Fischer expects 2 more rate hikes this year | Checklist can help clients achieve early retirement | How advisers can avoid creating problem workers
April 25, 2017
FPA SmartBrief
A digest of news and industry updates for the financial planning community
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Fischer expects 2 more rate hikes this year
Federal Reserve Vice Chairman Stanley Fischer still expects two additional interest-rate increases this year. Positive data from China and Europe promise strong global economic growth, he says.
Bloomberg (4/21) 
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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? Learn more.
Practice Management
Checklist can help clients achieve early retirement
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.
InsuranceNewsNet online (4/21) 
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How advisers can avoid creating problem workers
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.
ThinkAdvisor (free registration) (4/14) 
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Policy Watch
Colo. considers changing its rules on cybersecurity
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.
InvestmentNews (tiered subscription model) (4/20) 
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Piwowar: SEC should lead on fiduciary duty
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.
InvestmentNews (tiered subscription model) (4/21) 
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Industry Report
Millennials delaying major life events, survey finds
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.
Financial Advisor online (4/21) 
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FPA News
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 to receive a board nomination package. Nominations are due June 2, 2017.
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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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