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December 18, 2012
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A weekly digest of news and industry updates for the financial planning community

  Top Story 
  Policy Watch 
  Practice Management 
  Industry Report 
  • Life insurance can have unconventional payoffs
    Many people think of life insurance as a necessary investment for those with young children or new mortgages, but advisers suggest thinking of life insurance policies -- even term policies -- as a way to maximize pension or Social Security benefits or as part of estate planning. CNBC (12/13) LinkedInFacebookTwitterEmail this Story
  • U.S. college savings plans come up short on transparency
    The 529 plans many American families depend on for tax-free savings to be applied to higher education offer little transparency, something the Municipal Securities Rulemaking Board is trying to remedy by compiling a readily accessible performance database. "The MSRB wants to ensure that 529-plan investors have the information necessary to make informed decisions -- especially for something as vital as saving for a child's education. A comprehensive database of 529-plan information will help us achieve this goal," said MSRB Chairman Jay Goldstone. The Wall Street Journal (12/14) LinkedInFacebookTwitterEmail this Story
  • Other News
  FPA News 
  • Register today to attend FPA Business Solutions 2013!
    Join us March 7 to 9 in Chicago for FPA's premier practice management and technology conference. This unique conference provides a forum allowing firm owners, technology companies, consultants, support staff and advisers to interact and share their challenges and solutions. Save $100 by registering for this conference before Jan. 25. Visit for more information and to register now! LinkedInFacebookTwitterEmail this Story
  • Find out how you can be part of FPA's PlannerSearch at no cost!
    Eligible FPA members who are CFP professionals and meet key criteria can receive a free listing on FPA's PlannerSearch, an exclusive FPA program that can help you build your prospective client database. This tool allows consumers to perform a nationwide search for CFP certificant planners, or they can sign up to be contacted directly. This free service can generate additional business for your firm -- why wait? LinkedInFacebookTwitterEmail this Story
  Editor's Note 
  • FPA SmartBrief will not publish Dec. 25 or Jan. 1
    In observance of the Christmas and New Year's holidays, FPA SmartBrief will publish on Thursdays instead of Tuesdays for the next two weeks. Enjoy the holidays! LinkedInFacebookTwitterEmail this Story
We should be taught not to wait for inspiration to start a thing. Action always generates inspiration. Inspiration seldom generates action."
--Frank Tibolt,
American author

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