Wealth Management

FSI NewsBrief

News for independent broker-dealers and financial advisors

FSI NewsBrief

Published in partnership with: Financial Services Institute

Time to turbocharge retirement investing?

8/20/2014

  • GuruFocus.com

This might be a good time for retirement savers to turbocharge their efforts, writes Charles Sizemore, chief investment officer of Sizemore Capital Management. He offers advice on how to get started. Read More

NAIFA SmartBrief

Insurance News

NAIFA SmartBrief

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

Report: Life insurance plays big role in exec compensation packages

8/20/2014

  • National Underwriter Life & Health

Nearly three-fourths of large firms fund their executives' nonqualified deferred compensation plans through the use of company-owned permanent life insurance, while 82% fund supplemental executive ret… 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 protect clients from cybercrime

8/18/2014

  • ThinkAdvisor

Financial advisers are increasingly targeted by cybercrime, which claimed over 13 million victims in 2013, according to the Justice Department. Advisers can help clients avoid identity theft by heedin… Read More

Retirement Security SmartBrief

A publication for individual investors

Retirement Security SmartBrief

Picking a robo-adviser for a teen investor

8/19/2014

  • ETF.com

A young investor just beginning to build a portfolio has different needs than someone preparing for retirement. Elisabeth Kashner shares her experiences finding a robo-adviser for her 13-year-old son. Read More

NASBP SmartBrief

News for surety-bond professionals

NASBP SmartBrief

Published in partnership with: National Association of Surety Bond Producers

Small businesses competing for federal contracts mustn't be swayed by myths

8/13/2014

  • AllBusiness.com

Small-business owners must be aware of four "myths" to take advantage of the opportunities in federal contracting, according to one expert. Contracting with the government involves a learning curve an… Read More

FPA SmartBrief

News and information for financial planners

FPA SmartBrief

Published in partnership with: Financial Planning Association

Why first impressions still matter

8/18/2014

  • Journal of Financial Planning online/Practice Management blog

It's important for financial planners to make a good first impression, no matter how long they've been in business, writes Joni Youngwirth, managing principal of practice management at Commonwealth Fi… Read More

IMCA Insight

News and information about investment management consulting

IMCA Insight

Published in partnership with: Investment Management Consultants Association

Are you ready for a no-performance fee hedge fund?

8/5/2014

  • Bloomberg

Convoy Investments, a global macro fund launched in November, has turned heads with an innovative fee structure. It charges a 1.25% management fee, but a 0% performance fee. The average performance fe… 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

BDCs increasingly pushing aside private equity groups

8/13/2014

  • Forbes

In today's market, business development companies are regularly stepping in and taking the leverage loan deals that until recently would have been handled by other lenders, including private equity gr… Read More

IRI Retirement Income SmartBrief

Retirement income industry news

IRI Retirement Income SmartBrief

Published in partnership with: Insured Retirement Institute

Beneficiary designations pass annuity assets to heirs outside probate

8/20/2014

  • Gazette (Colorado Springs, Colo.), The

Annuities, retirement accounts and life insurance with beneficiary designations can be used to pass assets directly to heirs without being involved in a probate process. Read More

Insured Retirement Institute SmartBrief

Insured retirement income industry news

Insured Retirement Institute SmartBrief

Published in partnership with: Insured Retirement Institute

Insurance industry must change to accommodate the millennials

8/13/2014

  • Insurance Networking News

Trying to force solutions that worked for baby boomers upon millennials just won't work, writes Robert McIsaac, a principal focusing on life insurance, annuities and wealth management at Novarica. The… Read More

NVCA SmartBrief

News for the startup ecosystem

NVCA SmartBrief

Published in partnership with: National Venture Capital Association

A true pioneer in the venture industry

8/19/2014

  • MedCityNews.com

Kathryn Gould, among the early female venture capital pioneers in Silicon Valley, has plenty to say about making it in the industry. Read More