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 AUGUST 2018

Cover Story

Understanding the SEC’s Proposed Rules for Advisers and Brokers

by Andrea Seidt and Micah Hauptman
What you need to know about how the rules
and interpretations may affect you, your clients,
and your firm.


August 29, 2018: 2pm Eastern -- Journal in the Round: Voices of the Profession on SEC’s Proposed Rules

Join our panel of advocacy experts and FPA volunteers that represent the FPA Member Advocacy Council (FPA MAC) and FPA’s Legislative and Regulatory Issues Committee (LRIC) as they will discuss how these groups participated in organizing and composing the Financial Planning Coalition’s public comment on the proposed SEC regulatory package.

Practice Management

A Lost Generation No More: How to Work with Xennial Clients

by Lonny S. Greenberg, CFP®
Recognizing generational traits plays into how we work with clients, particularly as Xennials begin to accumulate wealth.


Describing Life After Career: Demographic Differences in the Language and Imagery of Retirement

by Chaiwoo Lee, Ph.D., and Joseph F. Coughlin, Ph.D.
This empirical study found that perceptions of retirement were generally positive, and a sense of optimism was evident across different demographic segments.


Sponsored Content

Bridging the Gap: Five Ways to Connect With Your Next Generation of Clients

by Everplans
The Ebook touches on how over the next 30 years, $30 trillion will be passed down from Baby Boomers to Generation X to Millennials, and shares 5 actionable strategies to help Financial Advisors "Bridge the Gap."

Sponsored Content 

Moving up the Value Chain

by Bob Curtis & Kevin Hughes
Financial planning is the ideal means for advisors to move up the value chain while increasing clients’ odds of retirement success. Yet most advisors don’t create plans for every client.

Sponsored Content 

SEC Issues Risk Alert on Advisory Fee Billing & Compliance

by Ryan Ady, BillFin Customer Success Manager
The OCIE released a risk alert detailing frequent issues with advisor fees and expense compliance. Click the link above to read Redi2’s statement regarding your fee billing practices when using BillFin.

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