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January 8, 2013
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A weekly digest of news and industry updates for the financial planning community

  Top Story 
  Policy Watch 
  • Lawmakers prepare to face off on taxes, debt ceiling
    Democrats and Republicans are outlining their positions as they head into the next round of fiscal policy debates. Democrats are warning Republicans not to use the nation's debt ceiling as a negotiating strategy, and President Barack Obama has called for tax increases to accompany spending cuts. Republicans say they want to see cuts to entitlement programs in exchange for a higher debt limit. The New York Times (tiered subscription model) (1/5) LinkedInFacebookTwitterEmail this Story
  • Other News
  Practice Management 
  • Strategies for filling the prospect pipeline
    Requesting direct introductions, hosting social events and giving away prizes are some of the ways advisers can obtain referrals, writes Robert Sofia, chief operating officer of Platinum Advisor Strategies. Investing in a Web presence and talking about referrals at every meeting are others. "The bottom line is that if you want to build a referral-based practice, you can't rely on a single source for referrals," Sofia writes. Financial-Planning.com/Going Platinum blog (1/3) LinkedInFacebookTwitterEmail this Story
  Industry Report 
  • How estate-tax changes will affect life insurance sales
    Had lawmakers failed to reach a "fiscal cliff" solution, the estate-tax exemption would have reset to a lower threshold and the tax rate would have jumped, giving agents and advisers selling life insurance a new sales strategy. While that didn't happen, life insurance remains a good investment, some say. "Estate planning isn't estate-tax planning," says Jim Swink of Raymond James Insurance Group. InvestmentNews (free registration) (1/3) LinkedInFacebookTwitterEmail this Story
  • Financial advisers expect wealthy to reduce spending
    Wealthy taxpayers are likely to scale back their spending and look for opportunities to defer income now that the "fiscal cliff" has been averted, financial advisers say. Individuals with taxable income of more than $400,000 a year and households with more than $450,000 in such income face the biggest tax increase. Reuters (1/6) LinkedInFacebookTwitterEmail this Story
  • U.S. economy may have hidden strength
    A number of economists and investors say the U.S. economy is set to post stronger growth in the coming years, in part because of consumer de-leveraging over the past five years. Also in its favor is a declining dependence on foreign energy and an expected rebound in manufacturing over the next decade. Financial Advisor online (1/4) LinkedInFacebookTwitterEmail this Story
  FPA News 
  • Apply now for FPA Diversity Scholarship to attend FPA Business Solutions 2013
    Submit your application now for an FPA Diversity Scholarship to attend FPA Business Solutions 2013. Scholarship awards include one-year FPA membership and chapter dues, admission to the conference (March 7 to 9), and some travel expenses. Criteria for applicants include raising awareness of the profession in diverse communities, serving diverse communities with financial planning, and increasing professional opportunities for diverse communities within the financial planning profession. Apply now! LinkedInFacebookTwitterEmail this Story
  • Build your business in the new year
    Let FPA do the work for you! Sign up for a FREE listing on FPA's PlannerSearch to showcase your practice to thousands of consumers who use FPA PlannerSearch each year. Eligible FPA members who are CFP professionals and meet key criteria can receive a free listing. To learn more about how to build your prospective client base, visit FPA PlannerSearch. LinkedInFacebookTwitterEmail this Story
  SmartQuote 
If money be not thy servant, it will be thy master. The covetous man cannot so properly be said to possess wealth, as that may be said to possess him."
--Francis Bacon,
British author and statesman


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