Wealth Management

FSI NewsBrief

News for independent broker-dealers and financial advisors

FSI NewsBrief

Published in partnership with: Financial Services Institute

FSI elects new board members

11/21/2014

  • Financial Advisor online
  • ThinkAdvisor

FSI has announced three new board members to serve in 2015: David Knoch, president and chief operating officer of 1st Global; Joe Himelick, managing and founding partner at Himelick Financial Group; a… Read More

NAIFA SmartBrief

Insurance News

NAIFA SmartBrief

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

Pre-retirees regret financial-planning missteps, survey says

11/21/2014

  • ThinkAdvisor

A TIAA-CREF survey says about half of people 55 to 64 think they should have begun saving for retirement earlier. The survey says 35% of respondents are working with an adviser or contributing to an i… Read More

Financial Planning Digest

The latest news for CPA personal financial planners

Financial Planning Digest

Published in partnership with: American Institute of CPAs

Senator asks IRS to scrutinize "mega IRAs"

11/20/2014

  • ThinkAdvisor

Holders of large individual retirement accounts are using alternative investment strategies to cut their taxes, a Government Accountability Office report has found. Senate Finance Committee Chairman R… Read More

Retirement Security SmartBrief

A publication for individual investors

Retirement Security SmartBrief

Bloomberg: Consumer confidence reaches a nearly 7-year high

11/20/2014

  • Bloomberg

The Bloomberg Consumer Comfort Index rose to 38.5 in the period ended Sunday, up from 38.2 the week before. That's the highest reading since January 2008. Read More

NASBP SmartBrief

News for surety-bond professionals

NASBP SmartBrief

Published in partnership with: National Association of Surety Bond Producers

Women's Chamber CEO: $5B in contracts went to firms that misrepresented themselves

11/19/2014

  • American City Business Journals

A Government Accountability Office study says more than 40% of the recipients of Small Business Administration contracts set aside for women-owned firms didn't qualify to receive them. The CEO of the … Read More

FPA SmartBrief

News and information for financial planners

FPA SmartBrief

Published in partnership with: Financial Planning Association

Packaging your unique solutions for various market segments

11/20/2014

  • Journal of Financial Planning online/Practice Management blog

Apple sells its products to different market segments, and the company packages each with its own marketing messages, but ultimately all customers are buying the company's engineering and design prowe… Read More

IMCA Insight

News and information about investment management consulting

IMCA Insight

Published in partnership with: Investment Management Consultants Association

IMCA continues to cultivate independent advisors as members

11/11/2014

  • Financial Advisor online

The Investment Management Consultants Association will continue to focus on recruiting more independent advisors as members. Over the past seven years, independent advisors have risen to account for 2… 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

Paramount's $2.3B IPO sets record for U.S. REITs

11/19/2014

  • Bloomberg
  • Wall Street Journal (tiered subscription model), The
  • Reuters
  • Financial Times (tiered subscription model)

Paramount Group has raised $2.3 billion in a 131-milion-share initial public offering on the New York Stock Exchange. Paramount plans to qualify as a real estate investment trust, making this IPO a re… Read More

IRI Retirement Income SmartBrief

Retirement income industry news

IRI Retirement Income SmartBrief

Published in partnership with: Insured Retirement Institute

IRS gauges qualified joint and survivor annuity compliance

11/21/2014

  • PlanSponsor.com

The Internal Revenue Service's Employee Plans Compliance Unit has completed an evaluation of plan sponsors' compliance with rules governing qualified joint and survivor annuities. The review found a h… Read More

Insured Retirement Institute SmartBrief

Insured retirement income industry news

Insured Retirement Institute SmartBrief

Published in partnership with: Insured Retirement Institute

DOL fiduciary rule could be burdensome, Rep. Neal warns

11/17/2014

  • ThinkAdvisor

U.S. Rep. Richard Neal, D-Mass., expressed worries about a proposed revised fiduciary rule being drafted by the Department of Labor after speaking at the Insured Retirement Institute's second annual C… Read More

NVCA SmartBrief

News for the startup ecosystem

NVCA SmartBrief

Published in partnership with: National Venture Capital Association

What caused the decline in entrepreneurship?

11/21/2014

  • FiveThirtyEight

A report from the Brookings Institution suggests two possible causes for the decades-long decline in new-company formation in America: Slowing population growth and accelerating business consolidation… Read More