Wealth Management

FSI Newsbrief

News for independent broker-dealers and financial advisors

FSI Newsbrief

Published in partnership with: Financial Services Institute

Women must save more for retirement, Social Security chief says

4/15/2014

  • National Public Radio
  • National Public Radio (audio player required)

Carolyn Colvin, the acting commissioner of the Social Security Administration, said women are at risk of not having enough money in retirement and should start preparing early. On average, women make … Read More

NAIFA SmartBrief

Insurance News

NAIFA SmartBrief

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

Report: Many health insurance claim appeals are successful

4/14/2014

  • National Public Radio

A Capital Public Radio review of California data says about half of appeals of rejected health insurance claims were successful. Those results were similar to a 2011 Government Accountability Office r… Read More

Financial Planning Digest

The latest news for CPA personal financial planners

Financial Planning Digest

Published in partnership with: American Institute of Certified Public Accountants

Economic growth undiminished by higher tax rates

4/14/2014

  • InvestmentNews (free registration)

Many of the negative economic predictions from the political fight to raise taxes on high-income earners have not come to pass. "For the most part, by summertime, the negative effects on the economy w… Read More

Retirement Security SmartBrief

A publication for individual investors

Retirement Security SmartBrief

Stress tests show most of U.S. public pensions could run dry

4/15/2014

  • BenefitsPro.com

Eighty-five percent of the nation's public pensions could go bankrupt in 30 years, according to research by Bridgewater Associates. Based on stress tests of the plans under a wide range of possible ma… Read More

NASBP SmartBrief

News for surety-bond professionals

NASBP SmartBrief

Published in partnership with: National Association of Surety Bond Producers

NYC program teaches construction firms how to access bonds

4/9/2014

  • Daily News (New York)

New York City's Bond Readiness program educates construction companies on how to qualify for the bonds required by the city. The program is one way the city is looking to help firms including minority… Read More

FPA SmartBrief

News and information for financial planners

FPA SmartBrief

Published in partnership with: Financial Planning Association

SEC's Fleming says he'll monitor policy for investors' interests

4/14/2014

  • ThinkAdvisor

The Securities and Exchange Commission's new investor advocate, Rick Fleming, says he'll be involved in rulemakings, legislation on Capitol Hill and specific products that affect investors. "Dodd-Fran… Read More

IMCA Insight

News and information about investment management consulting

IMCA Insight

Published in partnership with: Investment Management Consultants Association

Wealthy clients eye high fees with growing skepticism

3/31/2014

  • Wall Street Journal (tiered subscription model), The

The wealthiest clients typically pay fees of 1% or even less of their assets managed by advisors. But the costs can add up quickly. Some wealthy clients are starting to push back, even as advisors ins… 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

BDC funding has critical role in profitability

4/8/2014

  • Motley Fool, The

Jordan Wathen takes a look at the costs of funding for five business development companies, showing "how a BDC chooses to fund its balance sheet has a huge impact on its cost of debt, and its profitab… Read More

IRI Retirement Income SmartBrief

Retirement income industry news

IRI Retirement Income SmartBrief

Published in partnership with: Insured Retirement Institute

Analysis: Dodd-Frank Act regulation makes no sense for insurance

4/15/2014

  • Wall Street Journal (tiered subscription model), The

Putting insurance companies under Dodd Frank-type regulations poses substantial risks for consumers, writes Ben Nelson, CEO of the National Association of Insurance Commissioners. "Banking regulations… Read More

Insured Retirement Institute SmartBrief

Insured retirement income industry news

Insured Retirement Institute SmartBrief

Published in partnership with: Insured Retirement Institute

Baby boomers nevertheless expect to be better off in 5 years

4/9/2014

  • Forbes
  • National Underwriter Life & Health
  • Employee Benefit News
  • Winfield Daily Courier (Kan.)

Baby boomers have doubts about whether they are prepared for retirement today, but 42% believe they will be in much better financial shape in five years, according to research by the Insured Retiremen… Read More