Fw: Fiduciary Standard Debate Prompts Dispute at SEC

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From: Financial Planning <financial-planning@email.financial-planning.com>

Date: Tue, 20 May 2014 12:16:55 -0400 (EDT)

To: <mainandwall@comcast.net>

Subject: Fiduciary Standard Debate Prompts Dispute at SEC

Home  |  Subscribe       Daily   May 20, 2014       Top Stories   Fiduciary Standard Debate Prompts Dispute at SEC by KENNETH CORBIN   The contentious issue of harmonizing fiduciary responsibilities remains high on the agency's to-do list, though a timeframe for when a proposal might materialize is far from certain. READ MORE »   9 Takeaways From the Envestnet Advisor Summit by SAMANTHA ALLEN   Here's a snapshot of the best ideas to come out of this year's conference. READ MORE »       What's in That Dividend ETF? Don't Ask by JOSEPH LISANTI   What's Really Behind the Proprietary Criteria for Indexes? READ MORE »   How to Cultivate Referrals by KIMBERLY FOSS   In seeking the helping hand of clients in finding new business, avoid being systematic or aggressive. Instead, make gentle, routine requests for help. READ MORE »   Tax Trick: Smart Way to Harvest Losses by ALLAN S. ROTH   Tax costs are too high, and clients need to take advantage of losses when they are available. READ MORE »           White Papers   Exploring Independence: An overview of the registered investment advisor model   Financial advisors today have an unprecedented number of options. READ MORE »   Retirement Advisors   Clients may ask you to explain your decisions if your investment convictions yield bumpy results. READ MORE »   MORE IN WHITE PAPERS »         Web Seminars   HNW Withdrawal Strategies   Deciding which account to tap first when someone retires is less straightforward than normally assumed, once income taxes and beneficiaries are taken into account. READ MORE »   Behavioral Finance: New Applications   This one-hour webinar will focus on what to do about this problem. READ MORE »   MORE IN WEB SEMINARS »         FOLLOW US: @finplan Facebook       You are currently subscribed to Daily as: mainandwall@comcast.net. You are receiving this email as part of SourceMedia. Please do not reply to this message. To learn more about SourceMedia's use of personal information, please read our Privacy Policy. Unsubscribe from this mailing list Manage your profile   SourceMedia One State Street Plaza, 27th Floor New York, NY 10004 Phone: (800) 221-1809