Thursday, May 22, 2014

Fw: FA News: J.P. Morgan's Roy Says Be Flexible On 4 Percent Rule

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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)
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ReplyTo: fanews@fa-mag.com
Subject: FA News: J.P. Morgan's Roy Says Be Flexible On 4 Percent Rule

 
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 FAN
May 22, 2014

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. 



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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.



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Portfolio Manager Insights: 

Can Earnings Stem The Tide?

If one looks at equity returns so far in 2014 compared to 2013, it is clear the "Polar Vortex" hasn't only been affecting the weather, says a senior VP For Advisors Asset Management.

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Merrill Lynch Advisors Learn ABCs Of ESG

If you still wonder whether it's worth talking to clients about values-based investing, consider what Merrill Lynch is doing. 

Evan Simonoff:  

Gundlach Sees 30% Odds Of New Lows In Interest Rates, More Deflation Possible

Five years into the global QE experiment, the growing consensus is that it has been partially successful. Color DoubleLine CEO Jeffrey Gundlach skeptical.  

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Dorothy Hinchcliff, Editor, FA Online
dhinchcliff@fa-mag.com  |  732.450.8866 x17
 
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