Wealth Management

FSI NewsBrief

News for independent broker-dealers and financial advisors

FSI NewsBrief

Published in partnership with: Financial Services Institute

Lower fees boost attractiveness of target-date funds

10/17/2014

  • PlanAdviser.com

Declining fees have popularized target-date funds in retirement planning, John Manganaro writes. Read More

NAIFA SmartBrief

Insurance News

NAIFA SmartBrief

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

Lawyer: Labor Department oversteps in adviser, broker investigations

10/17/2014

  • BenefitsPro.com

Advisers and brokers are concerned the U.S. Labor Department has "careened out of control, in some respects," when it comes to investigations, lawyer Bruce Ashton said at a Center for Due Diligence co… Read More

Financial Planning Digest

The latest news for CPA personal financial planners

Financial Planning Digest

Published in partnership with: American Institute of CPAs

What wealth managers need to know about tax planning

10/16/2014

  • Financial-Planning.com

This slideshow offers four tax tips for wealth managers, which include understanding the implications of investment income, being smarter about asset allocation, adjusting retirement withdrawal strate… Read More

Retirement Security SmartBrief

A publication for individual investors

Retirement Security SmartBrief

Warren Buffett's advice for volatile markets

10/17/2014

  • MarketWatch

Mitch Tuchman writes that the stock market is falling and that's good news. He explains Warren Buffett's belief that a falling market is a time to buy, not panic. Read More

NASBP SmartBrief

News for surety-bond professionals

NASBP SmartBrief

Published in partnership with: National Association of Surety Bond Producers

Fla. lawyers: Construction resurgence is spurring contract negotiations, litigation

10/15/2014

The value of construction contracts awarded in South Florida doubled in June compared with a year earlier, and some law firms say they are gaining new business as contract negotiations pick up. Lawyer… Read More

FPA SmartBrief

News and information for financial planners

FPA SmartBrief

Published in partnership with: Financial Planning Association

Strategies for lowering your daily stress level

10/16/2014

  • WealthManagement.com (U.S.)

Financial advisers can reduce stress by identifying top daily priorities, figuring out which ones they can and can't control and avoiding colleagues who focus on the wrong targets, Matt Oechsli writes… Read More

IMCA Insight

News and information about investment management consulting

IMCA Insight

Published in partnership with: Investment Management Consultants Association

Alternative investments are key for portfolio diversification, panelists say

10/14/2014

  • InvestmentNews (free registration)

Investors should allocate a portion of their portfolio to alternative assets, according to Theodore Enders, senior portfolio strategist at Goldman Sachs Asset Management, and Bruce Emken, a member of … 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

Rep. Garrett wants FINRA to delay work on CARDS

10/15/2014

  • InvestmentNews (free registration)
  • ThinkAdvisor

Garrett

The Financial Industry Regulatory Authority should delay work on the proposed Comprehensive Automated Risk Data System, said Rep. Scott Garrett, R-N.J. "Before moving forward with this proposal, there… Read More

IRI Retirement Income SmartBrief

Retirement income industry news

IRI Retirement Income SmartBrief

Published in partnership with: Insured Retirement Institute

Final cash balance plan rules released by IRS, Treasury

10/17/2014

  • National Law Review, The

The Treasury Department and Internal Revenue Service have published their final market rate of return regulations for cash balance and pension equity plans. Read More

Insured Retirement Institute SmartBrief

Insured retirement income industry news

Insured Retirement Institute SmartBrief

Published in partnership with: Insured Retirement Institute

IRI Chairman Robert Moore: Americans' retirement solutions must be protected

10/13/2014

  • BenefitsPro.com

The retirement industry must unite to ensure that the retirement strategies now available to Americans are not lost, said Robert Moore, newly-elected chairman of the Insured Retirement Institute's boa… Read More

NVCA SmartBrief

News for the startup ecosystem

NVCA SmartBrief

Published in partnership with: National Venture Capital Association

Venture capital investment in biotech down in Q3

10/17/2014

  • FierceBiotech

Biotech startups received $1.1 billion in venture capital investment in the third quarter, down from $1.8 billion in Q2, according to the MoneyTree Report by PricewaterhouseCoopers and the National Ve… Read More