5 tips for success in 2019 | 10 things to know about estate planning | Using reverse mortgages to help with retirement
March 15, 2019
FPA SmartBrief
A digest of news and industry updates for the financial planning community
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5 tips for success in 2019
To avoid being overwhelmed and to maintain a long view of your work, try breaking down big goals into smaller tasks and considering larger industry trends, writes Michael Byrnes of Byrnes Consulting. Other tips for success this year: Clearly define employees' roles, choose key performance indicators and remain flexible.
Journal of Financial Planning online (3/12) 
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Artificial Intelligence
Assessing AI investments? Focus on value creation, value realization and defensibility. Learn More.
Practice Management
10 things to know about estate planning
People should regularly review estate-planning strategies, but it is even more important to do so after changes to tax law, write planning experts Robert Bloink and William Byrnes. They share 10 estate planning tax facts everyone should know for 2019.
ThinkAdvisor (free registration) (3/11) 
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Using reverse mortgages to help with retirement
More people are warming to the idea of using reverse mortgages as a retirement-planning tool, as they can help improve cash flow and offer an alternative to withdrawing from investment accounts in a down market. Sarah Max reviews these and other benefits of reverse mortgages, as well as some of the drawbacks.
Barron's (free access for SmartBrief readers) (3/10) 
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Content marketing can help improve firm's reputation, expert says
Content marketing involves creating an "informative resource" that can improve a firm's reputation among clients and prospects, Sheryl Rowling of Morningstar writes. She offers two examples of her content marketing projects -- a benefits guide for employees of a local business and an entertaining book on financial basics.
InvestmentNews (tiered subscription model) (3/11) 
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Should you address your pregnancy with prospects and clients?
A female firm owner asks practice-management consultant Beverly Flaxington whether she should address her pregnancy with prospects and clients, even though she plans to work through pregnancy and to return soon afterward. Flaxington, a mother of several children, suggests no; if you continue to follow through on commitments to clients, "it shouldn't matter to them whether you have one baby or many."
Advisor Perspectives (3/12) 
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Mobile Device Usage is a Threat to Data Security
74% of global IT leaders reported a data breach due to a mobile security issue. Discover how cybersecurity is shifting to meet the needs of a mobile world, and why it's critical to not fall behind. Learn how to protect your organization from mobile threats in The Convergence of InfoSec & Mobile.
Policy Watch
Law firm provides look at 7 states with fiduciary proposals
Seven states have proposed laws, regulations or requirements imposing a fiduciary or best-interest standard on financial professionals that are in various stages of development. The Best Interest Compliance Team at the Drinker Biddle law firm provides an overview of each.
401(k) Specialist (3/11) 
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Industry Report
US consumer prices edged up last month
The consumer price index in the US rose 0.2% in February, after no change for three months. The increase was driven largely by rent, gasoline and food.
Reuters (3/12) 
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Wealth-management apps get low scores in survey
A J.D. Power survey found that clients are generally dissatisfied with mobile apps provided by wealth-management firms, ranking them well below those of banks and credit card companies. The survey found that only about a quarter of wealth-management clients use the app offered by their firm.
InvestmentNews (tiered subscription model) (3/11) 
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Study: Millennials receptive to annuities, scared of taxes
Recent research by Nationwide Advisory Solutions discovered that millennial investors are less resistant to structured products like annuities than older generations. The study also showed millennials listed taxes as the biggest financial concern.
Financial Advisor online (3/12) 
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Survey: Many women feel advisers treat them differently
According to a New York Life Investments survey, 31% of women who were separated, divorced or widowed said they felt patronized by advisers. And 44% of women who are primary household breadwinners said they believe advisers treat women differently.
PlanAdviser online (3/11) 
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FPA News
Deadline Approaching: FPA Diversity Scholarship to attend FPA Retreat
Applications are due March 29 for an FPA Diversity Scholarship to attend FPA Retreat 2019 in La Jolla, Calif. Scholarship awards include one-year FPA membership, conference admission, chapter dues, and travel expenses. Criteria includes raising awareness of the profession in diverse communities; serving diverse communities within financial planning; and increasing professional opportunities for diverse communities within the profession. Apply now.
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Advicent can help determine the best FinTech solutions for your planning process
FPA members save 20% on NaviPlan®, Profiles™, and Advisor Briefcase® from Advicent. Thousands of financial professionals, including dozens of the world's largest financial institutions, use Advicent's technology to help build their foundation for success. Save today.
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The Financial Planning Association® (FPA®) is the principal membership organization for CERTIFIED FINANCIAL PLANNER™ professionals and those who support the financial planning process. Working in alliance with the financial planning community, academic leaders and legislative and regulatory bodies, FPA delivers value to members through a variety of programs and services including professional education, business support, advocacy and community. Learn more at www.OneFPA.org.
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