Fw: Regulatory Scrutiny Mounts for Retirement Advisors

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

Date: Fri, 4 Jul 2014 12:08:56 -0400 (EDT)

To: <mainandwall@gmail.com>

Subject: Regulatory Scrutiny Mounts for Retirement Advisors

Home  |  Subscribe       Daily   Jul 04, 2014       Top Stories   Regulatory Scrutiny Mounts for Retirement Advisors by KENNETH CORBIN   What's driving this new interest? Follow the money: U.S. retirement assets totaled $23 trillion in the first quarter of this year. READ MORE »   Does Your Office Send the Right Message? by MIRIAM ROZEN   The furnishings in the spaces where you meet clients carry messages about the kind of person you are and the kind of firm you run. READ MORE »       Smile: It's Good for You & Your Practice by RON CARSON   Incorporate more random acts of kindness into your daily routine. These simple actions help improve client relationships and attract prospects. READ MORE »   Smart Ways to Build Clients' Trust by DAVE LINDORFF   Advisors tend to overestimate the extent that clients trust them; they should think of the relationship as something like dating. READ MORE »   How to Talk About Clients' Health by MIRIAM ROZEN   Unhealthy habits reduce prosperity, and advisors need to address this subject. Here are some diplomatic ways to start the conversation. READ MORE »           White Papers   Glide Path Within a Glide Path   American Funds believes that a target date series should feature not only a gradual reduction in equities over time, but also a gradual shift in the nature of that equity exposure. READ MORE »   Emerging Markets: Investing in Developing Economies Can Pay Dividends   Take an in-depth look at why the case for emerging markets remains strong. 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       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   SourceMedia One State Street Plaza, 27th Floor New York, NY 10004 Phone: (800) 221-1809