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Young adults shying away from stock market
Newsweek    Share   Share on FacebookTwitterShare on LinkedinE-mail article
Traditionally, we associate the early years with risky behavior—but one consequence of the recession appears to be a shift in the way 18- to 34-year-olds handle money. Affluent millennials and 30-somethings say their tolerance for risky investments is much lower than it was a year ago, rivaled only by people over the age of 65, according to a new study by Merrill Lynch Global Wealth Management. More



  Industry News


Survey: Older workers' retirement confidence rebounds
National Underwriter    Share    Share on FacebookTwitterShare on LinkedinE-mail article
Older workers have become more assured of their ability to retire comfortably, confidence has rebounded modestly in the past year, although they are still not as confident as they were before the financial crisis, a survey finds. But younger workers are growing increasingly worried over their defined benefit plan, according to the survey by Towers Watson and Company, New York. More

Many adults never learn financial basics at home or school
The Baltimore Sun    Share    Share on FacebookTwitterShare on LinkedinE-mail article
Most people are familiar with the food pyramid, the government's guideline for healthful eating. Now imagine a "money pyramid" for healthy finances. The Treasury Department is working on such a teaching tool right now, and it's seeking public input on what money maxims should be included. More

Cole Information - Offers Online Quick-to-Access Targeted Prospecting
For more than 60 years Cole Information has helped businesses find new customers. In 1947, Jack Cole created a “criss-cross reference directory” that quickly became the standard sales tool for businesses across the country. Today that innovation continues with useful Web-based products that provide quick access to targeted prospects. Cole X-Dates and Cole Lists are powerful, cost effective list-building tools being used by financial professionals to grow their businesses. Find prospects for life, health, auto, home, business, multicultural, and many others with a click of a mouse. Cole Information is excited to offer FSP members a 15 percent discount. For more information, or even a free demonstration, call Cole Information today at 800-376-0552 or visit Cole Information and click on the product page.


  Regulatory and Legislative News


Financial industry to SEC: No fiduciary standard, please
Financial Advisor    Share    Share on FacebookTwitterShare on LinkedinE-mail article
Based on comments received by the Securities and Exchange Commission during the past month, it appears the majority of people who sent letters to the agency don't want the fiduciary standard of care imposed on the advisory industry. As mandated by the Dodd-Frank Wall Street Reform and Consumer Protection Act that became law this summer, the SEC is undertaking a six-month study of the obligations and standards of care of broker-dealers and investment advisors providing personalized investment advice about securities to retail investors. More

12(b)-1 reform needs some permanent grandfathering
Investment News    Share    Share on FacebookTwitterShare on LinkedinE-mail article
Among the many provisions in the Securities Exchange Commission plan to overhaul 12(b)-1 fees for mutual funds, perhaps the most contentious is the five-year grandfathering of existing share classes that charge in excess of 25 basis points. Any financial adviser affected by this temporary grandfathering of existing C shares should take a few minutes to go on the Securities and Exchange Commission's website and submit a comment demanding that the SEC permanently grandfather the existing share class in its current structure. More

  Practice Management


3 easy ways to rise to the top of the e-mail mosh pit
B2C Marketing Insider    Share    Share on FacebookTwitterShare on LinkedinE-mail
article
Ten years ago when e-mail was still the new and exciting thing, getting people to open e-mails was literally as easy as writing a few words and clicking the send button. Today, e-mails are mixed in with dozens, maybe even hundreds of other e-mails prospects get everyday. More

10 marketing tips from a new perspective
Senior Market Advisor    Share    Share on FacebookTwitterShare on LinkedinE-mail article
In his book, The Professional's Guide to Financial Service Marketing, Jay Nagdeman offers smart ideas and tips on practical marketing that provide a new perspective on marketing issues. More

Do your clients employ nannies, dog walkers, bear handlers? Insurance review may be in order
Investment Advisor    Share    Share on FacebookTwitterShare on LinkedinE-mail article
Clients who hire nannies to care for their kids or dog walkers to watch their furry loved ones might want to think about whether their insurance is broad enough to cover such workers. If they have personal chefs, ditto. And other clients who run pet-sitting or grooming businesses, in-home plant care services or who cater meals or act as personal concierges should think about it, too. More

FedEx® Offers Savings
FSP members can now enjoy real savings on envelope and small parcel shipments sent and received via FedEx®, one of the nation's premier small package carriers and an FSP Member Discount Company. FSP Members will receive discounts on domestic and international shipments with FedEx Express®, FedEx Ground®, and FedEx Home Delivery®. Save up to 27%* on select air shipments with FedEx Express; up to 15% on select shipments with equally dependable and economical FedEx Ground; and up to 10% on select shipments with FedEx Home Delivery, a residential service with a money-back guarantee. There is no cost to enroll for members, and there are never any shipping minimums to meet in order to get the discounts. For more program details and to enroll online, simply go to www.PartnerShip.com/63fsp.

*Includes a bonus 5% online processing discount. Full details are available at www.partnership.com/63fsp/discounts.asp.


  Society News and Programs


Arizona Institute: Feb. 13-17, 2011, Tucson, Ariz.
SFSP    Share    Share on FacebookTwitterShare on LinkedinE-mail article
Join fellow professionals at the Omni Tucson National Golf Resort and Spa for in-depth technical knowledge with practical applications. No other meeting provides the culture of sharing and learning that the Arizona Institute does. For program information and registration visit Arizona Institute.

Help yourself and the Society with FSP's Member Get a Member contest
SFSP    Share    Share on FacebookTwitterShare on LinkedinE-mail article
This year's MGAM runs from July 1 - June 30, 2011. Recruiting new Society members can mean significant dues reductions for you. Contest details are at MGAM.
 
 
FSP NewsBrief
Jonathn Berger, Director of Advertising Sales, 469.420.2633   Download media kit
Bianca Van Audenhove, Content Editor, 469.420.2611   
Disclaimer: The articles that appear in FSP NewsBrief are chosen from a variety of sources to reflect topics of interest to FSP members and other financial service practitioners. The inclusion of an article or advertisement in FSP NewsBrief does not imply that the Society of FSP endorses, supports or verifies its contents or expressed opinions. Factual errors are the responsibility of the listed publication. FSP NewsBrief articles may be protected by copyright and should not be reproduced without express permission of the copyright holder.

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