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From: Financial Advisor Magazine <fanews@fa-mag.com>
Sender: Financial Advisor Magazine <sherri@financialadvisormagazine.ccsend.com>
Date: Thu, 22 May 2014 13:52:48 -0400 (EDT)
To: <mainandwall@comcast.net>
ReplyTo: fanews@fa-mag.com
Subject: FA News: J.P. Morgan's Roy Says Be Flexible On 4 Percent Rule
| | | | | | | | | | | | | | | | J.P. Morgan's Roy Says Be Flexible On 4 Percent Rule Although many advisors have used the 4 Percent Rule for determining clients' retirement withdrawals, there are times to break it, says the chief retirement strategist for J.P. Morgan Asset Management. |
CFP Board, Conceding It Mishandled Fee-Only Issue, Plans Changes The CFP Board is revising the way it will allow licensees to characterize their compensation methods. |
As Tech Millionaires Multiply, Wealth Advisors Struggle To Connect The youngest winners of the thriving tech economy aren't often interested in the ideas that attracted financial advisors' clients in the past. |
Junk Muni Funds Shine From Land, Leverage And Detroit Sewer Bets Using plays on land, low borrowing costs and distressed debt, junk bond funds are the best performers in the municipal category so far in 2014. |
SEC Red Flags Firms Without Compliance Execs As Top Dogs SEC Enforcement Division Director Andrew Ceresney says his unit red flags firms that don't make legal and compliance professionals top executives. |
Today's Nontraditional Families Are Financially Challenged, Allianz Finds The majority of nontraditional families are struggling financially and less than half have sought the advice of a financial advisor, according to Allianz. |
PJ O'Rourke: The retirement crisis facing baby boomers and the next generation will be "an ugly mess," says the author of 16 books in our new video. |
White Paper | Click here to view our latest industry sponsored white papers on fa-mag.com. |
What Makes Some Advisors So Special? Once in a while, I do get surprised by seeing something out of the ordinary. I come across situations where clients don't just admire their advisor. They love their advisor. |
Impact Investing In Public Markets A new report by Sonen Capital hits at the heart of one of the biggest concerns people have when considering impact investments: liquidity. | | |
Click Here t o visit Impact Investing, our ongoing review of strategies for sustainable Investing. | |
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Click Here to visit our Expert Views section, which features commentary from experts on a variety of issues. | |
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| Dorothy Hinchcliff, Editor, FA Online |
| | | | | | | | | © 2014 fa-mag.com and Charter Financial Publishing Network. All rights reserved. | | | |
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