Wealth Management

FSI Newsbrief

News for independent broker-dealers and financial advisors

FSI Newsbrief

Published in partnership with: Financial Services Institute

Advisors may need help preparing for emotional conversations

4/16/2014

  • Financial-Planning.com

Young advisors with limited life experience may need training to be ready for difficult, emotional conversations with clients, writes Dave Grant. "You want to make sure clients remember your advisors … Read More

NAIFA SmartBrief

Insurance News

NAIFA SmartBrief

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

New policy makes annuity payments for disabled workers

4/17/2014

  • BenefitsPro.com

A new type of insurance policy protects the ability of employer-sponsored defined contribution plan participants to continue to accumulate savings for retirement even if they suffer long-term disabili… 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

How to use tuition credit perks to retain clients

4/17/2014

  • Nerd's Eye View blog

In this column, financial blogger Michael Kitces writes about a program for financial advisers called the SAGE Scholars Tuition Rewards program, which offers clients "rewards points" based on assets u… Read More

Retirement Security SmartBrief

A publication for individual investors

Retirement Security SmartBrief

Households struggle with rising food prices

4/17/2014

  • CNBC

Food prices jumped 0.4% in March after posting a similar increase in February, with particularly sharp price hikes for beef, pork, poultry, eggs and milk, according to the Bureau of Labor Statistics. … Read More

NASBP SmartBrief

News for surety-bond professionals

NASBP SmartBrief

Published in partnership with: National Association of Surety Bond Producers

False Claims Act settlement totals $1.9M for masonry contractors

4/16/2014

  • Daily News (Jacksonville, N.C.), The

A settlement of nearly $1.9 million related to False Claims Act allegations has been paid by two individuals and five masonry subcontractors accused of misrepresenting their status as disadvantaged sm… 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

N.D. looms as a growth market for advisors

4/15/2014

  • Wall Street Journal (tiered subscription model), The

Financial advisors are scarce in North Dakota, where the oil and gas industry has given rise to a boom in high net worth investors. While advisory firms are waking up to the opportunity, the state rem… 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

Capital flows into non-traded REITs remain strong

4/15/2014

  • InvestmentNews (free registration)

More than $4 billion flowed into non-traded REITs in the first quarter of 2014, according to data from the Investment Program Association and Robert A. Stanger and Co. That compares with inflows of $3… Read More

IRI Retirement Income SmartBrief

Retirement income industry news

IRI Retirement Income SmartBrief

Published in partnership with: Insured Retirement Institute

SEC thrusts target date funds into spotlight

4/18/2014

  • MarketWatch

The Securities and Exchange Commission remains worried that retirement savers don't really understand target date mutual funds, writes retirement columnist Robert Powell. The commission is working on … Read More

Insured Retirement Institute SmartBrief

Insured retirement income industry news

Insured Retirement Institute SmartBrief

Published in partnership with: Insured Retirement Institute

IRI joins coalition in defense of retirement savings tax incentives

4/14/2014

  • PlanSponsor.com

The Insured Retirement Institute is participating in the efforts of the Coalition to Preserve Retirement to suggest improvements to the draft of tax changes proposed by U.S. Rep. Dave Camp, R-Mich. "W… Read More