Wealth Management

FSI NewsBrief

News for independent broker-dealers and financial advisors

FSI NewsBrief

Published in partnership with: Financial Services Institute

Advisors should study up on college costs

9/14/2014

  • InvestmentNews (free registration)

With more clients struggling to fit college costs into their financial picture, advisors would do well for their customers and their firms to educate themselves about the costs of higher education. Read More

NAIFA SmartBrief

Insurance News

NAIFA SmartBrief

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

Voluntary benefits sales increasing, consultant says

9/15/2014

  • Boston Globe (tiered subscription model), The

New sales of voluntary benefits reached $6.6 billion in 2013, up 4.3% from 2012 and 60% from 10 years before, according to Gil Lowerre, whose consulting firm tracks the market. Two-thirds of carriers … Read More

Financial Planning Digest

The latest news for CPA personal financial planners

Financial Planning Digest

Published in partnership with: American Institute of CPAs

Social Security Trust Funds could run out of cash by 2033

9/15/2014

  • AICPA Insights

The Social Security Trust Funds could be depleted in 19 years, at which time 77% of benefits will be payable to beneficiaries, according to the Social Security Administration board of trustees' annual… Read More

Retirement Security SmartBrief

A publication for individual investors

Retirement Security SmartBrief

Proposed rules for nontraded REITs come too late for some

9/14/2014

  • InvestmentNews (free registration)

Industry regulators and representatives are looking at proposed changes to the North American Securities Administrators Association's policy on real estate investment trusts, intended to better protec… Read More

NASBP SmartBrief

News for surety-bond professionals

NASBP SmartBrief

Published in partnership with: National Association of Surety Bond Producers

N.Y., Ill. officials: Contractors are more hesitant to misclassify workers

9/11/2014

  • McClatchy Washington Bureau

Illinois and New York have risen as front-runners among states seeking to end the practice of worker misclassification, according to this analysis. Construction companies that wrongly label their empl… Read More

FPA SmartBrief

News and information for financial planners

FPA SmartBrief

Published in partnership with: Financial Planning Association

Stopgap government-funding bill lacks SEC funding boost

9/12/2014

  • ThinkAdvisor

The House plans to vote next week on a bill that would keep the U.S. government running until Dec. 11. The legislation would keep funding for the Securities and Exchange Commission at the existing lev… Read More

IMCA Insight

News and information about investment management consulting

IMCA Insight

Published in partnership with: Investment Management Consultants Association

The best way to lock in new clients

9/2/2014

  • ThinkAdvisor

What's the best process to win more clients? "Ask questions, listen closely to the answers, then determine the best course of action to help the client," writes Mike Patton. But that's easier said tha… 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

Inland's Goodwin performs well in banking again

9/10/2014

  • Crain's Chicago Business (tiered subscription model)

Daniel Goodwin, who heads The Inland Real Estate Group of Cos., has fared well recently in the banking industry. His Inland Bank & Trust has turned profitable, after a setback in 2012. Read More

IRI Retirement Income SmartBrief

Retirement income industry news

IRI Retirement Income SmartBrief

Published in partnership with: Insured Retirement Institute

Expert: RMD-guided drawdowns are not as safe as annuities

9/15/2014

  • PlanAdviser.com

Required minimum distributions as a guide for drawdowns aren't necessarily ideal, notes David Richardson of the TIAA-CREF Institute. "[P]articipants will draw down assets earlier and will have a lower… Read More

Insured Retirement Institute SmartBrief

Insured retirement income industry news

Insured Retirement Institute SmartBrief

Published in partnership with: Insured Retirement Institute

Low-rate environment doesn't slow surge in annuity sales

9/10/2014

  • Financial-Planning.com
  • IFAWebNews.com

Despite historically low interest rates, sales of annuities are soaring, with sales of fixed annuities hitting a five-year high in the second quarter, according to the Insured Retirement Institute. On… Read More

NVCA SmartBrief

News for the startup ecosystem

NVCA SmartBrief

Published in partnership with: National Venture Capital Association

Commentary: A founder's objective should be a monopoly

9/15/2014

  • Wall Street Journal (tiered subscription model), The

People who launch startups should focus on building a monopoly, venture capitalist Peter Thiel argues. "Monopoly is the condition of every successful business," he writes. Read More