Wealth Management

FSI NewsBrief

News for independent broker-dealers and financial advisors

FSI NewsBrief

Published in partnership with: Financial Services Institute

Being overly risk averse can work against savers

8/27/2014

  • U.S. News & World Report

David Ning discusses long-term investments that are usually worth the risk. "It doesn't always make sense to take on more risk in order to try for a higher expected return, but those who can stomach t… Read More

NAIFA SmartBrief

Insurance News

NAIFA SmartBrief

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

Commentary: Focus on lifestyle when deciding on an annuity

8/28/2014

  • MarketWatch

Investors should view annuities as a way to transfer risk, so the main consideration in selecting an annuity should be whether they will help a person maintain his or her lifestyle in retirement, Stan… 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 help clients deal with a windfall

8/25/2014

  • Financial-Planning.com

Cicily Maton, founder of Aequus Wealth Management Resources, has a clinical psychologist on staff to help clients deal with windfalls. Most of her clients come to her firm because they receive a cash … Read More

Retirement Security SmartBrief

A publication for individual investors

Retirement Security SmartBrief

Commentary: Delaying Social Security wasn't always a great idea

8/27/2014

  • InvestmentNews (free registration)

It's only recently that delaying a claim for Social Security retirement benefits became a good idea. Mary Beth Franklin explains how the tactic became more appealing as the payoff for delaying increas… Read More

NASBP SmartBrief

News for surety-bond professionals

NASBP SmartBrief

Published in partnership with: National Association of Surety Bond Producers

States can use bonding requirements to exercise authority on P3s

8/21/2014

  • Lexology.com (free registration)

Contracts for public-private partnership projects differ by state in terms of the bonding requirements, which offer protection against contractor default as the private sector holds a great deal of co… Read More

FPA SmartBrief

News and information for financial planners

FPA SmartBrief

Published in partnership with: Financial Planning Association

Set your agenda for FPA annual conference

8/25/2014

  • Journal of Financial Planning online/Practice Management blog

Advisers planning to attend FPA's annual conference in Seattle next month will raise the return on their investment if they focus on more than just checking off continuing education requirements or mi… Read More

IMCA Insight

News and information about investment management consulting

IMCA Insight

Published in partnership with: Investment Management Consultants Association

Do hedge funds fit in 401(k) plans?

8/19/2014

  • Wall Street Journal (tiered subscription model), The

The debate over whether alternative investments, notably hedge funds, belong in 401(k) plans continues to rage. Alternative investments certainly offer a way to better diversify portfolios with produc… 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

NASAA to propose guidelines for non-traded REITs

8/27/2014

  • Wall Street Journal (tiered subscription model), The

The North American Securities Administrators Association is working on guidelines it will propose by year's end that would limit how much investors can invest in public, non-listed REITs and scale bac… Read More

IRI Retirement Income SmartBrief

Retirement income industry news

IRI Retirement Income SmartBrief

Published in partnership with: Insured Retirement Institute

Consumer Reports recommends longevity annuities

8/28/2014

  • Consumer Reports

Urging Americans to better plan for retirement, Consumer Reports recommends longevity insurance, a form of annuity contract that guarantees lifetime income. New Treasury Department regulations make th… Read More

Insured Retirement Institute SmartBrief

Insured retirement income industry news

Insured Retirement Institute SmartBrief

Published in partnership with: Insured Retirement Institute

Discounted Registration Rates Ending for VISION: IRI Annual Meeting 2014

8/25/2014

Discounted registration rates will end after this Friday for VISION: IRI Annual Meeting 2014. From lessons in leadership to executive perspectives on industry trends, VISION is your ticket to learning… Read More

NVCA SmartBrief

News for the startup ecosystem

NVCA SmartBrief

Published in partnership with: National Venture Capital Association

"Fat" startups still seeking funds in several industries

8/27/2014

  • Huffington Post, The

"Fat" startups -- companies that need huge amounts of capital to get off the ground -- are less popular these days. But they certainly haven't gone away, especially in the infrastructure software, har… Read More