Advisors: What to Watch for From Washington

WEALTH MANAGEMENT MADE PERSONAL DAILY Home   |   Discussions   |   Blogs   |   Advertise   |   Subscribe FOLLOW US: September 25, 2013 Advisors: What to Watch for From Washington While the coming fiscal debate looms in the background -- along with probable accompanying market volatility -- there are a number of other possible legislative and regulatory items that also affect the insurance and advisory industry. read more » How to Tell If Your Client's Business Is in Trouble One of the biggest value adds advisors can provide is being able to pick up on warning signs that a client's family business may be in trouble. Here are six to look out for. read more » CFP Board Offers Broad Amnesty to Rule-Breaking Advisors The CFP Board extended a broad amnesty to hundreds of advisors who had been breaking its rules by calling themselves fee-only on the board's website. The surprise move prompted calls for the board to reconsider and possibly rescind recent sanctions of other CFP holders for similar transgressions. read more » Turn On Your Favorite Channel Rethinking Retirement -  For breaking news, targeted insights and expert coverage of retirement, visit On Wall Street's Rethinking Retirement Channel now - and everyday! Asian Millionaire Wealth May Surpass North America's Next Year Wealth among Asia-Pacific millionaires may top North America's as soon as next year as Japanese economic growth boosts investor returns in the country, a report by Cap Gemini SA and Royal Bank of Canada showed. read more » IRS Provides Guidance on Tax Refunds for Same-Sex Couples The IRS has released guidance on issuing tax refunds to same-sex married couples in the wake of the Supreme Court's decision striking down the Defense of Marriage Act. read more » Must Read Top Retirement Destinations Overseas Clients often dream of retiring overseas for a change of scenery and lifestyle. Here’s what a handful of advisors have to say about some of the most popular overseas retirement destinations among their clients. read more » Must Watch Lessons From D.A. Davidson’s Merger with Crowell Weedon D.A. Davidson’s Chairman and CEO Bill Johnstone discusses the growing importance of scale for smaller, regional broker-dealers. read more » Contact Us Samantha Allen samantha.allen@sourcemedia.com Digital Managing Editor Phone: 212.803.8752 Mark Lynch Mark.Lynch@sourcemedia.com Associate Publisher Phone: 781.626.4001 Videos Selecting the Right Advisor Coach Succession Planning for Business Owners How To Overcome Fear of Technology Planning 2023: What's Ahead? Advances in Mobile Technology Slide Shows 20 Ways to Improve Your Practice Breaking Down the Top 100 Branch Managers Volatility Strategy: 10 Key Messages for Wary Investors Unravel Alternative Investment Myths Top 10 Products Among Institutional Investors Web Seminars The Four Essential Steps to Becoming an RIA. Helping Clients Rethink a Risk-off Mentality Turnkey Sales Programs: How to distinguish a ‘good story’ from a true growth opportunity. © 2013 SourceMedia. All rights reserved. You are currently subscribed to onwallstreet.com as: buzzhairs.finance@blogger.com. Send this eNewsletter to a friend: Click here Unsubscribe from this mailing list: Click here Update your Profile: Click here To unsubscribe to other SourceMedia posts contact our Customer Service department at the phone number provided below. SourceMedia One State Street Plaza, 27th Floor New York, NY 10004 Phone: (800) 221-1809