Most Clicked FPA SmartBrief Stories


1. Research: Utility model supports case for rising equity glide paths

FPA SmartBrief | May 26, 2015

A study that recalibrated performance based on a utility model has confirmed previous findings that rising equity glide paths can improve returns, or produce the same returns, as static allocations. The study by Luke Delorme, research fellow at the American Institute for Economic Research, also found that withdrawal amounts matter more for optimal utility outcomes than asset allocation. Journal of Financial Planning (05/2015)


2. Good leaders ask questions

FPA SmartBrief | May 26, 2015

Good leaders should be asking questions instead of making declarations, says Mark Moses, founding partner of CEO Coaching International. "Your team doesn't want to be told what to do," he said. "They want to know the broad direction, then use their skills to come up with solutions to your penetrating questions." Financial-Planning.com (05/21)


3. Retirement spending accounts offer twist on annuities

FPA SmartBrief | May 26, 2015

A retirement spending account from Natixis Global Asset Management is designed to make regular, predictable payments to retirees in much the same way as annuities. The accounts do not guarantee lifetime income, however. Other companies are also expected to launch new retirement products. Bloomberg (05/19)


4. Keep your personal, professional social media lives separate

FPA SmartBrief | May 26, 2015

Social media posts are cataloged forever, so create a business page on Facebook for your firm to separate your clients from photos of you with your college pals, writes Kellie Gibson of Advisor Websites. Use separate Twitter accounts if you want to tweet about an unusual personal interest unrelated to your work, she suggests. Journal of Financial Planning online (05/21)


5. House passes bill seeking to boost military financial literacy

FPA SmartBrief | May 26, 2015

The House has approved legislation that would provide $400 million over five years for better financial literacy training for those in the military. Suicides among service members represent about one-fifth of all U.S. suicides, and financial stress can be a contributing factor. The measure shows that the military is "serious about the necessity of financial readiness," said Omega Hartman, head of FPA's pro bono programs. Financial-Planning.com (05/21)


6. 10 questions with Dan Candura, FPA Annual Conference ethics trainer and speaker

FPA SmartBrief | May 26, 2015

The Journal of Financial Planning recently spoke with Dan Candura, CFP, about what he learned as a career-changer, his advice for sole practitioners and his hope for the future of the profession. Read the Journal article, listen to the podcast and attend Candura's ethics training during the FPA Annual Conference -- BE Boston 2015, Sept. 26-28. View the full Annual Conference schedule.


7. Finding a public relations partner who understands your firm

FPA SmartBrief | May 26, 2015

A public relations partner can help a firm build credibility, writes Duncan Rolph, managing director of Miracle Mile Advisors. His firm learned from missteps in selecting its first PR partner, and the second time around, it looked on LinkedIn for an individual who had experience with financial advisers and understood the industry and its regulatory constraints. The Wall Street Journal (tiered subscription model) (05/21)


8. Corrective distributions required for over 54,000 401(k) plans

FPA SmartBrief | May 26, 2015

More than 54,000 401(k) plans had to make corrective distributions in 2013, returning money to highly compensated participants who contributed at higher rates than others, finds a study by Judy Diamond Associates. Financial advisers prospecting for 401(k) business might consider suggesting that plans offer retirement education programs and improve savings incentives, said Eric Ryles, managing director of ALM Financial Intelligence. ThinkAdvisor (05/22)


9. Learn about FPA Business Success Partner Peak Advisor Alliance

FPA SmartBrief | May 26, 2015

One of three FPA Business Success Partners, Peak Advisor Alliance, is the country's leading financial adviser coaching and resources program. Peak Advisor Alliance is helping FPA members build more profitable businesses, provide better client service and live a principled and fulfilled life. FPA members enjoy $250 off initial setup fees and have the opportunity to meet with Peak's coaching staff at the FPA Annual Conference -- BE Boston 2015 in September. Learn more.


10. Tough times never last, but tough people do.

FPA SmartBrief | May 26, 2015

Robert Schuller,
clergyman, writer and motivational speaker




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