Fw: FA news: Top Five Stories

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From: Financial Advisor Magazine <fanews@fa-mag.com>

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Date: Fri, 9 May 2014 09:41:28 -0400 (EDT)

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Subject: FA news: Top Five Stories

May 9, 2014 News Schwab Franchise May Provide Lucrative Route To Independence A Schwab franchise will offer an owner much more than a McDonald's circa 1960.  Nick Murray Chides Wall Street On Financial Crisis Response Speaking at Financial Advisor magazine's annual retirement symposium, Nick Murray took the financial services industry to task for the way it responded to the 2008-2009 crisis.  Advisors Say Social Security Means-Testing For Wealthy A Possibility The bleak retirement picture for many Americans may result in Social Security benefits being eliminated or reduced for the wealthy, say many advisors in a recent survey by Financial Advisor magazine.   Nick Murray: Advisor's Book May Help Your Practice, Help Your Soul Financial Planning - The Next Step by advisor Roy Diliberto is a rare book that has the power fundamentally to redirect not merely your practice but your values, and even your life, says Nick Murray.  UBS Sued By Older Investors Over Risky Puerto Rico Bond Funds According to a complaint, UBS viewed the 23 closed-end funds as "cash cows," generating tens of millions of dollars of extra fees by stuffing them with Puerto Rico government bonds it underwrote.  Do you believe the science used to support global warming is legitimate or a hoax?          Former Fed Vice Chairman Alan Blinder says the U.S. economy would have grown a whole percentage point faster if the country had maintained government spending over the last four years instead of cutting it back.        White Paper Click here to view our latest industry sponsored white papers on fa-mag.com. Portfolio Manager Insights:  Missing Out In Emerging Markets Investors who are shunning emerging markets are missing an opportunity to get EM exposure at historically low valuations, says Forward's director of investments.   Blogs Dorothy Hinchcliff:   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.  Tom Kostigen:   Aloha Impact I discovered in, of all places, Hawaii a truly great article on how impact investing has become the new philanthropy.  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.   Don Connelly:   Everybody Loves A Storyteller Good storytelling helps convey your message and gives clients a look at who you really are.      Conferences & Workshops Asset Manager Showcase May 19-20 Swissotel Chicago, IL Impact Investing Conference July 30 The Colorado Convention Center Denver, CO 5th Annual Innovative Alternative Investment Strategies Conference July 31-August 1 The Colorado Convention Center Denver, CO Creating An Exceptional Family Office Conference September 30-October 1 Hyatt Regency Boston Boston, MA Directed by Russ Alan Prince Webinars Building An Exceptional Charitable Planning Practice May 29 2:00-3:30 pm ET With Russ Alan Prince and Gemma Leddy Registration: $39.95          Click Here to read our current issue. Click Here to subscribe to Financial Advisor. Click Here to visit Impact Investing, our ongoing review of strategies for sustainable Investing.     Click Here to read our current issue. Click Here to subscribe to Private Wealth. Click Here to visit our Expert Views section, which features commentary from experts on a variety of issues. Contacts Dorothy Hinchcliff, Editor, FA Online dhinchcliff@fa-mag.com  |  732.450.8866 x17   Sandra Croce, National Digital Advertising Director scroce@fa-mag.com  |  732.450.0193   © 2014 fa-mag.com and Charter Financial Publishing Network. All rights reserved.

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