Wealth Management

FSI NewsBrief

News for independent broker-dealers and financial advisors

FSI NewsBrief

Published in partnership with: Financial Services Institute

Good advisors shouldn't fear robots

7/22/2014

  • National Underwriter Life & Health

The key for financial advisors to meet the challenge posed by robo-advisors is to focus on advocating for clients as well as possible, writes Adam Cufr, founding principal of Fourth Dimension Financia… Read More

NAIFA SmartBrief

Insurance News

NAIFA SmartBrief

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

Appeals courts disagree on extent of ACA subsidies

7/23/2014

  • New York Times (tiered subscription model), The

The U.S. Court of Appeals for the District of Columbia ruled Tuesday that subsidies should not go to people buying health insurance on the federal exchange, while the 4th U.S. Circuit Court of Appeals… 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

Retirement investors should understand these terms

7/22/2014

  • Credit.com

AJ Smith, managing editor of SmartAsset, explains 10 terms that that could be important for retirement investors. 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

SEC picks U. of Florida professor as top economist

7/21/2014

  • ThinkAdvisor

Mark J. Flannery, a finance professor at the University of Florida, will be the Securities and Exchange Commission's next chief economist and director of its economic think tank, which is called the D… 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

Barclays lawsuit triggers concerns by some FIA owners

7/23/2014

  • InsuranceNewsNet online

Some agents who sell fixed index annuities linked to Barclays indexes received calls from worried clients after New York Attorney General Eric Schneiderman filed a lawsuit against Barclays. Experts do… Read More

Insured Retirement Institute SmartBrief

Insured retirement income industry news

Insured Retirement Institute SmartBrief

Published in partnership with: Insured Retirement Institute

Rep. Lankford: Broker fiduciary rule would hurt middle class

7/21/2014

  • InvestmentNews (free registration)

Rep. James Lankford, R-Okla., says he opposes a uniform fiduciary standard for financial advisors, including those licensed as brokers, who work with retail investors because it would deny advice to p… Read More

NVCA SmartBrief

News for the startup ecosystem

NVCA SmartBrief

Published in partnership with: National Venture Capital Association

Japanese investors scour Asia for startups

7/23/2014

  • Wall Street Journal (tiered subscription model), The

Asian startups are fielding inquiries from a steady stream of Japanese investors as more venture capital in general floods into several regions, notably Southeast Asia and North Asia. Read More