Wealth Management

FSI NewsBrief

News for independent broker-dealers and financial advisors

FSI NewsBrief

Published in partnership with: Financial Services Institute

Sound drawdown strategy is essential

7/20/2014

  • Employee Benefit News

To ensure that they don't outlive savings, retirees must pursue a drawdown strategy that deals with risks and opportunities more effectively than the "4% rule." A flexible strategy might be the wisest… Read More

NAIFA SmartBrief

Insurance News

NAIFA SmartBrief

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

NAIFA's Nichols: Life insurance has key effect on clients' lives

7/21/2014

  • National Underwriter Life & Health

NAIFA President John Nichols says he is motivated to have an effect on the life insurance industry and how it enhances people's lives. "There are more potential clients; the need for our products and … 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 do estate planning for digital assets

7/21/2014

  • InvestmentNews (free registration)

This article discusses how financial advisers 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

Retirement Security SmartBrief

A publication for individual investors

Retirement Security SmartBrief

Think carefully before leaving an adviser

7/20/2014

  • Wall Street Journal (tiered subscription model), The

Even the best adviser may lag the market from time to time, Mark Hulbert writes. Investors should think carefully and examine an adviser's long-term performance before finding a new one. Read More

NASBP SmartBrief

News for surety-bond professionals

NASBP SmartBrief

Published in partnership with: National Association of Surety Bond Producers

Commentary: SBA's proposed "safe harbor" sends wrong message

7/16/2014

  • Hill, The

The Small Business Administration's proposed "safe harbor" policy would allow big companies to avoid fines or prison sentences for attempting to gain federal small-business contracts if they state the… Read More

FPA SmartBrief

News and information for financial planners

FPA SmartBrief

Published in partnership with: Financial Planning Association

Waters' SEC user-fee bill gains Bachus as co-sponsor

7/17/2014

  • ThinkAdvisor
  • WealthManagement.com (U.S.)

Rep. Spencer Bachus, R-Ala., has agreed to join Democratic lawmakers in co-sponsoring legislation introduced by Rep. Maxine Waters, D-Calif., allowing the Securities and Exchange Commission to increas… Read More

IMCA Insight

News and information about investment management consulting

IMCA Insight

Published in partnership with: Investment Management Consultants Association

Predicting the future of advisor-client interaction

7/9/2014

  • InvestmentNews (free registration)

Advisors will still communicate by phone and in-person with clients in the near future, but methods such as social media, text messaging and videoconferencing will gain importance, Matt Sirinides writ… 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

Non-traded REIT deals heating up again

7/16/2014

  • InvestmentNews (free registration)

Liquidity events involving non-traded REITs seem to be heating up this summer, suggesting an end to the relatively slow pace earlier this year. Read More

IRI Retirement Income SmartBrief

Retirement income industry news

IRI Retirement Income SmartBrief

Published in partnership with: Insured Retirement Institute

VAs are a good response to income demand; more products are needed

7/21/2014

  • Forbes

Providers of variable annuities and nontraded REITs have responded admirably to the need for yield at a time of historically low interest rates. But more products with better liquidity are needed, wri… Read More

Insured Retirement Institute SmartBrief

Insured retirement income industry news

Insured Retirement Institute SmartBrief

Published in partnership with: Insured Retirement Institute

Report: Focus on advisors to sell more annuities

7/14/2014

  • InvestmentNews (free registration)

Financial firms that emphasize marketing through wirehouses to sell annuities and other new products are making a mistake, according to a report from McKinsey & Co. Independent registered investment a… Read More

NVCA SmartBrief

News for the startup ecosystem

NVCA SmartBrief

Published in partnership with: National Venture Capital Association

NVCA: Software top VC investment recipient in Q2

7/21/2014

  • Patent Docs blog

The software sector received the biggest chunk of venture funding in the second quarter, followed closely by biotech, according the MoneyTree report from the National Venture Capital Association and P… Read More