Wealth Management

FSI Newsbrief

News for independent broker-dealers and financial advisors

FSI Newsbrief

Published in partnership with: Financial Services Institute

Fund managers tap into smart beta

4/21/2014

  • Financial Times (tiered subscription model)

More investors are embracing smart-beta products, which tweak the passive approach by tracking specific assets or stocks within an index. They sometimes deliver better returns than the broader market. Read More

NAIFA SmartBrief

Insurance News

NAIFA SmartBrief

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

Some states show reluctance to seek federal funding for exchanges

4/21/2014

  • Associated Press, The

States using the federal health insurance exchange have until November to pursue hundreds of millions of dollars in government grants to start their own exchanges. But even states that would seem like… 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

How to use tuition credit perks to retain clients

4/17/2014

  • Nerd's Eye View blog

In this column, financial blogger Michael Kitces writes about a program for financial advisers called the SAGE Scholars Tuition Rewards program, which offers clients "rewards points" based on assets u… Read More

Retirement Security SmartBrief

A publication for individual investors

Retirement Security SmartBrief

Average investors generate poor returns over time

4/18/2014

  • MarketWatch

Many ordinary retirement investors are doing themselves a disservice by trying to manage their own investments, Mitchell Tuchman writes. He cites the latest report from market research firm Dalbar, wh… Read More

NASBP SmartBrief

News for surety-bond professionals

NASBP SmartBrief

Published in partnership with: National Association of Surety Bond Producers

False Claims Act settlement totals $1.9M for masonry contractors

4/16/2014

  • Daily News (Jacksonville, N.C.), The

A settlement of nearly $1.9 million related to False Claims Act allegations has been paid by two individuals and five masonry subcontractors accused of misrepresenting their status as disadvantaged sm… Read More

FPA SmartBrief

News and information for financial planners

FPA SmartBrief

Published in partnership with: Financial Planning Association

FPA study: 53% of advisers feel time is out of their control

4/18/2014

  • Financial Advisor online
  • National Underwriter Life & Health
  • ThinkAdvisor
  • PlanAdviser.com

Among advisers, 53% say they are not in control of their time and 49% say they are not in control of their business, finds a study from the Financial Planning Association's Research and Practice Insti… 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

Capital flows into non-traded REITs remain strong

4/15/2014

  • InvestmentNews (free registration)

More than $4 billion flowed into non-traded REITs in the first quarter of 2014, according to data from the Investment Program Association and Robert A. Stanger and Co. That compares with inflows of $3… Read More

IRI Retirement Income SmartBrief

Retirement income industry news

IRI Retirement Income SmartBrief

Published in partnership with: Insured Retirement Institute

Retirees can use the "reset" Social Security option

4/21/2014

  • Christian Science Monitor, The

Although few people know about it, Social Security rules offer a "reset" option for retirees who started taking benefit payments early. By suspending their benefits for a while, they can significantly… Read More

Insured Retirement Institute SmartBrief

Insured retirement income industry news

Insured Retirement Institute SmartBrief

Published in partnership with: Insured Retirement Institute

IRI joins coalition in defense of retirement savings tax incentives

4/14/2014

  • PlanSponsor.com

The Insured Retirement Institute is participating in the efforts of the Coalition to Preserve Retirement to suggest improvements to the draft of tax changes proposed by U.S. Rep. Dave Camp, R-Mich. "W… Read More