Wealth Management

FSI NewsBrief

News for independent broker-dealers and financial advisors

FSI NewsBrief

Published in partnership with: Financial Services Institute

Financial challenges ahead for college grads

5/22/2015

  • MainStreet.com

Fresh college graduates are expected to confront a tough job market. The effective unemployment rate for people ages 18 to 29 was nearly 14% last month, according to Generation Opportunity. Many are s… Read More

NAIFA SmartBrief

Insurance News

NAIFA SmartBrief

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

NAIFA's McNeely: Relationship-building gives edge over "robo-advisers"

5/22/2015

  • Money magazine

"Robo-advisers" would not be a sound solution if middle-class investors' access to financial advice is limited by the Labor Department's proposed fiduciary rule, NAIFA President Juli McNeely says. "It… Read More

Financial Planning Digest

The latest news for CPA personal financial planners

Financial Planning Digest

Published in partnership with: American Institute of CPAs

Fed probably won't raise rates in June

5/21/2015

  • ThinkAdvisor

Federal Reserve officials expect the economy to recover from its first-quarter slowdown, but they probably won't raise rates in June, according to the minutes of an April meeting. Most officials didn'… Read More

Retirement Security SmartBrief

A publication for individual investors

Retirement Security SmartBrief

Gallup poll looks at U.S. spending trends

5/21/2015

  • Gallup.com

Spending on gasoline is down significantly while spending on groceries is up among Americans this year, Gallup says. It reports a general but modest decline in net spending in the past nine months. Read More

NASBP SmartBrief

News for surety-bond professionals

NASBP SmartBrief

Published in partnership with: National Association of Surety Bond Producers

Bridge work helps fabricator become established, successful

5/20/2015

  • WestfairOnline.com (White Plains, N.Y.)

The Tappan Zee Bridge project in New York provided a boost to a family-owned fabrication company that had worked on no projects for nearly a decade. The business in December 2013 got the first of what… Read More

FPA SmartBrief

News and information for financial planners

FPA SmartBrief

Published in partnership with: Financial Planning Association

Rep. Wagner details 3-pronged fight against fiduciary rule

5/21/2015

  • InvestmentNews (free registration)

Rep. Ann Wagner, R-Mo., says her bill forcing the Department of Labor to stop work on its fiduciary rule until the Securities and Exchange Commission decides whether to act is just one component of a … Read More

IMCA Insight

News and information about investment management consulting

IMCA Insight

Published in partnership with: Investment Management Consultants Association

S&P 500 outpaced by hedge funds

5/12/2015

  • ThinkAdvisor

Hedge funds returned an aggregate 1.2% last month, for a year-to-date return of 2.9%, according to eVestment. Emerging-market funds fared particularly well. Hedge funds are outperforming the Standard … Read More

IPA NewsBrief

The best stories about investment through education

IPA NewsBrief

Published in partnership with: Investment Program Association

Moody National REIT reportedly to buy 149 hotels from Goldman

5/20/2015

  • Bloomberg

Moody National REIT will purchase 149 hotels from Goldman Sachs, sources said. The acquisition of the limited-service properties, worth an estimated $1.73 billion, will increase the real estate invest… Read More

IRI Retirement Income SmartBrief

Retirement income industry news

IRI Retirement Income SmartBrief

Published in partnership with: Insured Retirement Institute

Lawmaker threatens funding cutoff to stop fiduciary rule

5/21/2015

  • InvestmentNews (free registration)

Rep. Ann Wagner, R-Mo., said that if the Labor Department adopts a uniform fiduciary standard for financial professionals who offer retirement advice, she will push to take away funding for enforcemen… Read More

Insured Retirement Institute SmartBrief

Insured retirement income industry news

Insured Retirement Institute SmartBrief

Published in partnership with: Insured Retirement Institute

IRI to Sen. Warren: People like their annuities

5/19/2015

  • The Motley Fool

Sen. Elizabeth Warren, D-Mass., has attracted a lot of attention for her criticism of the way annuities are sold. In response, the Insured Retirement Institute pointed out that its research shows that… Read More

NVCA SmartBrief

News for the startup ecosystem

NVCA SmartBrief

Published in partnership with: National Venture Capital Association

NVCA's Callaghan: Closer ties between Silicon Valley and Washington

5/22/2015

  • PhysOrg.com

The Pentagon's move to open an office in Silicon Valley comes as tech firms begin to understand that Washington isn't necessarily an adversary, said Jon Callaghan, chairman of the National Venture Cap… Read More