Wealth Management

FSI NewsBrief

News for independent broker-dealers and financial advisors

FSI NewsBrief

Published in partnership with: Financial Services Institute

Investors, advisors worry most about volatility

7/30/2014

  • ThinkAdvisor

Two surveys have found that market volatility is the top concern of financial advisors and clients. But with volatility actually lower this year, some wonder whether the anxiety is misplaced. Read More

NAIFA SmartBrief

Insurance News

NAIFA SmartBrief

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

Commentary: How insurance is bought shouldn't affect customer service

7/31/2014

  • InsuranceTech.com

Distinctly branded insurance websites are becoming a thing of the past, writes Kathy Hutson of IBM Global Insurance. Research shows that insurers that embrace technology and integrate their services a… Read More

Financial Planning Digest

The latest news for CPA personal financial planners

Financial Planning Digest

Published in partnership with: American Institute of CPAs

House may vote on estate tax repeal

7/31/2014

  • Financial Advisor online

House Ways and Means Committee Chairman Dave Camp, R-Mich., says lawmakers are considering whether to vote on a bill to repeal the estate tax. The measure would likely pass the Republican-controlled H… Read More

Retirement Security SmartBrief

A publication for individual investors

Retirement Security SmartBrief

How to sort out 401(k)s, IRAs and insurance post-divorce

7/30/2014

  • MainStreet.com

Sorting out changes in beneficiaries for retirement plans and insurance after a divorce can be challenging, Juliette Fairley writes. She interviews financial experts who explain how each person could … Read More

NASBP SmartBrief

News for surety-bond professionals

NASBP SmartBrief

Published in partnership with: National Association of Surety Bond Producers

Group proposes changes to address federal workforce issues

7/30/2014

  • Government Executive

A report by the Professional Services Council offers 42 recommendations for federal acquisition changes aimed at delivering a system with greater "speed to outcome," developing contracting officers wi… Read More

FPA SmartBrief

News and information for financial planners

FPA SmartBrief

Published in partnership with: Financial Planning Association

SEC warns investors about social media scams

7/28/2014

  • ThinkAdvisor

Investors should watch out for unregistered advisers and brokers and other fraudsters who are attempting to manipulate markets through social media posts, the Securities and Exchange Commission warns.… 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

Banks underwrite fewer REIT IPOs, but private deals are plentiful

7/30/2014

  • Wall Street Journal (tiered subscription model), The

In the first half of the year, REITs have issued $11.7 billion in stock in initial and secondary offerings, compared with $21.3 billion in the first half of 2013, according to Dealogic data. There hav… Read More

IRI Retirement Income SmartBrief

Retirement income industry news

IRI Retirement Income SmartBrief

Published in partnership with: Insured Retirement Institute

Annuity provider The Phoenix Companies reportedly exploring sale

7/31/2014

  • Reuters

Annuity and life insurance company The Phoenix Companies has employed Sandler O'Neill and Partners and Goldman Sachs to advise it on the possible sale of the company. The company's annuity unit is PHL… Read More

Insured Retirement Institute SmartBrief

Insured retirement income industry news

Insured Retirement Institute SmartBrief

Published in partnership with: Insured Retirement Institute

Study: Top-performing advisors use tech best

7/28/2014

  • InvestmentNews (free registration)

The best-managed financial-advisory firms are those taking an integrated approach to technology, according to the 2014 RIA Benchmarking Study by Charles Schwab. Such firms -- the top 20% based on prof… Read More

NVCA SmartBrief

News for the startup ecosystem

NVCA SmartBrief

Published in partnership with: National Venture Capital Association

Big Data reshapes many sectors

7/31/2014

  • BetaNews

Corporate giants and government agencies aren't the only entities embracing Big Data. Practically every sector of the economy, including farming, health care, management of small cities, education and… Read More