Wealth Management

FSI NewsBrief

News for independent broker-dealers and financial advisors

FSI NewsBrief

Published in partnership with: Financial Services Institute

SEC to scrutinize revisions to VA riders

11/20/2014

  • InsuranceNewsNet online

Norm Champ, director of the Securities and Exchange Commission Division of Investment Management, said the agency is paying close attention to annuity providers that attempt to reduce their exposure t… Read More

NAIFA SmartBrief

Insurance News

NAIFA SmartBrief

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

Report: Life insurance gets high marks for efficiency, agent services

11/20/2014

  • InsuranceNewsNet online

Consumers participating in the American Customer Satisfaction Index gave life insurers strong scores for how quickly policies are approved and how well their agents provide courteous service. Life ins… Read More

Financial Planning Digest

The latest news for CPA personal financial planners

Financial Planning Digest

Published in partnership with: American Institute of CPAs

Senator asks IRS to scrutinize "mega IRAs"

11/20/2014

  • ThinkAdvisor

Holders of large individual retirement accounts are using alternative investment strategies to cut their taxes, a Government Accountability Office report has found. Senate Finance Committee Chairman R… Read More

Retirement Security SmartBrief

A publication for individual investors

Retirement Security SmartBrief

Mutual funds a favorite of retirement savers

11/19/2014

  • Financial Advisor online

The Investment Company Institute finds baby boomers and members of Generation X have the highest rates of mutual fund ownership among households this year. Read More

NASBP SmartBrief

News for surety-bond professionals

NASBP SmartBrief

Published in partnership with: National Association of Surety Bond Producers

Women's Chamber CEO: $5B in contracts went to firms that misrepresented themselves

11/19/2014

  • American City Business Journals

A Government Accountability Office study says more than 40% of the recipients of Small Business Administration contracts set aside for women-owned firms didn't qualify to receive them. The CEO of the … Read More

FPA SmartBrief

News and information for financial planners

FPA SmartBrief

Published in partnership with: Financial Planning Association

The power of strategic pauses in presentations

11/17/2014

  • Journal of Financial Planning online/Practice Management blog

Slowing down a presentation with strategic pauses can help ensure you are communicating effectively, writes Daniel Finley, president of Advisor Solutions. A few seconds of intentional silence can give… Read More

IMCA Insight

News and information about investment management consulting

IMCA Insight

Published in partnership with: Investment Management Consultants Association

IMCA continues to cultivate independent advisors as members

11/11/2014

  • Financial Advisor online

The Investment Management Consultants Association will continue to focus on recruiting more independent advisors as members. Over the past seven years, independent advisors have risen to account for 2… 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

Paramount's $2.3B IPO sets record for U.S. REITs

11/19/2014

  • Bloomberg
  • Wall Street Journal (tiered subscription model), The
  • Reuters
  • Financial Times (tiered subscription model)

Paramount Group has raised $2.3 billion in a 131-milion-share initial public offering on the New York Stock Exchange. Paramount plans to qualify as a real estate investment trust, making this IPO a re… Read More

IRI Retirement Income SmartBrief

Retirement income industry news

IRI Retirement Income SmartBrief

Published in partnership with: Insured Retirement Institute

Famous motivational speaker praises annuities

11/20/2014

  • GlobalPost.com

Tony Robbins, the motivational speaker, has written a book on personal finance that speaks highly of annuities. A carefully-selected annuity can do away with the worry of outliving savings and provide… Read More

Insured Retirement Institute SmartBrief

Insured retirement income industry news

Insured Retirement Institute SmartBrief

Published in partnership with: Insured Retirement Institute

DOL fiduciary rule could be burdensome, Rep. Neal warns

11/17/2014

  • ThinkAdvisor

U.S. Rep. Richard Neal, D-Mass., expressed worries about a proposed revised fiduciary rule being drafted by the Department of Labor after speaking at the Insured Retirement Institute's second annual C… Read More

NVCA SmartBrief

News for the startup ecosystem

NVCA SmartBrief

Published in partnership with: National Venture Capital Association

VCs look at Ukraine's space industry

11/20/2014

  • VentureBeat

Space technology startups based at universities in Ukraine are attracting the attention of venture capital investors. The startups focus on relatively small projects to minimize financial risk. Read More