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Advisers doubt traditional portfolio allocation, survey says
Financial Planning Digest | May 22, 2012
Investment advisers are becoming increasingly doubtful about the performance of a portfolio divided along traditional 60% stock and 40% bond allocation, according to a study by Natixis. Slightly more than 20% of advisers favor the traditional approaches they currently use and would like to see new models of portfolio construction. AdvisorOne (05/15) Financial Advisor online (05/16) InvestmentNews (free registration) (05/16)
How to transition from tax preparer to financial planner
Financial Planning Digest | May 15, 2012
Financial advisers say Medicare is a growth opportunity
Financial Planning Digest | May 08, 2012
Social Security Administration rolls out online statements
Financial Planning Digest | May 08, 2012
Financial tips for parents with college-bound students
Financial Planning Digest | May 01, 2012
10 steps to improve estate clients' post-mortem planning
Financial Planning Digest | May 01, 2012
AICPA debuts Total Tax Insights calculator
Financial Planning Digest | May 22, 2012
7 estate-planning mistakes your clients should avoid
Financial Planning Digest | May 01, 2012
Financial advisers must adapt to different types of retirement
Financial Planning Digest | May 29, 2012
Advisers rethink ways to calculate retirement spending
Financial Planning Digest | May 08, 2012
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AICPA Practitioner's Symposium and TECH+ Conference
Financial Planning Digest | May 29, 2012
Free webinar: PFP Power Hour
Financial Planning Digest | May 29, 2012
Register for 3 free webinars this week from the AICPA PFP Division
Financial Planning Digest | May 29, 2012
Participate in the PFP Marketing Challenge
Financial Planning Digest | May 22, 2012
Free webinar: Dealing with the Inevitable: Social Security and Medicare
Financial Planning Digest | May 22, 2012
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