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How tax knowledge raises advisers' value propositions

FPA SmartBrief | May 01, 2015

Many clients already have a CPA, so why should their financial adviser take a look at their taxes? Familiarity with the tax code raises advisers' value proposition and allows them to lead a client's team of advisers, writes Mike Patton, president of Integrity Wealth Management, who outlines several important parts of the IRS Form 1040. ThinkAdvisor (04/29)


Consultant: Financial industry should use more powerful words, images

FPA SmartBrief | May 01, 2015

Poll: 42% of financial professionals favor index funds

FPA SmartBrief | May 01, 2015

Senator demands answers on perks for retirement advisers

FPA SmartBrief | May 01, 2015

Rethinking the best approach to accessing retirement income

FPA SmartBrief | May 05, 2015

Nearly 25% of oldest retirees die with less than $10,000, study finds

FPA SmartBrief | May 01, 2015

Research delves into how men and women invest

FPA SmartBrief | May 05, 2015

Advisers help others, refine skills through pro bono work

FPA SmartBrief | May 05, 2015

FPA Annual Conference -- BE Boston 2015 schedule now online

FPA SmartBrief | May 05, 2015

Compliance-friendly lead generation for FPA members

FPA SmartBrief | May 05, 2015


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Compliance-friendly lead generation for FPA members

FPA SmartBrief | May 05, 2015

FPA Annual Conference -- BE Boston 2015 schedule now online

FPA SmartBrief | May 05, 2015

Be a leader in your profession -- consider serving on the 2016 FPA Board of Directors

FPA SmartBrief | May 01, 2015

Young planners: Register for the FPA NexGen Gathering

FPA SmartBrief | May 01, 2015

How does your compensation stack up?

FPA SmartBrief | Apr 28, 2015




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Designed specifically for financial planners, FPA SmartBrief is a FREE 2x/week e-mail newsletter. It provides updates on retirement and investment savings, a weekly market report, practice management tips and policy news, in addition to the latest news and events from the FPA. Learn more

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