Subject: FA News: CFP Board Considers Postponing Enforcement Of Fiduciary
Subject: FA News: CFP Board Considers Postponing Enforcement Of Fiduciary
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From: Financial Advisor Magazine
Date: Wed, 10 Jul 2019 09:39:38 -0400
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July 10, 2019
CFP Board Considers Postponing Enforcement Of Fiduciary Code
The new standards could impact thousands of CFPs at broker -dealers and
hybrid firms.
The 10 Best States For Your Summer Road Trips
More than $761 billion is spent on leisure travel every year.
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Why Clients Should Discuss Their DAF Accounts With Their Successor Advisors
About 75 percent of successor advisors were surprised by their
responsibilities to donor-advised fund accounts.
Schwab Grows Its Commission -Free ETF Lineup
Schwab now allows investors to trade 539 ETFs commission free.
Tax Reform Toughens Home-Office Deduction For Wealthy Clients
High-net-worth clients will have a harder time claiming the home-office
deduction under the new law.
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Hedge Funds Post Best First Half In Decade
Hedge fund managers were buoyed by a strong first half for U.S. equities.
The Masses Are Drawn Toward Funds Chasing Real Estate Tax Breaks
Wealthy investors are attracted by the tax breaks offered by qualified
opportunity zone funds.
Not All Gold Bugs Wear Tinfoil Hats
There's a rational argument for holding gold, despite its reputation as a
refuge for doomsayers.
If You Flew Epstein's 'Lolita Express' Private Jet—The Feds Want To Talk To
You
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Passengers on the fund manager's jet include politicians, business leaders
and celebrities.
Sovereign Wealth Funds Love Bonds Now. But Why?
For the first time since 2015, sovereign wealth funds owned more fixed-
income assets than equities.
Dorothy Hinchcliff
Executive Editor, FA Online
Sandra Croce
r — Digital
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[Image 1] The image appears to be a screenshot of a text document or a text-based interface. The text is organized into numbered points, suggesting a list or a set of instructions. The content of the text is not fully visible due to the resolution and angle of the image. The visible text includes phrases such as "Hedge Funds," "Tax Breaks," "Wealth," "Investors," "Qualified Opportunity Funds," "Tax Break,"
[Image 2] The image shows a printed email with a subject line that reads "Subject: FE WEBSITE CONSIDERING ENFORCEMENT OF FEDERAL REGULATORY CODE." The email is addressed to "Financial Advisor" from "Financial Advisor Magazine." The body of the email contains a message that appears to be a news item or an article excerpt discussing the impact of new standards on credit card fees. The text mentions "The Best
[Image 3] The image appears to be a screenshot of a text document or a webpage with a list of bullet points. The text is too small to read clearly, but it seems to be a list of topics or headlines, possibly related to business or finance, given the context. The document is not a photograph but rather a digital representation of text. There are no visible names, dates, places, or logos due to the small size
[Image 4] The image shows a text document with a list of names and email addresses. The document appears to be a list of contacts, possibly for a business or organization. The names are listed in a column, and each name is followed by an email address. The text is in English, and the document is presented in a portrait orientation. The names and email addresses are the main content visible in the image.
[Image 5] The image appears to be a photograph of a printed document, specifically a subscription form. The form is titled "Subscription" and includes fields for the subscriber's name, address, and contact information. There is a checkbox for "Print" and a line for the subscriber's signature. The form also includes a statement about the subscription being non-refundable and a note about the subscriber's agr