Tips for successful content marketing | Refresh your online image with these 5 tips | Advice on creating a flexible succession plan
May 15, 2018
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Tips for successful content marketing
Quality, efficiency and consistency are the three keys to successful content marketing, writes Kali Hawlk of Creative Advisor Marketing. She says creating the right message and delivering it at the right time will help advisers reach their target audiences.
Journal of Financial Planning online (5/10) 
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Pay More Only When you Get More
Today's investors want performance that's worth the fees they pay. Low cost, passive vehicles may seem to fit the bill, but you face all the downside when markets fall. Is there something that offers investors the best of both worlds?
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Practice Management
Refresh your online image with these 5 tips
Ninety-five percent of people research a potential adviser online during their decision-making process, write Stephen Boswell and Kevin Nichols of The Oechsli Institute. They list five website best practices you should be aware of to ensure you're putting your best foot forward online.
WealthManagement (5/10) 
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Advice on creating a flexible succession plan
Although 74-year-old Jack Hillis of Hillis Financial Services does not plan to retire soon, he has developed a flexible succession plan, writes Jeff Benjamin. It allows him to continue working until he's ready to retire or dies, while protecting his family and ensuring a smooth transition for clients.
InvestmentNews (tiered subscription model) (5/11) 
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Global Atlantic Financial Group
Market declines can be unsettling for your clients. See how Global Atlantic can help with growth opportunities and downside market protection. Download our Downturn Defense guide to prepare for what comes next.
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Policy Watch
Supreme Court declines to hear appeal of spoofing conviction
The Supreme Court has declined to hear the appeal of a man convicted of spoofing, which the 2010 Dodd-Frank Act banned in the commodity futures market. Attorneys for Michael Coscia, former principal of Panther Energy Trading, said the law was "hopelessly vague" and failed to explain "what line separates commonplace trading activity from the newly minted federal felony of 'spoofing.' "
Bloomberg (tiered subscription model) (5/14) 
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Peirce wants SEC to focus on big infractions
Peirce wants SEC to focus on big infractions
Peirce (Securities and Exchange Commission)
Securities and Exchange Commission member Hester Peirce said the enforcement division should focus on big cases, rather than pursuing minor violations. "Our goal is not to investigate for the sake of investigating but to protect the capital markets by focusing our efforts on the enforcement actions with the biggest impact," she said.
InvestmentNews (tiered subscription model) (5/11) 
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FINRA update on customer confirmations takes effect
An updated rule from the Financial Industry Regulatory Authority on customer confirmations went into effect Monday. The rule for broker-dealers requires disclosure of additional information to customers in confirmations of some fixed-income trades.
ThinkAdvisor (free registration) (5/10) 
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Industry Report
Advisers increasingly use virtual technology, offices
More financial advisers are setting up virtual practices because doing so enables them to travel, live outside major cities, save money on brick-and-mortar office expenses and reduce the need to ask clients to travel to meetings, writes columnist Jeff Benjamin. A 2017 InvestmentNews study found 64% of firms already use videoconferencing software for client and internal communication.
InvestmentNews (tiered subscription model) (5/12) 
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Life spans shorten after sudden loss of savings, research finds
The sudden loss of 75% of a person's retirement savings increases his or her chances of dying within 20 years by 50%, but the consequences of never saving anything are worse, according to a study in the Journal of the American Medical Association. People who have never accumulated any significant retirement savings are 67% more likely to die within 20 years, the study found.
The Wall Street Journal (tiered subscription model) (5/11) 
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Experts: Know the tax implications of annuities before buying
People considering buying an annuity should consider the tax consequences, experts say. Qualified annuities are those bought with pre-tax money, and payments will be fully taxable, but buying an annuity within a Roth individual retirement account or Roth 401(k) could result in tax-free payments.
CNNMoney (5/11) 
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FPA News
Let your voice be heard at the 5th Annual FPA Advocacy Day in Washington, D.C.!
Take part in the 5th Annual FPA Advocacy Day June 6-7 in Washington, D.C., to advocate for policies that will elevate the practice of financial planning while further positioning FPA as a leading voice on policy issues that impact the financial planning community. This is your time to meet with those who have influence over your profession. Let YOUR voice be heard! Register today and also take part in a special half-day symposium on the SEC's proposed best interest standard and CFP Board's new Standards of Professional Conduct.
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Start getting media attention through FPA: Sign up for media training in 2018
FPA is hosting its next All-Member Virtual Media Training on Thursday, May 17, from 4 to 5:30 p.m. ET. These complimentary trainings are open to all FPA members, and CFP® professional members who attend will qualify to take part in FPA MediaSource, where they can respond to reporter queries. Augment your visibility with FPA! Learn more about how you can ace your next media interview and sign up for a training session today.
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