Wealth Management

FSI NewsBrief

News for independent broker-dealers and financial advisors

FSI NewsBrief

Published in partnership with: Financial Services Institute

Advisors should ponder disability options for women

10/24/2014

  • WealthManagement.com (U.S.)

Financial advisors should plan for the possibility that some clients will not be able to continue working, for whatever reason. Diana Britton offers nine "disability strategies that advisors may want … Read More

NAIFA SmartBrief

Insurance News

NAIFA SmartBrief

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

Commentary: Social Security adjustment can benefit retirement planning

10/23/2014

  • InsuranceNewsNet online

The new Social Security cost-of-living adjustment won't add a great deal of money to clients' retirement income, but it offers opportunities for advisers to strengthen their relationships with clients… 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 safeguard clients' digital assets

10/23/2014

  • ThinkAdvisor

The value of the average American's digital assets is $55,000, according to a survey by global recruiting company MSI International. Advisers can create digital estate plans to help clients protect th… Read More

Retirement Security SmartBrief

A publication for individual investors

Retirement Security SmartBrief

Look to bond mutual funds for stability

10/23/2014

  • ABC News

Stan Choe's forecast for bond funds next year predicts they will make a little money for investors and will continue to be more stable than stocks, though not as stable as in the past. Read More

NASBP SmartBrief

News for surety-bond professionals

NASBP SmartBrief

Published in partnership with: National Association of Surety Bond Producers

Skilled-labor shortage attributed to oil boom in N.D., Texas, Colo.

10/22/2014

  • CNNMoney

Construction contractors say they are struggling to find skilled employees as oil companies are offering pay in six-figure territory along with signing bonuses in areas of North Dakota, Texas and Colo… Read More

FPA SmartBrief

News and information for financial planners

FPA SmartBrief

Published in partnership with: Financial Planning Association

Taking a lesson from Disney on the client experience

10/23/2014

  • Journal of Financial Planning online/Practice Management blog

Adviser marketing trainer Kristin Harad writes about the staff response at Disneyland when her daughter dropped a lollipop before boarding a ride: The little girl received a gift certificate for a rep… Read More

IMCA Insight

News and information about investment management consulting

IMCA Insight

Published in partnership with: Investment Management Consultants Association

Alternative investments are key for portfolio diversification, panelists say

10/14/2014

  • InvestmentNews (free registration)

Investors should allocate a portion of their portfolio to alternative assets, according to Theodore Enders, senior portfolio strategist at Goldman Sachs Asset Management, and Bruce Emken, a member of … 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

Economists predict strength in commercial real estate

10/23/2014

  • SCT Newswire

Occupancy and rent for commercial real estate will increase during the next three years, keeping transaction volume strong, according to a survey of economists by the Urban Land Institute. Read More

IRI Retirement Income SmartBrief

Retirement income industry news

IRI Retirement Income SmartBrief

Published in partnership with: Insured Retirement Institute

Sens. Harkin, Wyden want rules for shifting pension risk

10/24/2014

  • Pensions & Investments (free access for SmartBrief readers)

Two senators have asked federal agencies to adopt rules governing companies that derisk pension plans by transferring liabilities to group annuities or by making lump-sum distributions. Senate Health,… Read More

Insured Retirement Institute SmartBrief

Insured retirement income industry news

Insured Retirement Institute SmartBrief

Published in partnership with: Insured Retirement Institute

IRI applauds Labor Secretary's fact-gathering on fiduciary rule

10/22/2014

  • InvestmentNews (free registration)

The Insured Retirement Institute's president and CEO, Cathy Weatherford, said she is pleased with the outreach effort of Labor Secretary Thomas Perez in connection with the agency's work on a revised … Read More

NVCA SmartBrief

News for the startup ecosystem

NVCA SmartBrief

Published in partnership with: National Venture Capital Association

Silicon Valley House race headed for photo finish

10/24/2014

  • Time.com

The two candidates battling for the House seat representing most of Silicon Valley are in a dead heat, polls indicate. The race is being watched to see whether California's relatively new electoral sy… Read More