Unleash the Active Since their introduction in 2016, NextShares have attracted widespread attention and acclaim in the fund industry. And no wonder: NextShares give actively managed funds the potential to achieve lower costs, better performance and lower capital gains distributions. Are NextShares right for you?
Retiring early is a goal that remains out of reach for many Americans, but a good financial planner can help change that, writes Brian O'Connell. Following a checklist can make early retirement possible, he adds.
It is not uncommon for a financial adviser to grow dissatisfied with an employee's performance and form a negative attitude toward the person, which benefits neither the employee nor the employer. Five factors contribute to this.
Colorado is considering new rules on cybersecurity that would require advisers and broker-dealers to assess their cybersecurity arrangements annually and to have written policies for how to handle data. One expert says such rules, which other states are also working on, would likely be more burdensome for small- and medium-size firms.
The Securities and Exchange Commission should take the lead in establishing standards for investment advice, including fiduciary duty, said acting Chairman Michael Piwowar. "We have an opportunity, with a changeover in administration now, for the SEC to reassert its role in this space," he said.
Eighty percent of 21- to 36-year-olds in a survey sponsored by MFS Investment Management said worries over their current financial status had or will make them postpone major life events. However, about 70% said they expect their financial situation to improve over the next three years, and 50% expect to meet their long-term financial goals -- optimism MFS says may be misplaced.
Be a leader in your profession: Consider serving on the 2018 FPA Board of Directors
Would you like to make a difference in your profession? Put your skills and passion to work -- be a leader -- and submit your name as a candidate for the FPA Board of Directors. The board is the driving force behind FPA's vision to be the professional membership association for the financial planning community and CFP® professionals. Contact Board@OneFPA.org to receive a board nomination package. Nominations are due June 2, 2017.
From the FPA Member Advantage Program: Grow your business with Ruby
Ruby® Receptionists is the only live virtual receptionist service dedicated to creating real, meaningful connections with callers -- building trust and helping you win business. Delight your English- and Spanish-speaking callers at a fraction of the cost of an on-site receptionist. Plus, FPA members receive $100 off your first month! Learn more.
FPA All-Member Virtual Update on May 3!
Take 30 minutes on May 3 to learn about some of the exciting things taking place in YOUR association! FPA President Shannon Pike, CFP® will provide an update on a recent media tour in New York and fill you in on plans for the upcoming FPA Advocacy Day in Washington, D.C. And hear from recent attendees of FPA Annual Retreat about their experience this year. The FPA All-Member Virtual Update will take place on May 3 at 2 p.m. ET (11 a.m. PT). Learn more and register today!
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Helen Keller, writer and activist
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