Fpm news
FPM (Financial Planning Magazine) News!
FPM is a leading publication in the financial planning industry, providing news, insights, and analysis on the latest trends, products, and services. Here are some recent news stories from FPM:
Top Stories
- SEC Proposes New Rules for Investment Advisers: The Securities and Exchange Commission (SEC) has proposed new rules to improve the oversight of investment advisers, including requirements for cybersecurity and business continuity planning.
- Fiduciary Rule Update: The Department of Labor has announced a delay in the implementation of the fiduciary rule, which requires financial advisors to act in the best interests of their clients when providing retirement investment advice.
- Robo-Advisors Gain Popularity: Robo-advisors, automated investment platforms, are gaining popularity among investors, with many firms offering low-cost, low-minimum investment options.
- Cryptocurrency Regulation: The SEC has issued guidance on the regulation of cryptocurrencies, including initial coin offerings (ICOs) and digital tokens.
- Financial Planning Trends: FPM's annual survey of financial planners reveals the top trends and challenges facing the industry, including the impact of technology and changing client needs.
Industry Insights
- The Future of Financial Planning: FPM's editor-in-chief, Dan Goldie, discusses the future of financial planning, including the role of technology and the importance of human advice.
- The Rise of ESG Investing: Environmental, social, and governance (ESG) investing is gaining popularity, with many investors seeking to align their investments with their values.
- The Impact of Tax Reform: FPM's experts discuss the impact of the Tax Cuts and Jobs Act on financial planning, including changes to tax rates, deductions, and credits.
Product and Service News
- New Investment Products: FPM reviews new investment products, including exchange-traded funds (ETFs), mutual funds, and alternative investments.
- Financial Planning Software: FPM tests and reviews financial planning software, including tools for financial planning, investment analysis, and client communication.
- Insurance and Annuity Products: FPM covers new insurance and annuity products, including life insurance, long-term care insurance, and fixed annuities.
Stay up-to-date with the latest news and insights from FPM by visiting their website or subscribing to their newsletter!