Wealth Management

FSI NewsBrief

News for independent broker-dealers and financial advisors

FSI NewsBrief

Published in partnership with: Financial Services Institute

Periodic beneficiary reviews should be a priority

7/25/2014

  • InvestingDaily.com

Clients are making a big estate-planning mistake if they don't occasionally review beneficiary designations in their annuity contracts, retirement accounts and insurance policies, writes Bob Carlson, … Read More

NAIFA SmartBrief

Insurance News

NAIFA SmartBrief

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

Life insurers seek to boost sales to middle class

7/25/2014

  • Wall Street Journal (tiered subscription model), The

Life insurance companies are targeting middle-class consumers, hoping to reverse a decadeslong trend of declining individual policy sales. MetLife is trying to sell in Wal-Mart stores, although some p… Read More

Financial Planning Digest

The latest news for CPA personal financial planners

Financial Planning Digest

Published in partnership with: American Institute of CPAs

Advisers should warn clients about fraud risks

7/24/2014

  • Financial Advisor online

Steven Crosby, global private banking and wealth management leader for the Americas for PwC, says advisers should warn clients about the risk of fraud before they are victimized. CPAs are well-placed … Read More

Retirement Security SmartBrief

A publication for individual investors

Retirement Security SmartBrief

Commentary: Go beyond sales pitches

7/23/2014

  • Time.com

Marc Freedman warns that you can make some bad decisions if you listen only to sales pitches. Instead, he advises thoroughly examining how products affect your overall money picture. Read More

NASBP SmartBrief

News for surety-bond professionals

NASBP SmartBrief

Published in partnership with: National Association of Surety Bond Producers

Commentary: How contractors can evaluate, expand bonding capacity

7/24/2014

  • New Hampshire Business Review

Construction companies and contractors need to examine their bonding capacity, which determines the number and size of jobs they can undertake, according to a certified public accountant. Best practic… Read More

FPA SmartBrief

News and information for financial planners

FPA SmartBrief

Published in partnership with: Financial Planning Association

Insurance affiliation can cloud fee-only label

7/21/2014

  • InvestmentNews (free registration)

The Certified Financial Planner Board of Standards says planners with a broker-dealer affiliation cannot claim fee-only status, but the situation is less clear for planners with an insurance company a… Read More

IMCA Insight

News and information about investment management consulting

IMCA Insight

Published in partnership with: Investment Management Consultants Association

Estate planning with digital assets in mind

7/21/2014

  • InvestmentNews (free registration)

This article discusses how financial advisors can protect clients' digital assets. The process starts with an inventory of digital assets and an assessment of the terms of service for each online serv… 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

SEC mulls changes to accredited investor definition

7/23/2014

  • Wall Street Journal (tiered subscription model), The

The Securities and Exchange Commission, as required by Dodd-Frank, is taking a look at possible changes to the criteria to be considered an accredited investor. The agency is not likely to make perman… Read More

IRI Retirement Income SmartBrief

Retirement income industry news

IRI Retirement Income SmartBrief

Published in partnership with: Insured Retirement Institute

Download Your Copy of the IRI Fact Book 2014

7/25/2014

The IRI Fact Book 2014 is now available to download on www.myIRIonline.org. Offering financial professionals the latest retirement income research, industry data, and sales reports for the variable an… Read More

Insured Retirement Institute SmartBrief

Insured retirement income industry news

Insured Retirement Institute SmartBrief

Published in partnership with: Insured Retirement Institute

Opinion: Longevity insurance in retirement plans is a great idea

7/21/2014

  • InvestmentNews (free registration)

Given the new Treasury Department rule on longevity insurance, advisors should recommend that their clients hold the products within their retirement accounts, writes Robert Gordon, CEO of Twenty-Firs… Read More

NVCA SmartBrief

News for the startup ecosystem

NVCA SmartBrief

Published in partnership with: National Venture Capital Association

Lifestyle is one key to Colorado's startup success, governor says

7/25/2014

  • Information, The

Things are going well for Colorado's venture capital ecosystem, and the state's lifestyle has a lot to do with that, says Gov. John Hickenlooper. He notes that the state has also passed several bills … Read More