Full clawbacks for Social Security overpayments; FINRA likely to survive legal attacks; trusts as anti-racism tools; advisor confidence plunges

RETIREMENT: Advisors, take note: A new Social Security policy could slash the benefits by 100% for retirees who have overpaid. Here's how you can help.

READ: 5 steps to help retirees affected by new Social Security clawbacks

REGULATION AND COMPLIANCE: Despite legal and political challenges, Adam Pollet and Brian Rubin of Eversheds Sutherland — the authors behind an annual FINRA report — believe the agency will likely survive, though its powers may be curtailed.

READ: FINRA 'highly likely' to survive legal assaults

TAX AND ESTATE PLANNING: Drawing on the starfish analogy, Lynne Marie Kohm and Peyton Nicole Farley of Regent University School of Law described how financial advisors, using targeted estate and legacy planning strategies, can make a real difference in closing the racial wealth gap.

READ: Fighting systemic racism with estate planning — one client at a time

WEALTH MANAGEMENT: Political uncertainty and economic fears are driving financial advisors' outlook downward this month — see the lates survey results.

READ: Uncertainty drives sharp decline in advisor confidence

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