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A white paper by HealthView Services finds that most advisors fail to plan adequately for their clients’ #healthcare costs. 
HealthView Services white paper counsels advisors on how they can raise their professionalism in addressing retirement health care planning.
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Firms seeking institutional allocations should look closely at their #socialmedia presence, says a Greenwich Associates study.
Greenwich Associates study finds LinkedIn the choice of investors in their work
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House voted to permanently repeal the #estatetax.
Bill repeals estate tax and the generation-skipping transfer tax
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Will #energy mergers speed up after Shell-BG deal? 
A Brunswick survey of oil and gas specialists found that 68% of analysts and investment managers expect more M&A activity but only 20% of bankers and lawyers do
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Female advisors are tired of playing musical chairs, says The Female Affect's Ann Hughes.
Ann Hughes of The Female Affect says the musical chairs game must stop and new female recruits must be brought into the fold
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Hedging foreign equity tends to increase #portfolio risk rather than reduce it, says a GMO white paper. 
The Boston-based hedge fund firm argues that, paradoxically, hedging foreign equity actually increases risk
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3 things top-performing RIA firms do, according to @Fidelity study 
Fidelity study finds that the RIAs with a marketing plan; a clear, shared story; and a referral strategy outperform their peers
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FINRA OKs changes to communications rules and seeks public comment 
At board meeting, FINRA also advances a plan to ease fees on proprietary traders with no customers
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Withdrawing 4% per year in #retirement just doesn’t cut it for most people, says PwC report. 
If Americans stick to the idea of 4 percent annual withdrawals, they’ll run out of money before they run out of retirement, PwC said.
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Pershing has some tips on how to get a bigger assist from your sales associates 
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Ken Fisher Is Not Retiring—Yet 
Brown Brothers Harriman names 3 partners; more
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Wealthy Americans are running out of ways to hide their money. Find out 4 ways that are still available: 
Thanks to FATCA, stashing cash overseas is getting more difficult
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The complete professional development and thought leadership destination for financial advisors.
Introduction

ThinkAdvisor.com features all the news, in-depth analysis, market data and tools investment advisors need to transform their business – and their bottom line. Responding to the needs of advisors for a single site source of information, the Website delivers content and data assets from Summit Professional Networks, combined with contributions from industry experts and relevant content aggregated from across the Web in building portfolios, wealth, retirement and practice management.