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February 26, 2013
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A weekly digest of news and industry updates for the financial planning community

  Top Story 
  Policy Watch 
  • Former SEC execs say FSOC shouldn't interfere on money funds
    As the Financial Stability Oversight Council pressures the Securities and Exchange Commission to adopt rules for money market funds, a group of former SEC chairmen, commissioners and senior staff is asking the FSOC to take a step back. In a letter, the former officials ask the FSOC to "respect the jurisdiction, independence, subject-matter expertise and regulatory processes" of the SEC. Reuters (2/21) LinkedInFacebookTwitterEmail this Story
  Practice Management 
  • How to do search engine optimization the right way
    In your quest to make your website popular on search engines, don't lose sight of customers, writes marketing trainer Kristin Harad. "Create every facet of your website with your ideal client in mind," she writes. "It's the best way to demonstrate the value you can provide to prospects and will actually help you perform better in search rankings." Other tips include setting specific SEO goals and giving every page a title tag. Management Center blog (2/19) LinkedInFacebookTwitterEmail this Story
  • Watch out for these self-defeating patterns in clients
    Recognizing negative patterns of financial behavior in clients can help you be more effective as an adviser, writes Michael M. Pompian. Three types of clients whose behaviors work against their best interests are those who chase popular investments without a strategy, those who treat investing like gambling and those whose fear of losing money keeps them from taking appropriate risks. Morningstar Advisor (2/2013) LinkedInFacebookTwitterEmail this Story
  Industry Report 
  • Kitces: LTC insurance is moving to gender-based pricing
    Gender-based pricing for long-term-care insurance policies, in which women pay 20% to 40% more in premiums, could well be an industry standard by the end of the year, writes Michael Kitces. Genworth is expected to begin issuing policies priced along gender lines in April, with other providers expected to follow suit. In this post, Kitces offers planning tips for gender-based pricing. Nerd's Eye View blog (2/20) LinkedInFacebookTwitterEmail this Story
  • SEC's Aguilar wants faster technology-rules adoption
    Regulators should accelerate adoption of rules intended to avert technological glitches from disrupting markets, says Securities and Exchange Commission member Luis Aguilar. "The commission needs to do much more to update our regulatory framework and ensure that our capital markets develop and maintain systems with sufficient capacity, integrity, resiliency, availability, and security," Aguilar says. Reuters (2/22) LinkedInFacebookTwitterEmail this Story
  • Older Americans struggle with credit card debt, study finds
    Credit card balances average $8,278 for some low- and middle-income baby boomers, according to a study by Demos. The study found that those under 50 with the same income and debt characteristics owed an average of $6,258 on credit cards. Boomers surveyed said they use their credit cards for groceries, utilities, medical costs and helping other family members. Reuters (2/19), MarketWatch/Encore blog (2/20) LinkedInFacebookTwitterEmail this Story
  • More financial advisers work in teams
    Last year, nearly 70% of advisers were working in a group structure instead of in a solo practice, according to Cerulli Associates. That was up from 61% the previous year. The strategy of teaming up is becoming more popular because advisers can specialize in their particular strengths and still be part of a broader practice, Cerulli officials say. (2/21) LinkedInFacebookTwitterEmail this Story
  FPA News 
  • Equip yourself for documentation compliance
    Between the need to be compliant with regulations and the need to protect client information, the question of documentation can be more important and confusing than ever. Join us Wednesday at 2 p.m. Eastern time for a webinar, sponsored by CopyTalk, that will equip you to evaluate your options. LinkedInFacebookTwitterEmail this Story
Kindness is loving people more than they deserve."
--Joseph Joubert,
French writer

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