Wealth Management

FSI NewsBrief

News for independent broker-dealers and financial advisors

FSI NewsBrief

Published in partnership with: Financial Services Institute

Tough choice for savers: A lump sum or an annuity?

5/5/2015

  • Wall Street Journal (tiered subscription model), The

Financial planner Michelle Perry Higgins summarizes what individuals should consider when offered the choice between a lump sum distribution and an annuity. "The decision is especially difficult becau… Read More

NAIFA SmartBrief

Insurance News

NAIFA SmartBrief

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

Commentary: Examine more than just cost when upgrading technology

5/5/2015

  • InvestmentNews (free registration)

Financial advisers often focus on the expense rather than the benefits when considering new technology, writes Sheryl Rowling, CEO of Total Rebalance Expert. A hierarchy of technology spending can hel… 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 taxpayers need to know about FATCA

5/4/2015

  • Tax Adviser, The

The Foreign Account Tax Compliance Act introduced a very complex system of documentation, reporting and withholding for payments made to certain foreign payees. This article discusses practical aspect… Read More

Retirement Security SmartBrief

A publication for individual investors

Retirement Security SmartBrief

Vanguard bond fund dethrones PIMCO's

5/4/2015

  • CNNMoney

Internal strife at Pacific Investment Management is paying off for Vanguard, which now has the biggest mutual bond fund in the world. Vanguard's Total Bond Market Index fund had $117.3 billion in asse… Read More

NASBP SmartBrief

News for surety-bond professionals

NASBP SmartBrief

Published in partnership with: National Association of Surety Bond Producers

Court cites several reasons why individual surety should be rejected

4/30/2015

  • JDSupra.com

A federal court recently sided with the government in a case where an individual surety was rejected as nonresponsible for bonding a federal construction project. The government's determination was ba… Read More

FPA SmartBrief

News and information for financial planners

FPA SmartBrief

Published in partnership with: Financial Planning Association

Consultant: Financial industry should use more powerful words, images

4/30/2015

  • ThinkAdvisor

Frank Luntz, a political pollster and corporate language consultant, says financial firms often "get it wrong" when using words and images. Luntz says simple images, such as a couple holding hands, ar… Read More

IMCA Insight

News and information about investment management consulting

IMCA Insight

Published in partnership with: Investment Management Consultants Association

IMCA introduces behavioral finance program

4/28/2015

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

IMCA is introducing a new online behavioral finance program for advisors who want to help clients navigate financial decisions. It will be developed by behavioral finance experts Dan Ariely and Meir S… Read More

IPA NewsBrief

The best stories about investment through education

IPA NewsBrief

Published in partnership with: Investment Program Association

REIT at-the-market fundraising rose 318% in Q4

4/28/2015

  • GlobeSt.com

U.S. equity real estate investment trusts' at-the-market fundraising increased 318% in the fourth quarter compared with Q4 of 2013, reaching $1.73 billion, according to SNL Financial. REITs increased … Read More

IRI Retirement Income SmartBrief

Retirement income industry news

IRI Retirement Income SmartBrief

Published in partnership with: Insured Retirement Institute

Annuitizing just half of retirement savings boosts available income

5/5/2015

  • PBS

Economist Laurence Kotlikoff says retirees can boost their income by putting half of their savings into an annuity. "Annuities permit people who live a long time to spend the money of other annuitants… Read More

Insured Retirement Institute SmartBrief

Insured retirement income industry news

Insured Retirement Institute SmartBrief

Published in partnership with: Insured Retirement Institute

Watch the Inaugural Episode of IRI-tv

4/27/2015

IRI has launched its new educational video series, IRI-tv, featuring industry leaders discussing trends in retirement planning. The inaugural episode features the retirement planning perspectives of B… Read More

NVCA SmartBrief

News for the startup ecosystem

NVCA SmartBrief

Published in partnership with: National Venture Capital Association

Big issues to be discussed at NVCA's annual meeting: Diversity, high valuations and more

5/5/2015

  • Dow Jones Newswires

Hundred of venture capitalists will attend the National Venture Capital Association's annual meeting in San Francisco this week. Hot topics include diversity and "what amount to private IPOs in exchan… Read More