Wealth Management

FSI Newsbrief

News for independent broker-dealers and financial advisors

FSI Newsbrief

Published in partnership with: Financial Services Institute

FSI adds close to 150 new members

4/24/2014

  • Financial Advisor online

The Financial Services Institute has added nearly 150 new members from Moloney Securities in St. Louis. "Given the highly regulated environment in which we operate, it is of paramount importance that … Read More

NAIFA SmartBrief

Insurance News

NAIFA SmartBrief

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

People keep adding to defined-contribution plans

4/24/2014

  • Financial Advisor online

The vast majority of participants in defined-contribution plans kept putting money into them in 2013, as only 2.7% stopped contributing, a study from the Investment Company Institute says. Only 1.7% t… Read More

Financial Planning Digest

The latest news for CPA personal financial planners

Financial Planning Digest

Published in partnership with: American Institute of Certified Public Accountants

Consider location when selecting long-term care services

4/24/2014

  • Financial Advisor online

The cost of long-term care varies widely by location. The national median cost of a private nursing home this year is $87,600, but it can cost more than $155,000 in Connecticut or less than $58,000 in… Read More

Retirement Security SmartBrief

A publication for individual investors

Retirement Security SmartBrief

Four questions to ask before hiring an adviser

4/24/2014

  • Forbes

Lots of professionals have opinions about what you should do with your money. Mitch Tuchman offers four questions to ask before you pay someone for that advice, starting with the person's fees and how… Read More

NASBP SmartBrief

News for surety-bond professionals

NASBP SmartBrief

Published in partnership with: National Association of Surety Bond Producers

N.Y. to award $314M in bridge contracts for DBEs

4/23/2014

  • Journal News (White Plains, N.Y.) (tiered subscription model), The

Firms certified as disadvantaged business enterprises are poised to gain a total of $314 million in contracts for the $3.9 billion Tappan Zee Bridge replacement project. The federal government is requ… Read More

FPA SmartBrief

News and information for financial planners

FPA SmartBrief

Published in partnership with: Financial Planning Association

Understanding the 2 paradigms of retirement income

4/21/2014

  • Journal of Financial Planning

Financial planners should be familiar with both probability-based and safety-first approaches to retirement income, even if they tend to agree with only one of these, writes Wade Pfau, professor of re… Read More

IMCA Insight

News and information about investment management consulting

IMCA Insight

Published in partnership with: Investment Management Consultants Association

N.D. looms as a growth market for advisors

4/15/2014

  • Wall Street Journal (tiered subscription model), The

Financial advisors are scarce in North Dakota, where the oil and gas industry has given rise to a boom in high net worth investors. While advisory firms are waking up to the opportunity, the state rem… 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

Investor discusses his Fifth Street Finance position

4/22/2014

  • Seeking Alpha

Investor Michael J. Bernard takes a look at high-yield stocks and comes away impressed with business development company Fifth Street Finance. "FSC has net positive insider buying and an institutional… Read More

IRI Retirement Income SmartBrief

Retirement income industry news

IRI Retirement Income SmartBrief

Published in partnership with: Insured Retirement Institute

Most annuity purchasers don't read their contract

4/24/2014

  • MarketWatch

Because most consumers don't read their annuity contracts, they don't really understand what they own or how it can be used, writes Melody Juge, managing director of Life Income Management. She advise… Read More

Insured Retirement Institute SmartBrief

Insured retirement income industry news

Insured Retirement Institute SmartBrief

Published in partnership with: Insured Retirement Institute

Helping to Secure Your Clients' Retirement: Transforming Social Security Into a Winning Retirement Strategy

4/22/2014

The Insured Retirement Institute and BlackRock partnered during National Retirement Planning Week® 2014 to provide a free webinar to financial advisors. A replay of the webinar, which focused on Soci… Read More