Wealth Management

FSI NewsBrief

News for independent broker-dealers and financial advisors

FSI NewsBrief

Published in partnership with: Financial Services Institute

Fannie, Freddie, FHFA, lenders work on mortgage deal

10/20/2014

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

Fannie Mae, Freddie Mac, the Federal Housing Finance Agency and lenders are working on an agreement that would expand access to mortgages. The deal "would allow credit to flow more freely to lower- an… Read More

NAIFA SmartBrief

Insurance News

NAIFA SmartBrief

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

Upcoming Social Security increase is estimated at less than 2%

10/20/2014

  • ABC News

Estimates are putting the likely Social Security cost-of-living increase for 2015 at 1.6% to 1.8%. That would mean the fifth time in six years with an increase of less than 2%. Inflation, which in 201… Read More

Financial Planning Digest

The latest news for CPA personal financial planners

Financial Planning Digest

Published in partnership with: American Institute of CPAs

What you need to know about contingent fees

10/20/2014

  • AICPA Insights

A U.S. District Court recently ruled on the issue of contingent fees for CPAs, finding that the preparation of an ordinary refund claim was not "practice" before the Internal Revenue Service subject t… Read More

Retirement Security SmartBrief

A publication for individual investors

Retirement Security SmartBrief

What's in a name? A lot, where financial roles are concerned

10/19/2014

  • InsuranceNewsNet online

Cyril Tuohy explains the important differences between a registered investment adviser, a fee-based adviser and a commission-based broker -- their work and their obligations to clients. Read More

NASBP SmartBrief

News for surety-bond professionals

NASBP SmartBrief

Published in partnership with: National Association of Surety Bond Producers

Fla. lawyers: Construction resurgence is spurring contract negotiations, litigation

10/15/2014

The value of construction contracts awarded in South Florida doubled in June compared with a year earlier, and some law firms say they are gaining new business as contract negotiations pick up. Lawyer… Read More

FPA SmartBrief

News and information for financial planners

FPA SmartBrief

Published in partnership with: Financial Planning Association

Strategies for lowering your daily stress level

10/16/2014

  • WealthManagement.com (U.S.)

Financial advisers can reduce stress by identifying top daily priorities, figuring out which ones they can and can't control and avoiding colleagues who focus on the wrong targets, Matt Oechsli writes… 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

Rep. Garrett wants FINRA to delay work on CARDS

10/15/2014

  • InvestmentNews (free registration)
  • ThinkAdvisor

Garrett

The Financial Industry Regulatory Authority should delay work on the proposed Comprehensive Automated Risk Data System, said Rep. Scott Garrett, R-N.J. "Before moving forward with this proposal, there… Read More

IRI Retirement Income SmartBrief

Retirement income industry news

IRI Retirement Income SmartBrief

Published in partnership with: Insured Retirement Institute

Client's annuity purchase should be coordinated with other income

10/20/2014

  • TheFiscalTimes.com

Retirement savers should buy an annuity that when combined with Social Security and other pensions covers their fixed costs in retirement, says Curt Knotick. "That way, they have the confidence of kno… Read More

Insured Retirement Institute SmartBrief

Insured retirement income industry news

Insured Retirement Institute SmartBrief

Published in partnership with: Insured Retirement Institute

IRI Chairman Robert Moore: Americans' retirement solutions must be protected

10/13/2014

  • BenefitsPro.com

The retirement industry must unite to ensure that the retirement strategies now available to Americans are not lost, said Robert Moore, newly-elected chairman of the Insured Retirement Institute's boa… Read More

NVCA SmartBrief

News for the startup ecosystem

NVCA SmartBrief

Published in partnership with: National Venture Capital Association

Upstate N.Y. startups aim for more late-stage funding

10/20/2014

  • Rochester Democrat and Chronicle (N.Y.) (tiered subscription model)

Local institutions incubate strong startups in upstate New York, but then some "reach the venture capital 'valley of death,' " writes Tom Tobin. They must find millions in funding if they hope to rea… Read More