Wealth Management

FSI NewsBrief

News for independent broker-dealers and financial advisors

FSI NewsBrief

Published in partnership with: Financial Services Institute

Taxes on retirement income explained

8/29/2014

  • Kiplinger's Personal Finance

Overlooking taxes on retirement income is a common mistake. The order in which a person withdraws from accounts can make a huge difference. Sandra Block looks at how several products are taxed. Read More

NAIFA SmartBrief

Insurance News

NAIFA SmartBrief

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

Survey: Insurers are poised to experience a tech hiring boom

8/29/2014

  • TMCNet.com

A survey by Jacobson Group and The Ward Group says the insurance industry's enhanced business intelligence, increased reliance on mobile applications and other technological shifts mean that insurers … Read More

Financial Planning Digest

The latest news for CPA personal financial planners

Financial Planning Digest

Published in partnership with: American Institute of CPAs

How to choose customer relationship management software

8/28/2014

  • InvestmentNews (free registration)

Software for customer management can save time and increase productivity, but it can also be expensive. This article reviews what to look for and how much to spend when shopping for customer relations… Read More

Retirement Security SmartBrief

A publication for individual investors

Retirement Security SmartBrief

Read the fine print on arbitration before signing with an adviser

8/28/2014

  • U.S. News & World Report

Joanne Cleaver writes that mandatory arbitration clauses in financial services contracts can be a wake-up call for investors. Prospective clients should review such clauses -- and the entire contract … Read More

NASBP SmartBrief

News for surety-bond professionals

NASBP SmartBrief

Published in partnership with: National Association of Surety Bond Producers

W.Va. governor announces RFQ phase for state's first P3

8/28/2014

  • Register-Herald (Beckley, W.Va.), The

West Virginia will issue a request for qualifications as it pursues its first public-private partnership to construct the upcoming phase of the Coalfields Expressway, Gov. Earl Ray Tomblin said. Read More

FPA SmartBrief

News and information for financial planners

FPA SmartBrief

Published in partnership with: Financial Planning Association

As a boss, make leadership your discipline

8/28/2014

  • Wall Street Journal (tiered subscription model), The

Leading a practice requires management and leadership skills that might not be intuitive. Experts say advisers can fill in their skills gaps by attending conferences, hiring executive coaches or seeki… Read More

IMCA Insight

News and information about investment management consulting

IMCA Insight

Published in partnership with: Investment Management Consultants Association

Do hedge funds fit in 401(k) plans?

8/19/2014

  • Wall Street Journal (tiered subscription model), The

The debate over whether alternative investments, notably hedge funds, belong in 401(k) plans continues to rage. Alternative investments certainly offer a way to better diversify portfolios with produc… 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

NASAA to propose guidelines for non-traded REITs

8/27/2014

  • Wall Street Journal (tiered subscription model), The

The North American Securities Administrators Association is working on guidelines it will propose by year's end that would limit how much investors can invest in public, non-listed REITs and scale bac… Read More

IRI Retirement Income SmartBrief

Retirement income industry news

IRI Retirement Income SmartBrief

Published in partnership with: Insured Retirement Institute

Can 401(k) rollover into annuity solve DB woes?

9/2/2014

  • Huffington Post, The

Defined benefit pension plans and their guaranteed lifetime income are disappearing. But for baby boomers, rolling a 401(k) into an immediate annuity is a practical solution that could provide income … Read More

Insured Retirement Institute SmartBrief

Insured retirement income industry news

Insured Retirement Institute SmartBrief

Published in partnership with: Insured Retirement Institute

Discounted Registration Rates Ending for VISION: IRI Annual Meeting 2014

8/25/2014

Discounted registration rates will end after this Friday for VISION: IRI Annual Meeting 2014. From lessons in leadership to executive perspectives on industry trends, VISION is your ticket to learning… Read More

NVCA SmartBrief

News for the startup ecosystem

NVCA SmartBrief

Published in partnership with: National Venture Capital Association

Clean-tech job creation doubles in Q2

8/29/2014

  • Huffington Post, The

The number of new clean-energy and clean-transportation jobs announced in the U.S. in the second quarter was double that of Q1, according to Environmental Entrepreneurs. Read More