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Are your new goals the right goals for you?

For many people, January is the time of year to pursue new goals. As the years go on, this yearly goal-setting becomes routine. Even though you have new goals you're passionate about pursuing, your faith in your ability to accomplish them or your awareness about why you're...

source: By Michelle LaBrosse
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In an effort to enhance the overall content of NewsBrief, we'd like to include peer-written articles in future editions. As a member of FSP, your knowledge of the industry lends itself to unprecedented expertise. And we’re hoping you’ll share this expertise with...

source: MultiBriefs

Researchers suggest that analysts and policymakers should explore ways to enhance debt management practices as they examine factors driving retirement security. According to a National Bureau of Economic Research working paper, older persons today appear more likely to enter...

source: Plan Adviser

The IRS has released new guidance for computing the transition tax under the recently approved tax-reform law enacted in December. Notice 2018-07 explains that the newly enacted Section 965 of the Internal Revenue Code imposes a transition tax on the untaxed foreign earnings...

source: Accounting Web

A heads up from Finra to firms with dually registered advisors: If you're moving a client's investments from a brokerage to an advisory account, be careful. "Finra will review situations in which registered representatives recommend a switch from a brokerage account where...

source: Barron's

The number of advisors with CFP certifications surged past 80,000 in 2017, including a record number of women. Yet this landmark failed to budge the overall percentage of women CFPs and illustrated the broader challenges of diversifying the field.

source: Financial Planning

The beginning of the year is usually a busy time for wealth management firms and the investors they serve. As part of the year-ahead planning that wealth managers and RIAs undergo, they typically evaluate relationships with all of their external service providers.

source: Wealth Management


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