Wealth Management

FSI NewsBrief

News for independent broker-dealers and financial advisors

FSI NewsBrief

Published in partnership with: Financial Services Institute

FINRA hotline for seniors is getting hundreds of calls

5/27/2015

  • The Wall Street Journal (tiered subscription model)

Hundreds of elderly investors are taking advantage of a hotline for seniors set up by the Financial Industry Regulatory Authority. The topics range from complaints about misconduct by brokers to reque… Read More

NAIFA SmartBrief

Insurance News

NAIFA SmartBrief

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

Democrats see underinsurance as a growing problem in health care

5/27/2015

  • ABC News

Democrats and left-leaning groups are targeting high-deductible health plans as the next frontier in health care reform. "We've got some 17 million more people covered ... but they can't access the ca… Read More

Financial Planning Digest

The latest news for CPA personal financial planners

Financial Planning Digest

Published in partnership with: American Institute of CPAs

Fed probably won't raise rates in June

5/21/2015

  • ThinkAdvisor

Federal Reserve officials expect the economy to recover from its first-quarter slowdown, but they probably won't raise rates in June, according to the minutes of an April meeting. Most officials didn'… Read More

Retirement Security SmartBrief

A publication for individual investors

Retirement Security SmartBrief

What do you want in an adviser?

5/26/2015

  • U.S. News & World Report

The first question to ask before seeking a financial adviser is what kind of advice you actually want, says Terry Banet of SigFig. She also suggests shopping around and considering risk tolerance. Read More

NASBP SmartBrief

News for surety-bond professionals

NASBP SmartBrief

Published in partnership with: National Association of Surety Bond Producers

Bridge work helps fabricator become established, successful

5/20/2015

  • WestfairOnline.com (White Plains, N.Y.)

The Tappan Zee Bridge project in New York provided a boost to a family-owned fabrication company that had worked on no projects for nearly a decade. The business in December 2013 got the first of what… Read More

FPA SmartBrief

News and information for financial planners

FPA SmartBrief

Published in partnership with: Financial Planning Association

Corrective distributions required for over 54,000 401(k) plans

5/22/2015

  • ThinkAdvisor

More than 54,000 401(k) plans had to make corrective distributions in 2013, returning money to highly compensated participants who contributed at higher rates than others, finds a study by Judy Diamon… Read More

IMCA Insight

News and information about investment management consulting

IMCA Insight

Published in partnership with: Investment Management Consultants Association

Debate heats up over 4% rule's viability

5/11/2015

  • The New York Times (tiered subscription model)

Advisor Bill Bengen came up with the 4% rule for retirement withdrawals more than 20 years ago. Now, with interest rates at historic lows, experts debate whether that guideline is workable for today's… Read More

IPA NewsBrief

The best stories about investment through education

IPA NewsBrief

Published in partnership with: Investment Program Association

Moody National REIT reportedly to buy 149 hotels from Goldman

5/20/2015

  • Bloomberg

Moody National REIT will purchase 149 hotels from Goldman Sachs, sources said. The acquisition of the limited-service properties, worth an estimated $1.73 billion, will increase the real estate invest… Read More

IRI Retirement Income SmartBrief

Retirement income industry news

IRI Retirement Income SmartBrief

Published in partnership with: Insured Retirement Institute

Annuities can be used as do-it-yourself pensions

5/27/2015

  • Winston-Salem Journal (N.C.)

Because they pay a secure income for the life of the owner, annuities can be used to fill the void left by the disappearance of the traditional pensions once provided by many large corporations. Read More

Insured Retirement Institute SmartBrief

Insured retirement income industry news

Insured Retirement Institute SmartBrief

Published in partnership with: Insured Retirement Institute

Annuities reduce the fear of outliving savings

5/21/2015

  • CNBC

Advisors say heath care and other expenses have sparked fear among clients that they will run out of money in retirement. Increasingly, advisors are recommending annuities to assure clients that they … Read More

NVCA SmartBrief

News for the startup ecosystem

NVCA SmartBrief

Published in partnership with: National Venture Capital Association

VC will fund only startups founded by women

5/27/2015

  • TakePart.com

Jonathan Sposato, an entrepreneur who has sold two of his companies to Google, says he plans to disrupt the Silicon Valley boys' club by restricting his venture capital investments to startups founded… Read More