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August 2017

Webinar

August 30, 2017, 2PM ET,  Journal in the Round - A Procrastinator's Guide to the DOL Fiduciary Rule

Please note that CE credit is only for the live version of the course, and not the recording.

Join this month's contributor to the Journal of Financial Planning, Steve Niehoff of the Pension Resource Institute (PRI), and  Ed Gjertsen, current chair of the FPA PAC as they share their insights on what advisers should know and do to be compliant with the DOL ruling as it is on the books today. 

Cover Story

A Procrastinator’s Guide to the DOL Fiduciary Rule

by Steve Niehoff, QPFC, QKA, TGPC, ChFC®,
FLMI, AIRC, RHU
The DOL fiduciary rule went into partial effect on June 9. Get up to speed on fiduciary duties, prohibited transactions, and impartial conduct standards.

Practice Management

Living Late Life Well

by J. Lynn Hinds, CRC®
Helping clients and their families plan for and live late life well has a place in your offering as a financial planner.


​Contribution

The Value of Communication in the Client-Planner Relationship

by Yuanshan Cheng, Ph.D.; Chris Browning, Ph.D.; and Philip Gibson, Ph.D., CFP®
Results of this study suggest that clients are more satisfied when they receive more frequent investment-related educational communications, greeting cards, personal notes, and scheduled meetings.

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What Your Clients Perceive Because of your Billing Practices

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We work and live in the era of client experiences.  For financial advisors, their top two measurements of success are wealth protection/growth and client satisfaction.  ____________________________________________________________

Sponsored Content

Does Your Client Know What a Fiduciary Is?

Advicent
While the DOL ruling has dominated industry news over the past year, are you making sure that your clients remain informed as well?

 

     

 

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