Wealth Management

FSI NewsBrief

News for independent broker-dealers and financial advisors

FSI NewsBrief

Published in partnership with: Financial Services Institute

CBO: Retirement-contribution cap could cut revenue

1/26/2015

  • BenefitsPro.com

President Barack Obama's proposed $3 million cap on tax-deferred retirement contributions might lead to less tax revenue, according to a study by the Congressional Budget Office. Read More

NAIFA SmartBrief

Insurance News

NAIFA SmartBrief

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

MassMutual: Savings for financial emergencies often are lacking

1/26/2015

  • Financial Advisor online

About 7 in 10 people have too little saved to protect them in case of a financial emergency, a MassMutual survey says. Forty-two percent of people say they thoroughly plan vacations, but only 32% put … Read More

Financial Planning Digest

The latest news for CPA personal financial planners

Financial Planning Digest

Published in partnership with: American Institute of CPAs

Non-grantor trusts may yield tax benefits for clients

1/22/2015

  • InvestmentNews (free registration)

Setting up Nevada or Delaware Incomplete Non-Grantor Trusts -- known as NINGs and DINGs respectively -- can potentially help your clients save on their state tax bills. Clients who live in states with… Read More

Retirement Security SmartBrief

A publication for individual investors

Retirement Security SmartBrief

Stock funds' investors to see higher taxes

1/22/2015

  • Reuters

Big tax bills are looming for mutual fund investors, this year and down the road. Mutual fund companies are implementing strategies to lessen the blow. 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

Marketing to your niche

1/22/2015

  • Journal of Financial Planning online/Practice Management blog

After you've identified the right niche for your practice, get your prospects' attention by promoting a free offer and making it accessible online, writes Mark Satterfield, CEO of Gentle Rain Marketin… 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

CEO of JLL Income Property Trust discusses real estate

1/21/2015

  • WealthManagement.com (U.S.)
  • WealthManagement.com (U.S.)

C. Allan Swaringen, president and CEO of Jones Lang LaSalle Income Property Trust, offers his perspective on major trends in commercial real estate to monitor this year. Read More

IRI Retirement Income SmartBrief

Retirement income industry news

IRI Retirement Income SmartBrief

Published in partnership with: Insured Retirement Institute

Annuity revenues by banks rose in 2014

1/26/2015

  • InsuranceNewsNet online

Bank holding companies received $2.71 billion of revenues from the sale of annuities in the first three quarters of 2014, an 8.4% increase from the year-ago figure, according to data from Michael Whit… Read More

Insured Retirement Institute SmartBrief

Insured retirement income industry news

Insured Retirement Institute SmartBrief

Published in partnership with: Insured Retirement Institute

IRI priorities for 2015

1/21/2015

  • Financial Advisor online

The Insured Retirement Institute's priorities this year include retaining the current tax deferral for annuities. The organization also wants tax laws fine-tuned to make annuities portable. Read More

NVCA SmartBrief

News for the startup ecosystem

NVCA SmartBrief

Published in partnership with: National Venture Capital Association

Mutual funds offer small investors a piece of startups

1/23/2015

  • San Francisco Chronicle (free content)

Individual investors who once had little hope of getting in on startups can now invest in them through mutual funds. Such investments are possible in part because private companies are delaying public… Read More