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Are you asking clients the right questions on Social Security?

FPA SmartBrief | Feb 20, 2015

Individual investors can't properly analyze the approximately 8,000 claiming strategies for Social Security, so they need help from advisers to get the maximum benefit. Advisers often give the traditional advice of waiting as long as possible before filing, but insiders offer a list of specific questions to ask and issues to consider when incorporating Social Security into a comprehensive financial plan. Financial-Planning.com (02/17)


President advocates for fiduciary rule for brokers

FPA SmartBrief | Feb 24, 2015

Firms consider incorporating digital advice platforms

FPA SmartBrief | Feb 20, 2015

Understanding duration and convexity as interest rates rise

FPA SmartBrief | Feb 20, 2015

Hoping to reach millennials? Show that you understand their lives

FPA SmartBrief | Feb 24, 2015

LTC insurance rates have risen 9% on average, report says

FPA SmartBrief | Feb 24, 2015

Brokers may face fiduciary standard

FPA SmartBrief | Feb 20, 2015

Excessive-fee 401(k) lawsuit settles for record $62M

FPA SmartBrief | Feb 24, 2015

Racial gap in retirement savings is widening, study finds

FPA SmartBrief | Feb 20, 2015

Experts: Performance from low-volatility ETFs may not be as expected

FPA SmartBrief | Feb 24, 2015


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Free media training for FPA members in 2015

FPA SmartBrief | Feb 24, 2015

FPA's Annual Conference online registration is now open

FPA SmartBrief | Feb 24, 2015

Jump-start your career

FPA SmartBrief | Feb 20, 2015

Call for applications: FPA Diversity Scholarship to attend FPA Retreat

FPA SmartBrief | Feb 20, 2015

FPA Retreat conference call/webinar recording now available

FPA SmartBrief | Feb 17, 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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