Wealth Management

FSI NewsBrief

News for independent broker-dealers and financial advisors

FSI NewsBrief

Published in partnership with: Financial Services Institute

Expansion of college-savings plans approved by House

2/26/2015

  • Hill, The

The House has approved legislation that would expand qualified expenses for 529 college-savings plans. President Barack Obama recently dropped a proposal to eliminate tax breaks for the accounts. Read… Read More

NAIFA SmartBrief

Insurance News

NAIFA SmartBrief

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

Report notes key opportunities in annuities

2/26/2015

  • BenefitsPro.com

Recent regulatory guidance from the Treasury Department on annuities in 401(k) plans presents an important growth opportunity for insurance companies, according to a report from A.M. Best. The report … Read More

Financial Planning Digest

The latest news for CPA personal financial planners

Financial Planning Digest

Published in partnership with: American Institute of CPAs

Legislation could slow Labor Dept. fiduciary proposal

2/26/2015

  • InvestmentNews (free registration)

A bill introduced by Rep. Ann Wagner, R-Mo., would force the Department of Labor to delay action on a fiduciary rule for retirement-account advisers until the Securities and Exchange Commission takes … Read More

Retirement Security SmartBrief

A publication for individual investors

Retirement Security SmartBrief

People want lifetime income, but few buy annuities

2/26/2015

  • InsuranceNewsNet online

A guaranteed monthly income in retirement is important to 84% of Americans, according to the TIAA-CREF 2015 Lifetime Income Survey. But only 14% have bought annuities and 65% said they don't understan… Read More

NASBP SmartBrief

News for surety-bond professionals

NASBP SmartBrief

Published in partnership with: National Association of Surety Bond Producers

Study: Female business owners more likely to put up personal credit

2/25/2015

  • CFO.com

More than 25% of women who own businesses have 10 to 19 personal lines of credit open, compared with 17.5% of men who own businesses, an Experian study says. Women-owned businesses have slightly lower… Read More

FPA SmartBrief

News and information for financial planners

FPA SmartBrief

Published in partnership with: Financial Planning Association

Hoping to reach millennials? Show that you understand their lives

2/23/2015

  • Wall Street Journal (tiered subscription model), The

An online presence is essential to reaching potential millennial clients, as is providing information online that's useful to them at this stage of their lives, writes Kate Holmes, CEO of Belmore Fina… Read More

IMCA Insight

News and information about investment management consulting

IMCA Insight

Published in partnership with: Investment Management Consultants Association

MIT to offer online education program for CIMA® certification

2/17/2015

  • ThinkAdvisor
  • OnWallStreet.com
  • Financial Advisor online

The MIT Sloan School of Management will begin offering an online registered education program for CIMA® certification candidates starting June 1. Professor Andrew Lo, a leading authority on hedge fun… Read More

IPA NewsBrief

The best stories about investment through education

IPA NewsBrief

Published in partnership with: Investment Program Association

Advisors enhance client returns with real estate

2/25/2015

  • Wall Street Journal (tiered subscription model), The

More advisors are turning to direct investments in commercial real estate to boost clients returns and add a low-correlated asset class to their portfolios. Such opportunities have proved popular with… Read More

IRI Retirement Income SmartBrief

Retirement income industry news

IRI Retirement Income SmartBrief

Published in partnership with: Insured Retirement Institute

Immediate annuity can help with inflation

2/26/2015

  • MarketWatch

Because of inflation, the income from fixed-income securities isn't really fixed, and retirees should consider compensating for that, writes Henry Hebeler. One strategy would be to "look for an inflat… Read More

Insured Retirement Institute SmartBrief

Insured retirement income industry news

Insured Retirement Institute SmartBrief

Published in partnership with: Insured Retirement Institute

Popular variable annuities that offer living benefits

2/23/2015

  • InvestmentNews (free registration)

Leading variable annuities with living benefits are ranked by third quarter 2014 variable annuity assets, based on data from Morningstar. Read More

NVCA SmartBrief

News for the startup ecosystem

NVCA SmartBrief

Published in partnership with: National Venture Capital Association

Opponents of Net rules not giving up

2/26/2015

  • Wall Street Journal (tiered subscription model), The

Today's vote on Net neutrality rules will embolden critics of the rules to take legal action quickly. It's also expected to spur lawmakers to redouble their efforts to build bipartisan support for a l… Read More