Monday, June 16, 2014

Fw: Advisors: New Fee Model Taking Over?

Sent from my Verizon Wireless BlackBerry

From: Financial Planning <financial-planning@email.financial-planning.com>
Date: Mon, 16 Jun 2014 12:02:55 -0400 (EDT)
To: <mainandwall@gmail.com>
Subject: Advisors: New Fee Model Taking Over?

 
 
 
Financial Planning
 
 
Home  |  Subscribe
 
 
 
Daily
 
 
Jun 16, 2014
 
 
 
Top Stories
 
Advisors: New Fee Model Taking Over?
by BOB VERES
 
A growing band of advisors is charging their clients purely for advice. Here's why you should be paying attention.
READ MORE »
 
3 Tips for Working With Female Investors
by MADDY PERKINS
 
Women represent a large, untapped market of potential investors. What kinds of conversations should advisors have with potential female investors?
READ MORE »
 
 
Contain
 
IRS Finalizes Regulations on Written Tax Advice
by MICHAEL COHN
 
The IRS has issued final regulations that modify the standards governing written tax advice and update related provisions.
READ MORE »
 
 
 
 
Contain
 
White Papers
 
Overcoming Transition Hurdles
 

One in four advisors consider moving within two years.* Are you one of them? Do you wonder if your clients will follow?  Are you concerned that the disruption might be too great?  You may also be worried about not knowing the depth of legal and compliance considerations.

Download Overcoming Transition Hurdles to find solutions that help you understand how to successfully move your practice while maintaining a focus on client relationships and growth.

*The Cogent Discovery Series: Advisor Channel Migration Trends 2013.


READ MORE »
 
Exploring Independence: An overview of the registered investment advisor model
 
Financial advisors today have an unprecedented number of options.
READ MORE »
 
MORE IN WHITE PAPERS »
 
 
 
Contain
 
Web Seminars
 
Incorporating Social Security into Financial Planning
 
When to claim Social Security is probably the most important financial decision in your clients' lives.
READ MORE »
 
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 »
 
MORE IN WEB SEMINARS »
 
 
 
 
FOLLOW US: Twitter @finplan Facebook Facebook
 
 
 
For custom reprints or content licensing opportunities please contact Godfrey Livermore, godfrey.livermore@sourcemedia.com, 212-803-8351.
 
You are currently subscribed to Daily as: mainandwall@gmail.com.
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
 
 
Source Media
SourceMedia
One State Street Plaza, 27th Floor New York, NY 10004
Phone: (800) 221-1809
 
 
 

No comments: