Wealth Management

FSI NewsBrief

News for independent broker-dealers and financial advisors

FSI NewsBrief

Published in partnership with: Financial Services Institute

What would make your life easier?

8/21/2014

  • ThinkAdvisor

Is there one thing that would truly make a daily difference at a firm? About 40% of financial professionals say in a survey that realizing more efficiency through a smarter operation would make gettin… Read More

NAIFA SmartBrief

Insurance News

NAIFA SmartBrief

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

Commentary: LTCI can be a "lifetime gift" for parents

8/21/2014

  • MarketWatch

Paying for a long-term-care insurance policy for parents can be a meaningful "lifetime gift," writes Robert Klein of the Retirement Income Center. Doing so can provide peace of mind and ensure the chi… 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 protect clients from cybercrime

8/18/2014

  • ThinkAdvisor

Financial advisers are increasingly targeted by cybercrime, which claimed over 13 million victims in 2013, according to the Justice Department. Advisers can help clients avoid identity theft by heedin… Read More

Retirement Security SmartBrief

A publication for individual investors

Retirement Security SmartBrief

Even the best mutual funds don't stay hot forever

8/19/2014

  • TheFiscalTimes.com

Data from the most recent Persistence Scorecard from S&P Dow Jones Indices show that even when actively managed mutual funds perform very well, they're unlikely to keep doing so over an extended perio… Read More

NASBP SmartBrief

News for surety-bond professionals

NASBP SmartBrief

Published in partnership with: National Association of Surety Bond Producers

Small businesses competing for federal contracts mustn't be swayed by myths

8/13/2014

  • AllBusiness.com

Small-business owners must be aware of four "myths" to take advantage of the opportunities in federal contracting, according to one expert. Contracting with the government involves a learning curve an… Read More

FPA SmartBrief

News and information for financial planners

FPA SmartBrief

Published in partnership with: Financial Planning Association

Why first impressions still matter

8/18/2014

  • Journal of Financial Planning online/Practice Management blog

It's important for financial planners to make a good first impression, no matter how long they've been in business, writes Joni Youngwirth, managing principal of practice management at Commonwealth Fi… Read More

IMCA Insight

News and information about investment management consulting

IMCA Insight

Published in partnership with: Investment Management Consultants Association

Are you ready for a no-performance fee hedge fund?

8/5/2014

  • Bloomberg

Convoy Investments, a global macro fund launched in November, has turned heads with an innovative fee structure. It charges a 1.25% management fee, but a 0% performance fee. The average performance fe… 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

Advisor recommends non-traded REITs as part of portfolio

8/19/2014

  • Investor's Business Daily

For income-oriented retirement savers with a moderate tolerance for risk, Joe Centra of the Allocation Resource Group suggests a model portfolio with 42% of the assets in stocks, 26% in an annuity, 7.… Read More

IRI Retirement Income SmartBrief

Retirement income industry news

IRI Retirement Income SmartBrief

Published in partnership with: Insured Retirement Institute

IRI: Annuity investors satisfied, complaints decline

8/21/2014

While some media reports suggest that complaints about variable annuities are on the rise, the Insured Retirement Institute notes arbitration data from the Financial Industry Regulatory Authority that… Read More

Insured Retirement Institute SmartBrief

Insured retirement income industry news

Insured Retirement Institute SmartBrief

Published in partnership with: Insured Retirement Institute

First person: Why I rolled a lump sum into an annuity

8/18/2014

  • InvestmentNews (free registration)

Mary Beth Franklin explains why she chose a lump sum distribution over a monthly income stream from her pension. "I was fortunate. I owned a deferred variable annuity with living benefits inside my in… Read More

NVCA SmartBrief

News for the startup ecosystem

NVCA SmartBrief

Published in partnership with: National Venture Capital Association

Edtech incubators on the rise

8/20/2014

  • EdSurge

Incubators and accelerators focused on edtech startups are being rolled out across the U.S. Venture capital support has been on the rise as well. But for the innovations to really take root, they must… Read More