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November 27, 2012
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A weekly digest of news and industry updates for the financial planning community

  Top Story 
  Policy Watch 
  • FINRA renews effort to gain oversight of financial advisers
    The Financial Industry Regulatory Authority has kicked off another campaign to take over supervision of financial advisers from the Securities and Exchange Commission. Thomas Selman, FINRA's executive vice president of regulatory policy, argued at a recent industry conference that the organization is the best one to regulate advisers. Reuters (11/21) LinkedInFacebookTwitterEmail this Story
  • Planners advise investors to prepare for 3.8% tax
    High-income earners should start planning for the 3.8% tax on investment income that will go into effect Jan. 1 as part of the 2010 Affordable Care Act, advisers say. "High earners don't understand the impact. I have one client, a very high net worth individual with a lot of investment interest, who may owe $1.3 million more," said Joseph Perry, partner-in-charge of tax and services for Marcum. AdvisorOne (11/20) LinkedInFacebookTwitterEmail this Story
  • Other News
  Practice Management 
  • Expert: Best to plan for taxes on a yearly basis
    The latest round of anxiety-inducing tax talks underscores that the most effective way to plan for taxes is on a year-by-year basis, writes John Kilroy, a senior wealth planner for Vanguard Asset Management Services. "For clients, finding the patience needed for this review can be a challenge, because many people want specific answers about a specific proposed transaction or event," he writes. Journal of Financial Planning (11/2012) LinkedInFacebookTwitterEmail this Story
  Industry Report 
  • Fixed-income investments are popular, but increasingly risky
    Some $300 billion will be invested in bond funds this year, more than the totals posted for 2010 and 2011, according to Strategic Insight. Fixed-income investments, however, are viewed as increasingly risky, says Michael Gitlin, director of fixed income at T. Rowe Price Group. Yields have become too low for the credit risks, he says. InvestmentNews/The INsider blog (free registration) (11/21) LinkedInFacebookTwitterEmail this Story
  • Companies issue one-time dividends before tax increase
    Companies are paying special dividends at four times the rate of 2011, according to a Bloomberg analysis. Over the past six weeks, 59 companies in the Russell 3000 have offered one-time cash payments to shareholders, compared with about 15 in the same period last year. The pending tax rate increase on dividends is the driver. Financial Advisor online/Bloomberg (11/19) LinkedInFacebookTwitterEmail this Story
  FPA News 
  • FPA Connect Mobile App
    FPA's online community just got more valuable. You can now follow community conversations and reply from the convenience of your phone or tablet. Go to your app store and search "FPA Connect" for the free download. Want to learn more? Join us for a training at 2 p.m. ET today, Tuesday, Nov. 27. Missed it? You can click the same link to access the recorded archive. Forgot what your member ID or password is? Visit FPA's website for a quick reminder. (FPA membership required.) LinkedInFacebookTwitterEmail this Story
  SmartQuote 
The most exhausting thing in life is being insincere."
--Anne Morrow Lindbergh,
American author and aviator


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