Wealth Management

FSI NewsBrief

News for independent broker-dealers and financial advisors

FSI NewsBrief

Published in partnership with: Financial Services Institute

Smart-beta products gain popularity

11/25/2014

  • Investment Advisor

Smart beta is all the rage, but people need to understand "weighting methodologies, underlying indexes, sector allocations, market capitalizations and value-growth tilts it uses, and should keep in mi… Read More

NAIFA SmartBrief

Insurance News

NAIFA SmartBrief

Published in partnership with: National Association of Insurance and Financial Advisors

Slower variable-annuity sales aren't hindering product debuts

11/25/2014

  • InvestmentNews (free registration)

Companies including MetLife and Securian Financial Group are introducing variable-annuity products even as LIMRA data show that sales are down 3% for the first nine months of 2014. "This year is a piv… Read More

Financial Planning Digest

The latest news for CPA personal financial planners

Financial Planning Digest

Published in partnership with: American Institute of CPAs

Pope urges accountants to pursue progress for all

11/24/2014

  • Journal of Accountancy online

In a Nov. 14 address in Rome to World Congress of Accountants delegates, Pope Francis reminded accountants that their work is a service to the community and encouraged the profession to use this persp… Read More

Retirement Security SmartBrief

A publication for individual investors

Retirement Security SmartBrief

'Tis the season to spend a little more

11/24/2014

  • Los Angeles Times (tiered subscription model)

A Gallup poll finds Americans still plan to spend more on the holidays this year than they did in 2013, though they've curbed their plans a little in the past month. Read More

NASBP SmartBrief

News for surety-bond professionals

NASBP SmartBrief

Published in partnership with: National Association of Surety Bond Producers

Women's Chamber CEO: $5B in contracts went to firms that misrepresented themselves

11/19/2014

  • American City Business Journals

A Government Accountability Office study says more than 40% of the recipients of Small Business Administration contracts set aside for women-owned firms didn't qualify to receive them. The CEO of the … Read More

FPA SmartBrief

News and information for financial planners

FPA SmartBrief

Published in partnership with: Financial Planning Association

SEC members still mulling fiduciary rule

11/25/2014

  • Investment Advisor

Securities and Exchange Commission Chairman Mary Jo White recently said she would provide clarity "in the short term" as to her own opinion of a fiduciary standard for brokers, noting the complexity o… Read More

IMCA Insight

News and information about investment management consulting

IMCA Insight

Published in partnership with: Investment Management Consultants Association

IMCA continues to cultivate independent advisors as members

11/11/2014

  • Financial Advisor online

The Investment Management Consultants Association will continue to focus on recruiting more independent advisors as members. Over the past seven years, independent advisors have risen to account for 2… Read More

IPA Newsbrief, powered by SmartBrief

The best stories about investment through education

IPA Newsbrief, powered by SmartBrief

Published in partnership with: Investment Program Association

Paramount's $2.3B IPO sets record for U.S. REITs

11/19/2014

  • Bloomberg
  • Wall Street Journal (tiered subscription model), The
  • Reuters
  • Financial Times (tiered subscription model)

Paramount Group has raised $2.3 billion in a 131-milion-share initial public offering on the New York Stock Exchange. Paramount plans to qualify as a real estate investment trust, making this IPO a re… Read More

IRI Retirement Income SmartBrief

Retirement income industry news

IRI Retirement Income SmartBrief

Published in partnership with: Insured Retirement Institute

Annuities can make 401(k)s act like traditional pensions

11/25/2014

  • Republican-American (Waterbury, Conn.)

Annuities can be used to make 401(k) plans work more like traditional pension plans under new regulations enacted by the Treasury Department and Internal Revenue Service. The regulators are encouragin… Read More

Insured Retirement Institute SmartBrief

Insured retirement income industry news

Insured Retirement Institute SmartBrief

Published in partnership with: Insured Retirement Institute

DOL fiduciary rule could be burdensome, Rep. Neal warns

11/17/2014

  • ThinkAdvisor

U.S. Rep. Richard Neal, D-Mass., expressed worries about a proposed revised fiduciary rule being drafted by the Department of Labor after speaking at the Insured Retirement Institute's second annual C… Read More

NVCA SmartBrief

News for the startup ecosystem

NVCA SmartBrief

Published in partnership with: National Venture Capital Association

What makes startup CEOs successful?

11/25/2014

  • TechRepublic

Traits that set top-performing startup CEOs apart from other corporate leaders are boldness, fast and agile adaptability, and an inexhaustible willingness to learn, writes Conner Forrest. Read More