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Advisory firms' fees under pressure, survey finds

FPA SmartBrief | Sep 27, 2016

Fees fell at 90% of investment advisory firms last year, a survey from the Money Management Institute and Dover Financial Research indicates. All-in fees for management accounts were down 6% to 10%, according to 39% of those surveyed. InvestmentNews (09/23)


Marketing to clients who want limited help

FPA SmartBrief | Sep 23, 2016

Buie offers insight on the life cycle of a practice

FPA SmartBrief | Sep 27, 2016

Clinton's revamped estate tax proposal would raise top rates

FPA SmartBrief | Sep 23, 2016

Advisers add value by combining data insights, counseling

FPA SmartBrief | Sep 27, 2016

Fiduciary rule could cut mutual fund fees

FPA SmartBrief | Sep 27, 2016

Investors shouldn't fear this election, adviser says

FPA SmartBrief | Sep 23, 2016

Simple steps to mitigate cybersecurity risks

FPA SmartBrief | Sep 23, 2016

Study: Advisers without wealthy upbringing get higher returns

FPA SmartBrief | Sep 27, 2016

Hackers comb email for personal data, experts say

FPA SmartBrief | Sep 27, 2016


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Check out the FPA Annual Conference – BE Baltimore 2016 recap

FPA SmartBrief | Sep 27, 2016

Win an RICP scholarship from FPA and The American College

FPA SmartBrief | Sep 27, 2016

Do you have a connection to the military?

FPA SmartBrief | Sep 23, 2016

Get the help you need with the FPA Professional Services Directory online

FPA SmartBrief | Sep 23, 2016

Sign up for FPA All-Member Virtual Media Training on Sept. 29

FPA SmartBrief | Sep 20, 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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