Wealth Management

FSI Newsbrief

News for independent broker-dealers and financial advisors

FSI Newsbrief

Published in partnership with: Financial Services Institute

Unconstrained bond funds offer fresh options

4/22/2014

  • Financial-Planning.com

The flexibility of unconstrained bond funds makes them an increasingly attractive option for investors who seek more income from conservative portfolios, Barry Fennell writes. Fennell takes a closer l… Read More

NAIFA SmartBrief

Insurance News

NAIFA SmartBrief

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

Study: Social Security advice is an expectation of many clients

4/23/2014

  • Financial Advisor online

A Nationwide Insurance study says 57% of people expect to get guidance on Social Security from a financial adviser. The study says 93% would switch advisers if they don't get such guidance. 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 stress can affect your health and career

4/21/2014

  • InvestmentNews (free registration)

This article talks about how stress can negatively affect career and health, focusing on a case study of one financial adviser. It recommends that advisers create an action plan to improve their emoti… Read More

Retirement Security SmartBrief

A publication for individual investors

Retirement Security SmartBrief

Slight improvement is seen in outlook for baby boomer retirement

4/22/2014

  • Financial Advisor online

Baby boomers are doing a slightly better job of preparing financially for retirement, according to a study by the Employee Benefits Research Institute. Among early baby boomers, those born between 194… 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

Understanding the 2 paradigms of retirement income

4/21/2014

  • Journal of Financial Planning

Financial planners should be familiar with both probability-based and safety-first approaches to retirement income, even if they tend to agree with only one of these, writes Wade Pfau, professor of re… 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

Tax-deferred annuities offer protection from rising U.S. tax rates

4/23/2014

  • Forbes

Tax-deferred annuities might be a useful tool for investors looking for protection from rising U.S. federal tax rates, writes John Rafal, founder of Essex Financial Services. Gains are not taxed until… 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