay of the Land: What real-world compliance issues are coming to the fore in 2014? What initiatives can we expect from our regulators?
- GIPS in a Box: A new program called CompositeBuilder makes it easier than ever to comply with institutional-level reporting standards.
- Parting Thoughts: Fee-compensated advisors will be pleased to learn that they finally have a non-traded REIT product they can sell to their clients.