Fw: 9 Takeaways From the Envestnet Advisor Summit

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From: mainandwall@gmail.com

Date: Sat, 24 May 2014 12:31:14 +0000

To: MW/AdvisorVille<MainandWall.MWAdvisorVille@blogger.com>

ReplyTo: mainandwall@gmail.com

Subject: Fw: 9 Takeaways From the Envestnet Advisor Summit

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From: Financial Planning <financial-planning@email.financial-planning.com>

Date: Sat, 24 May 2014 08:09:30 -0400 (EDT)

To: <mainandwall@gmail.com>

Subject: 9 Takeaways From the Envestnet Advisor Summit

Home  |  Subscribe       Weekend   May 24, 2014       Top Stories   9 Takeaways From the Envestnet Advisor Summit by SAMANTHA ALLEN   Here's a snapshot of the best ideas to come out of this year's conference. READ MORE »   CFP Board Aims to Fix Its Fee-Only 'Mistake' by SCOTT WENGER_RACHEL F. ELSON   'We were not as proactive as we should have been,' the CFP Board says, rolling out two initiatives aimed at resolving advisors' incorrect fee-only disclosures on its website. READ MORE »   AMT Tricks for Advisors by MICHAEL KITCES   Rule changes mean the AMT is here to stay, but that could actually be good news for some clients. Just keep them out of the 'bump zone.' READ MORE »       How to Fix Your Incentive Pay by KELLI CRUZ   Every firm needs to determine the unique compensation plan that will work best for executives, staff and clients. These guidelines should help you get started. READ MORE »   9 Smartest Things Heard at NAPFA by ANN MARSH _INGRID CASE   Planners gathered in Salt Lake City last week for NAPFA's annual spring conference, hearing the latest thinking on behavioral finance, student debt, practice management and more. Here are a few of the smartest things that Financial Planning's staff and contributors heard at the conference. READ MORE »           White Papers   Exploring Independence: An overview of the registered investment advisor model   Financial advisors today have an unprecedented number of options. READ MORE »   Retirement Advisors   Clients may ask you to explain your decisions if your investment convictions yield bumpy results. READ MORE »   MORE IN WHITE PAPERS »       Web Seminars   HNW Withdrawal Strategies   Deciding which account to tap first when someone retires is less straightforward than normally assumed, once income taxes and beneficiaries are taken into account. READ MORE »   Behavioral Finance: New Applications   This one-hour webinar will focus on what to do about this problem. READ MORE »   MORE IN WEB SEMINARS »         FOLLOW US: @finplan Facebook       You are currently subscribed to Weekend as: mainandwall@gmail.com. You are receiving this email as part of SourceMedia. Please do not reply to this message. To learn more about SourceMedia's use of personal information, please read our Privacy Policy. Unsubscribe from this mailing list Manage your profile   SourceMedia One State Street Plaza, 27th Floor New York, NY 10004 Phone: (800) 221-1809