Wealth Management

FSI NewsBrief

News for independent broker-dealers and financial advisors

FSI NewsBrief

Published in partnership with: Financial Services Institute

It's a good time to sell an advisory practice

7/9/2014

  • WealthManagement.com (U.S.)

According to an FSI survey, 85% of financial advisors don't plan to sell their practice. However, 29% of advisors aim to buy a firm during the next five years, indicating a seller's market is coming. Read More

NAIFA SmartBrief

Insurance News

NAIFA SmartBrief

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

Commentary: Carriers can battle fraud by using data analytics

7/10/2014

  • National Underwriter Life & Health

Confirming the accuracy of data and harnessing analytics are valuable ways to mitigate fraud, writes Jena Kennedy of LexisNexis. Steps for detecting fraud include verifying that applicants are who the… Read More

Financial Planning Digest

The latest news for CPA personal financial planners

Financial Planning Digest

Published in partnership with: American Institute of CPAs

Ask high-net-worth clients for referrals

7/10/2014

  • ThinkAdvisor

Nearly 50% of investors surveyed would refer someone to their wealth manager if asked to do so, finds a study by SEI, Scorpio Partnership and NPG Wealth Management. But advisers aren't taking advantag… Read More

Retirement Security SmartBrief

A publication for individual investors

Retirement Security SmartBrief

Advisers face uphill battle for millennials

7/10/2014

  • Reuters

Wealth managers face a tough battle to win over millennials, who will control $9 trillion in assets by 2018 and who stand to inherit $36 trillion by 2061. Te group tends to be leery of the traditional… Read More

NASBP SmartBrief

News for surety-bond professionals

NASBP SmartBrief

Published in partnership with: National Association of Surety Bond Producers

Fla. expressway authority dissolves after official's bribery indictment

7/10/2014

  • Engineering News-Record

A former member of the Orlando-Orange County Expressway Authority in Florida is facing a bribery charge in connection with a post-work gathering at which he is alleged to have proposed a deal for remo… Read More

FPA SmartBrief

News and information for financial planners

FPA SmartBrief

Published in partnership with: Financial Planning Association

Commentary: NexGen conversation keeps evolving

7/7/2014

  • InvestmentNews (free registration)

Over the past four years, conversations among young planners at the Financial Planning Association's NexGen Gathering have focused on finding one's place within a firm, harnessing technology, buying a… Read More

IMCA Insight

News and information about investment management consulting

IMCA Insight

Published in partnership with: Investment Management Consultants Association

IMCA's Walters: Certifications can bolster a personal brand

7/7/2014

  • Financial Times (tiered subscription model)

Certifications can serve as key differentiators, says Sean Walters, CEO of IMCA. RIAs "don't have any other brand to lean on. Personal certifications is a way to invest in that personal brand." 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

FS Investment eyes debt market

7/8/2014

  • Motley Fool, The

Jordan Wathen expects strong demand for FS Investment's upcoming unsecured debt offering. "That would give FS Investment a new source of locked-in capital for five years at a price just barely over it… Read More

IRI Retirement Income SmartBrief

Retirement income industry news

IRI Retirement Income SmartBrief

Published in partnership with: Insured Retirement Institute

Longevity annuities are a boon to many

7/10/2014

  • Dallas Morning News (free content), The

In the wake of recent rule changes, longevity annuities are attracting more attention. "A 65-year-old married couple has a 60% chance that one spouse will live to age 90 and a 30% chance that one will… Read More

Insured Retirement Institute SmartBrief

Insured retirement income industry news

Insured Retirement Institute SmartBrief

Published in partnership with: Insured Retirement Institute

An income annuity "arms race" now underway?

7/8/2014

  • MarketWatch

Recent government rulings allowing longevity annuities within qualified retirement plans might ignite a new era in the annuities market. Longevity annuities will likely fare well against more establis… Read More

NVCA SmartBrief

News for the startup ecosystem

NVCA SmartBrief

Published in partnership with: National Venture Capital Association

VC funds eye European startups

7/10/2014

  • ZDNet

More venture capital funds have set their sights on European startups, which traditionally have had less access to capital than U.S. startups. Google Ventures is the latest to announce a European fund… Read More