Wealth Management

FSI NewsBrief

News for independent broker-dealers and financial advisors

FSI NewsBrief

Published in partnership with: Financial Services Institute

White House prepares investment-advice rules

1/28/2015

  • Politico

From Patrick Temple-West: "The Obama administration this week is expected to advance a highly anticipated rule that would restrict the fees certain brokerage firms can earn for advising customers abou… Read More

NAIFA SmartBrief

Insurance News

NAIFA SmartBrief

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

Report: Price of long-term-care insurance rose 8.6% in 2014

1/28/2015

  • Financial Advisor online

Rates for long-term-care insurance rose 8.6% in 2014, the American Association for Long-Term Care Insurance says in a report. Higher claims costs and persistently low interest rates contributed to the… Read More

Financial Planning Digest

The latest news for CPA personal financial planners

Financial Planning Digest

Published in partnership with: American Institute of CPAs

Understanding your client as a financial instrument

1/25/2015

  • Accounting Today

Clients create income streams, so they are themselves financial instruments. Key aspects of your clients as human capital include the types of industries they are in, the company stock they may have a… Read More

Retirement Security SmartBrief

A publication for individual investors

Retirement Security SmartBrief

Commentary: New habits needed to attain financial security

1/27/2015

  • CNNMoney

Richard Cordray, director of the Consumer Financial Protection Bureau, writes that the most financially confident consumers have common-sense money habits such as living within their means and buildin… Read More

NASBP SmartBrief

News for surety-bond professionals

NASBP SmartBrief

Published in partnership with: National Association of Surety Bond Producers

South Fla. districts want tougher requirements for charter-school operators

1/22/2015

  • Sun-Sentinel (Fort Lauderdale, Fla.)

School districts in Broward, Palm Beach and Miami-Dade counties in South Florida want more stringent rules for charter schools. They are calling for changes including a requirement for charter-school … Read More

FPA SmartBrief

News and information for financial planners

FPA SmartBrief

Published in partnership with: Financial Planning Association

Why female advisers must be selective

1/26/2015

  • Wall Street Journal (tiered subscription model), The

Female advisers are in high demand, but women who are recruited should ensure that the firm they're considering has a clear career path for them -- one that values their experience, writes Theresa Gra… Read More

IMCA Insight

News and information about investment management consulting

IMCA Insight

Published in partnership with: Investment Management Consultants Association

Fewer portfolio updates are better, research suggests

1/16/2015

  • ThinkAdvisor

Monitoring portfolios too frequently can result in lower investment returns, a Columbia Business School study has found. The takeaway for advisors is to "encourage [clients] to be inattentive so that … Read More

IPA NewsBrief

The best stories about investment through education

IPA NewsBrief

Published in partnership with: Investment Program Association

Sen. Hatch aims to shift fiduciary-rule writing process

1/21/2015

  • Financial Advisor online

Sen. Orrin Hatch, R-Utah, says he will renew an effort to shift writing of a fiduciary rule from the Department of Labor to the Treasury Department. The proposal will be part of the Securities Annuiti… Read More

IRI Retirement Income SmartBrief

Retirement income industry news

IRI Retirement Income SmartBrief

Published in partnership with: Insured Retirement Institute

Aria's new annuity is designed to protect retirees from big losses

1/28/2015

  • ThinkAdvisor

The new RetireOne contingent deferred annuity from Aria Retirement Solutions was developed to protect purchasers from major market drops in the period immediately before and after retirement, the comp… Read More

Insured Retirement Institute SmartBrief

Insured retirement income industry news

Insured Retirement Institute SmartBrief

Published in partnership with: Insured Retirement Institute

The upside and downside of annuities

1/26/2015

  • Deposit Accounts

Sheryl Nance-Nash explores the advantages and disadvantages of several kinds of annuities for individual investors. Read More

NVCA SmartBrief

News for the startup ecosystem

NVCA SmartBrief

Published in partnership with: National Venture Capital Association

Are startups helping or harming freelance workers?

1/28/2015

  • Wall Street Journal (tiered subscription model), The

Startups that depend on freelance workers often describe these workers as micro-entrepreneurs who enjoy a great deal of flexibility. But lawsuits and protests show that not all the workers are happy w… Read More