October 28, 2021
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Top News
Social Security claiming strategies are a good place to start when developing holistic financial planning, writes Martha Shedden of the National Association of Registered Social Security Analysts. A holistic approach can allow advisors and clients to manage tax implications that accompany the combination of required minimum distributions and Social Security income.
Full Story: ThinkAdvisor (free registration) (10/26) 
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Empower delivery of the best customer experience
Enabling contact center sales and service employees with an intuitive and guided digital experience is critical. Especially now, in our distributed workplaces, the experience can't be great if it's not personal and relevant. Find out how to provide employees with context, guidance, collaboration, and support for a great customer experience, every time during this upcoming webinar. Register Now
Policy Watch
The Commerce Department's initial estimate of third-quarter economic growth, due for release today, is expected to show a decline in growth for the first time in over a year, largely because of the Delta coronavirus variant. "Delta is the biggest reason why we have this noticeable deceleration," Moody's Analytics economist Ryan Sweet says, but there is evidence growth began to revive in September as the effect of the variant faded.
Full Story: Reuters (10/28),  The New York Times (10/28),  U.S. News & World Report (10/27) 
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Building Your Business
Some millennials say they have accumulated nest eggs in the past 18 months as a result of paused student loan repayment and other factors, according to a New York Life report. A majority of millennials and members of Generation Z indicated their savings had made them more open to receiving financial advice.
Full Story: ThinkAdvisor (free registration) (10/26) 
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Featured Content
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    Financial Products & Markets
    Yields on 10- and 30-year Treasurys have suffered the steepest declines since July amid concerns about how well the economy would manage tapering of asset purchases and interest-rate increases. However, shorter-dated instruments have continued to trade well, with a sale of 5-year Treasurys netting $61 billion.
    Full Story: MarketWatch (tiered subscription model) (10/27),  CNBC (10/26) 
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    For Your Clients
    Medicare's fall enrollment season is underway and will continue until Dec. 7, meaning beneficiaries have a chance to review coverage and make changes. Enrollees should consider factors related to Medicare Part D, Advantage plans and other issues.
    Full Story: Morningstar (10/20) 
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    Retirement Focus
    The 4% rule for managing retirement withdrawals might be straightforward, but it also overlooks realistic spending trends and could prevent clients from optimizing the use of their assets, writes Johnny Poulsen of Income Lab. "Income distribution is the most complex aspect of the retirement puzzle," notes Poulsen, who adds that it's also one of the best ways for advisors to add value.
    Full Story: Advisor Perspectives (10/25) 
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    FSI Member News & Events
    FSI Forum: Now VIRTUAL + FREE!
    To ensure everyone's health and safety, and to provide all with the opportunity to reconnect with advisors and firm executives from across the country, FSI Forum 2021 is now entirely virtual and complimentary for all attendees! Join us wherever you are Nov. 2-4 for engaging sessions on the issues affecting the independent financial-services industry right now and live interaction and networking with speakers and your peers. Register now!
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    Winter had stretched Long chill fingers into the brown, streaming hair Of fleeing October.
    Alice Dunbar Nelson,
    poet, journalist, political activist
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    About FSI
    FSI was formed in January 2004 as an advocacy and membership organization for independent financial services firms and independent financial advisors. We provide insight, information, influence, and involvement--all in support of our mission to provide visibility, credibility, and an improved regulatory environment for the independent channel. Learn more at financialservices.org
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