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Say no to managing a portion of a client's wealth

FPA SmartBrief | Jul 19, 2016

A prospect once asked Don Reichert, president of CDA Group, to manage $2 million of the prospect's much larger estate. Reichert said no, arguing that he could not ensure the prospect was well-served if he couldn't see the big picture. Financial Advisor IQ (free registration) (07/15)


Labor to offer guidance on fiduciary rule, official says

FPA SmartBrief | Jul 22, 2016

Don't blow an introduction by focusing on yourself

FPA SmartBrief | Jul 22, 2016

Good advisers give clients confidence

FPA SmartBrief | Jul 19, 2016

More states working to shift long-term care to home setting

FPA SmartBrief | Jul 19, 2016

Encryption helps keep client data safe, experts say

FPA SmartBrief | Jul 19, 2016

Study: Profit up at registered investment advisory firms

FPA SmartBrief | Jul 19, 2016

Exec: Fees aren't always better for consumers than commissions

FPA SmartBrief | Jul 19, 2016

Report: Pre-retirees must save longer than current retirees did

FPA SmartBrief | Jul 22, 2016

Wells Fargo to add automated investing platform

FPA SmartBrief | Jul 22, 2016


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Maximize your online visibility with FPA PlannerSearch

FPA SmartBrief | Jul 22, 2016

Get help navigating the DOL fiduciary rule at the FPA Annual Conference!

FPA SmartBrief | Jul 22, 2016

From the FPA Member Advantage Program: Leading succession planning resource for FPA members

FPA SmartBrief | Jul 19, 2016

Get your ethics CE at the FPA Annual Conference

FPA SmartBrief | Jul 19, 2016

Access exclusive FPA member benefits today

FPA SmartBrief | Jul 15, 2016




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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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