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March 14, 2013
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Advocating Direct Investments through Education

  Top Stories 
  • Deals for nonlisted REITs pick up as deadlines approach
    A rebound in the property market is generating activity among nonlisted real estate investment trusts, as many companies come up against deadlines to return money to investors. "All indications are that investment bankers will be very busy. There will be mergers and acquisitions, there will be [initial public offerings] and there will be secondary offerings," said Daniel Goodwin, chairman and CEO of The Inland Real Estate Group of Cos., the largest sponsor of nonlisted REITs. Bloomberg Businessweek (3/7) LinkedInFacebookTwitterEmail this Story
  Policy Update 
  • FINRA's bonus proposal gains support of big brokerages
    The four biggest retail brokerages are all supporting the Financial Industry Regulatory Authority's new plan to mandate that brokerages disclose to clients any "enhanced compensation" they pay to brokers. The comment period for the rule ended last week, although it must be approved by the Securities and Exchange Commission before it can become law. The Wall Street Journal (3/11) LinkedInFacebookTwitterEmail this Story
  • Fiduciary rule is seen as key SEC consideration for White
    Mary Jo White has outlined her priorities for the Securities and Exchange Commission, including a focus on a fiduciary rule for investment advisers and broker-dealers, before the Senate banking committee. White, President Barack Obama's nominee to lead the SEC, also highlighted a need for the agency to strengthen its enforcement role and complete Dodd-Frank Act rules. AdvisorOne (3/11) LinkedInFacebookTwitterEmail this Story
  Industry News 
  • U.S. ranks 19th on index of retirement quality
    The cost of health care and the government's diminishing ability to support retirees resulted in a U.S. ranking of 19th on the Natixis Global Retirement Index, which measures quality of life. Norway and Switzerland were among several European nations, as well as Japan, that outranked the U.S. In contrast to many other countries, "in the U.S., we encourage workers to plan, save and invest, and promote policies that help them meet their future needs," said John Hailer of Natixis Global Asset Management. Financial Advisor online (3/7) LinkedInFacebookTwitterEmail this Story
  Income Planning 
  • The ins and outs of asset-location prioritization
    An increase in retirement-savings vehicles for taxpayers invites a discussion of not which asset classes should be owned and in what amounts but where those asset classes should be held, Michael Kitces writes. Studies indicate that good asset location can average about 20 basis points of "free" return and as much as 52 basis points for retirees. "[T]he benefits of asset location are becoming so recognized that a new array of low-cost variable annuities are coming to the marketplace to serve as an asset location vehicle by allowing clients to 'buy' tax deferral buckets for a reasonable price," Kitces writes. Nerd's Eye View blog (3/6) LinkedInFacebookTwitterEmail this Story
  • Survey: Advisers recommend mutual funds most often
    A survey of 300,000 financial professionals by Advisors Perspective found that mutual funds are the most commonly recommended investments, followed by common stocks, exchange-traded funds and variable annuities. Half of the surveyed advisers said they recommend real estate to clients, while 37% recommend fixed annuities, the survey found. National Underwriter Life & Health (3/7) LinkedInFacebookTwitterEmail this Story
  Business Best Practices 
  • Why content marketing works for financial services
    Marketing veteran Angela Long details five reasons content marketing fits naturally with financial services. For example, customers want to know that financial-services firms understand them and their businesses. "Demonstrating your expertise through your content will build on your client's confidence in you," she writes. Reputation Capital Media Services (3/7) LinkedInFacebookTwitterEmail this Story
  IPA Member Information 
  • Be part of something big!
    The IPA 2013 Spring Conference: Investor Focused Innovation is scheduled May 8 to 10 at the Capital Hilton in Washington, D.C. Room block for hotel rooms ends April 16! Our agenda is shaping up to be the best yet! Register! LinkedInFacebookTwitterEmail this Story
Learn more about IPA ->IPA Home Page  |  Conferences  |  Education  |  Advocacy

  SmartQuote 
Humor is just another defense against the universe."
--Mel Brooks,
American actor and film director


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