Wealth Management

FSI NewsBrief

News for independent broker-dealers and financial advisors

FSI NewsBrief

Published in partnership with: Financial Services Institute

Treasury: Only legislation can end Fannie, Freddie control

11/24/2014

  • Wall Street Journal (tiered subscription model), The

The Obama administration will not end government control of Fannie Mae and Freddie Mac without legislation, a Treasury Department spokesman said. Sen. Tim Johnson, D-S.D., said at a Senate banking com… Read More

NAIFA SmartBrief

Insurance News

NAIFA SmartBrief

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

Editorial: More minorities are needed in financial-adviser ranks

11/24/2014

  • InvestmentNews (free registration)

Hiring minorities as financial advisers is beneficial to business in addition to being "the right thing to do from a moral standpoint," this editorial argues. Minorities will be more at ease if they a… Read More

Financial Planning Digest

The latest news for CPA personal financial planners

Financial Planning Digest

Published in partnership with: American Institute of CPAs

Pope urges accountants to pursue progress for all

11/24/2014

  • Journal of Accountancy online

In a Nov. 14 address in Rome to World Congress of Accountants delegates, Pope Francis reminded accountants that their work is a service to the community and encouraged the profession to use this persp… Read More

Retirement Security SmartBrief

A publication for individual investors

Retirement Security SmartBrief

More employers turn to 401(k) auto-enrollment

11/23/2014

  • Business Insurance (tiered subscription model)

A Towers Watson & Co. survey finds 68% of employers offered an automatic-enrollment feature for their 401(k) and other defined-contribution plans this year, up from 65% in 2012. Read More

NASBP SmartBrief

News for surety-bond professionals

NASBP SmartBrief

Published in partnership with: National Association of Surety Bond Producers

Women's Chamber CEO: $5B in contracts went to firms that misrepresented themselves

11/19/2014

  • American City Business Journals

A Government Accountability Office study says more than 40% of the recipients of Small Business Administration contracts set aside for women-owned firms didn't qualify to receive them. The CEO of the … Read More

FPA SmartBrief

News and information for financial planners

FPA SmartBrief

Published in partnership with: Financial Planning Association

Senator: IRS should rein in large IRAs used to avoid taxes

11/20/2014

  • ThinkAdvisor
  • Bloomberg

A Government Accountability Office report highlights high-value IRAs, worth more than $1 million, that avoid taxes through alternative investment strategies such as excess contributions and undervalue… Read More

IMCA Insight

News and information about investment management consulting

IMCA Insight

Published in partnership with: Investment Management Consultants Association

IMCA continues to cultivate independent advisors as members

11/11/2014

  • Financial Advisor online

The Investment Management Consultants Association will continue to focus on recruiting more independent advisors as members. Over the past seven years, independent advisors have risen to account for 2… 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

Paramount's $2.3B IPO sets record for U.S. REITs

11/19/2014

  • Bloomberg
  • Wall Street Journal (tiered subscription model), The
  • Reuters
  • Financial Times (tiered subscription model)

Paramount Group has raised $2.3 billion in a 131-milion-share initial public offering on the New York Stock Exchange. Paramount plans to qualify as a real estate investment trust, making this IPO a re… Read More

IRI Retirement Income SmartBrief

Retirement income industry news

IRI Retirement Income SmartBrief

Published in partnership with: Insured Retirement Institute

Retirement experts focused on safety recommend annuities, bonds

11/24/2014

  • Wall Street Journal (tiered subscription model), The

Retirement expert Wade Pfau says there are two schools of thought about saving for retirement: the probability approach and the more cautious view that focuses on guaranteed income. Authorities who em… Read More

Insured Retirement Institute SmartBrief

Insured retirement income industry news

Insured Retirement Institute SmartBrief

Published in partnership with: Insured Retirement Institute

IRI honors Minn. insurance commissioner

11/19/2014

  • InsuranceNewsNet online

Minnesota Insurance Commissioner Mike Rothman was given the IRI Champions of Retirement Security Award by the Insured Retirement Institute. "By actively participating in National Retirement Planning W… Read More

NVCA SmartBrief

News for the startup ecosystem

NVCA SmartBrief

Published in partnership with: National Venture Capital Association

Silicon Valley employees tepidly applaud immigration action

11/24/2014

  • New York Times (tiered subscription model), The

President Barack Obama's executive action on immigration fell short of expectations in Silicon Valley. "Nonetheless, some immigrants working in technology were heartened by the president's actions and… Read More