Wealth Management

FSI NewsBrief

News for independent broker-dealers and financial advisors

FSI NewsBrief

Published in partnership with: Financial Services Institute

Report notes that savers struggle with lifetime income

8/26/2014

  • PlanAdviser.com

Regulators should establish a framework to encourage retirees to automatically purchase target-date funds, managed accounts, lifetime-income annuities and other products that can help manage longevity… Read More

NAIFA SmartBrief

Insurance News

NAIFA SmartBrief

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

Advisers are rethinking standard 4% withdrawal rate

8/27/2014

  • Financial-Planning.com

Some advisers say they use the 4% annual portfolio withdrawal recommendation as a guideline, because some clients' situations require lower withdrawals. Advisers can work closely with individuals to "… 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 help clients deal with a windfall

8/25/2014

  • Financial-Planning.com

Cicily Maton, founder of Aequus Wealth Management Resources, has a clinical psychologist on staff to help clients deal with windfalls. Most of her clients come to her firm because they receive a cash … Read More

Retirement Security SmartBrief

A publication for individual investors

Retirement Security SmartBrief

Understanding investor behavior critical for advisers

8/25/2014

  • ThinkAdvisor

Blake Allison believes advisers must understand how their clients' behavior patterns drive their financial decisions. "Having that kind of information makes the financial planning conversation that mu… 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

Set your agenda for FPA annual conference

8/25/2014

  • Journal of Financial Planning online/Practice Management blog

Advisers planning to attend FPA's annual conference in Seattle next month will raise the return on their investment if they focus on more than just checking off continuing education requirements or mi… 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

Zacks: Annuity sales help send Symetra stock to 52-week high

8/27/2014

  • Zacks

Improved sales of deferred annuities, income annuities and individual life contracts made major contributions to Symetra Financial's strong second-quarter results, according to Zacks Equity Research. … Read More

Insured Retirement Institute SmartBrief

Insured retirement income industry news

Insured Retirement Institute SmartBrief

Published in partnership with: Insured Retirement Institute

Q2 indexed annuity sales break all records

8/25/2014

  • InsuranceNewsNet online

Sales of indexed annuities in the second quarter surged to $12.6 billion, a new record, according to Wink's Sales & Market Report. The total was 36.54% higher than a second quarter a year ago, accordi… Read More

NVCA SmartBrief

News for the startup ecosystem

NVCA SmartBrief

Published in partnership with: National Venture Capital Association

The "invisible workforce" in Silicon Valley

8/26/2014

  • Wall Street Journal (tiered subscription model), The

Blacks and Latinos account for a large share of the low-wage workers at Silicon Valley companies, finds a report from the labor-affiliated Working Partnerships USA. Nearly all are contract workers. Th… Read More