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Social media has moved from the periphery into a critical tool for business development and client service for almost all advisors.

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Headlines you need to know this week   —   May 21, 2019

CFP Board announces new rules planned
The CFP Board recently introduced new rules for fee-only advisors. The rules, which take effect in October, detail how planners must disclose and manage conflicts of interest. The organization already has a fiduciary standard for individuals who hold the CFP designation.
Growing trend in niche markets
There is a growing trend among financial advisors to establish themselves as experts in a niche market. An increasing number of advisors are marketing services to a specific demographic, defined by gender, social, professional, or hobby-related associations. CEG Worldwide research noted that 70% of advisors earning $1 million or more annually focus on a niche market to differentiate themselves from the competition. Cerulli found that 15% of U.S. financial advisors concentrate on a niche group.
New retirement bill would raise the RMD age
A bill recently introduced in the Senate would raise the minimum age to 75 for required minimum distributions in retirement. The Retirement Security and Savings Act of 2019 would also allow employers to contribute to an employee’s 401(k) to match a student loan payment.

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Planning for education is smart. Helping clients save on taxes is even smarter. Planning for education is smart. Helping clients save on taxes is even smarter. Planning for education is smart. Helping clients save on taxes is even smarter.