Wealth Management

FSI NewsBrief

News for independent broker-dealers and financial advisors

FSI NewsBrief

Published in partnership with: Financial Services Institute

What would make your life easier?

8/21/2014

  • ThinkAdvisor

Is there one thing that would truly make a daily difference at a firm? About 40% of financial professionals say in a survey that realizing more efficiency through a smarter operation would make gettin… Read More

NAIFA SmartBrief

Insurance News

NAIFA SmartBrief

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

Commentary: LTCI can be a "lifetime gift" for parents

8/21/2014

  • MarketWatch

Paying for a long-term-care insurance policy for parents can be a meaningful "lifetime gift," writes Robert Klein of the Retirement Income Center. Doing so can provide peace of mind and ensure the chi… 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 deal with cloud computing outages

8/21/2014

  • InvestmentNews (free registration)

Employing the resources of the cloud may boost efficiency and provide access to new applications for clients and advisers, but it comes with risks, like the outage that Microsoft reported on Monday fo… Read More

Retirement Security SmartBrief

A publication for individual investors

Retirement Security SmartBrief

Americans still eye stock market with suspicion

8/20/2014

  • BenefitsPro.com

Still smarting from the recession, 51% of Americans say they still do not trust the stock market or haven't been able to invest again, the latest Country Financial Security Index survey finds. Of thos… Read More

NASBP SmartBrief

News for surety-bond professionals

NASBP SmartBrief

Published in partnership with: National Association of Surety Bond Producers

States can use bonding requirements to exercise authority on P3s

8/21/2014

  • Lexology.com (free registration)

Contracts for public-private partnership projects differ by state in terms of the bonding requirements, which offer protection against contractor default as the private sector holds a great deal of co… Read More

FPA SmartBrief

News and information for financial planners

FPA SmartBrief

Published in partnership with: Financial Planning Association

Why first impressions still matter

8/18/2014

  • Journal of Financial Planning online/Practice Management blog

It's important for financial planners to make a good first impression, no matter how long they've been in business, writes Joni Youngwirth, managing principal of practice management at Commonwealth Fi… 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

Advisor recommends non-traded REITs as part of portfolio

8/19/2014

  • Investor's Business Daily

For income-oriented retirement savers with a moderate tolerance for risk, Joe Centra of the Allocation Resource Group suggests a model portfolio with 42% of the assets in stocks, 26% in an annuity, 7.… Read More

IRI Retirement Income SmartBrief

Retirement income industry news

IRI Retirement Income SmartBrief

Published in partnership with: Insured Retirement Institute

IRI: Annuity investors satisfied, complaints decline

8/21/2014

While some media reports suggest that complaints about variable annuities are on the rise, the Insured Retirement Institute notes arbitration data from the Financial Industry Regulatory Authority that… Read More

Insured Retirement Institute SmartBrief

Insured retirement income industry news

Insured Retirement Institute SmartBrief

Published in partnership with: Insured Retirement Institute

First person: Why I rolled a lump sum into an annuity

8/18/2014

  • InvestmentNews (free registration)

Mary Beth Franklin explains why she chose a lump sum distribution over a monthly income stream from her pension. "I was fortunate. I owned a deferred variable annuity with living benefits inside my in… Read More

NVCA SmartBrief

News for the startup ecosystem

NVCA SmartBrief

Published in partnership with: National Venture Capital Association

Calif. money flows into Israel

8/21/2014

  • CounterPunch

California's technology and venture capital industries have poured billions of dollars into Israel's startups over the past 20 years, making the state's tech sector a critical source of funds for the … Read More