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September 25, 2012
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A weekly digest of news and industry updates for the financial planning community

  Top Story 
  Policy Watch 
  • Bipartisan group of senators works on budget solution
    Several Democratic and Republican senators are working on a bipartisan measure to rein in the deficit. They plan to offer a proposal, much of it based on the Simpson-Bowles deficit-cutting commission of 2010, during Congress' lame-duck session at the end of the year. Bloomberg (9/20) LinkedInFacebookTwitterEmail this Story
  Practice Management 
  • How to use your local newsstand to focus a marketing campaign
    Financial planners looking to hone the focus of their next marketing campaign should consider examining magazines aimed at their desired demographic, writes Kristin Harad. Each magazine's media kit will provide interesting facts about its readership, which will help build a profile. "Now, with clarity on the type of client you want to attract, you can evaluate each new marketing spend or effort against your profile," she writes. Management Center blog (9/20) LinkedInFacebookTwitterEmail this Story
  • Personal finance discipline is for the long term
    Crash diets and financial planning based on chasing the latest trends have a lot in common, writes Chip Workman. Focusing on one "hot" investment trend and then abandoning it when it doesn't deliver is a lot like losing weight quickly on a fad diet and then regaining it all and more when it's over. Personal finance money management is a marathon, not a sprint. "Once you're on track, it takes patience, determination and discipline to stay there." All Things Financial Planning blog (9/19) LinkedInFacebookTwitterEmail this Story
  Industry Report 
  • Report: Retirement income can rise 29% with efficient investment
    Individuals can realize an additional 29% in retirement-plan income by analyzing total asset allocation, annuity allocation, tax-efficient investment strategies and other aspects of "gamma-efficient investing," according to Morningstar. The report identifies five factors that help define a successful retirement plan. AdvisorOne (9/20) LinkedInFacebookTwitterEmail this Story
  • Boutique wealth management firms favored over Wall Street giants
    High-net-worth investors prefer boutique wealth management firms over Wall Street giants, according to Luxury Institute's latest Wealth Management Luxury Brand Status Index. Quality, exclusivity, social status and ability to deliver special client experiences were among the reasons. Brown Brothers Harriman, Boston Private Bank and Trust, Neuberger Berman Private Asset Management and Bessemer Trust were among the top ranked. AdvisorOne (9/20) LinkedInFacebookTwitterEmail this Story
  • Even TIPS aren't safe from inflation
    The Federal Reserve Bank's latest round of quantitative easing is stoking fears of inflation. No asset classes outperform the CPI -– that is, inflation -– 100% of the time, Jason Kephart reports. Even Treasury Inflation Protected Securities, or TIPS, only outperformed the CPI 80% of the time. InvestmentNews (free registration) (9/20) LinkedInFacebookTwitterEmail this Story
  FPA News 
  • It's Never Too Late! FPA Experience 2012 On-site Registration is Available!
    Didn't register online? No problem -- you can register on-site. Registration will be set up at the entrance to the Exhibit Hall beginning at 10 a.m. Friday and will be open every day that FPA Experience 2012 is running. Want more information on the educational sessions? Check out the full conference schedule. LinkedInFacebookTwitterEmail this Story
  • Financial Planning Week is Fast Approaching!
    FPA's Financial Planning Week is less than two weeks away! With your help, we hope to touch thousands of Americans on the value of financial planning and encourage them to take action to create sound financial plans. Join in our celebration! To learn more, contact Ryanne Enyeart or visit LinkedInFacebookTwitterEmail this Story
Even if you fall on your face, you're still moving forward."
--Victor Kiam,
American businessman

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