Wealth Management

FSI NewsBrief

News for independent broker-dealers and financial advisors

FSI NewsBrief

Published in partnership with: Financial Services Institute

Mutual fund companies moving billions into trusts

3/5/2015

  • Reuters

Mutual fund companies are moving billions of dollars into collective trusts that the Securities and Exchange Commission does not regulate. Managed funds at a competitive disadvantage with passive inve… Read More

NAIFA SmartBrief

Insurance News

NAIFA SmartBrief

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

Commentary: Prospects' interest can be gauged by certain behaviors

3/5/2015

  • Advisor Perspectives

Signs that might show a prospect is interested include mimicry of the adviser's behavior, an increase in speech volume and active listening, writes Dan Solin of the BAM Alliance. Read More

Financial Planning Digest

The latest news for CPA personal financial planners

Financial Planning Digest

Published in partnership with: American Institute of CPAs

529 plans offer tax and estate planning advantages

3/5/2015

  • InvestmentNews (free registration)

Providing information and guidance about 529 college savings plans may help advisers form long-lasting bonds with clients and their families. These plans offer a number of advantages in terms of taxes… Read More

Retirement Security SmartBrief

A publication for individual investors

Retirement Security SmartBrief

QLACs turn 401(k)s, IRAs into income sources

3/5/2015

  • AdviceIQ

Directing funds from 401(k)s or IRAs into qualified longevity annuity contracts lets retirement savers lock in a guaranteed lifetime income, financial planner Sterling Raskie writes. "As defined benef… Read More

NASBP SmartBrief

News for surety-bond professionals

NASBP SmartBrief

Published in partnership with: National Association of Surety Bond Producers

License to grow medical marijuana is delayed by judge's ruling

3/5/2015

  • Chicago Tribune (tiered subscription model)

A county judge's order prevents the Illinois Department of Agriculture from licensing a company to grow medical marijuana as a competing firm's lawsuit challenges how the state evaluated applicants fo… Read More

FPA SmartBrief

News and information for financial planners

FPA SmartBrief

Published in partnership with: Financial Planning Association

Obama seeks to sway Democrats opposed to fiduciary proposal

3/2/2015

  • Reuters

More than 100 current and former Democrats in Congress have raised concerns in the past about attempts to propose fiduciary rules for brokers who handle consumers' retirement accounts. President Barac… Read More

IMCA Insight

News and information about investment management consulting

IMCA Insight

Published in partnership with: Investment Management Consultants Association

Hedge fund assets expected to reach $3T in 2015

3/3/2015

  • Reuters

Hedge fund assets are expected to reach $3 trillion this year, even though two-thirds of hedge fund investors report returns that lagged expectations, according to a Deutsche Bank survey. Portfolios r… Read More

IPA NewsBrief

The best stories about investment through education

IPA NewsBrief

Published in partnership with: Investment Program Association

Lawmakers ask for DOL to wait on fiduciary proposal

3/4/2015

  • InvestmentNews (free registration)
  • InsuranceNewsNet online

Sen. John Boozman, R-Ark., and Rep. Ander Crenshaw, R-Fla., have requested that the Department of Labor not act on its fiduciary standard proposal until the Securities and Exchange Commission releases… Read More

IRI Retirement Income SmartBrief

Retirement income industry news

IRI Retirement Income SmartBrief

Published in partnership with: Insured Retirement Institute

W&S Financial Group launches rider with high rollup

3/5/2015

  • InsuranceNewsNet online

W&S Financial Group has introduced a guaranteed lifetime withdrawal benefit rider with a 7% rollup that applies to all holders of all ages. The Guaranteed Lifetime Income Advantage Plus rider's high r… Read More

Insured Retirement Institute SmartBrief

Insured retirement income industry news

Insured Retirement Institute SmartBrief

Published in partnership with: Insured Retirement Institute

Peyton Manning to Speak at the IRI Marketing Summit 2015

3/3/2015

IRI is thrilled to announce that Denver Broncos Quarterback Peyton Manning will be this year's IRI Marketing Summit guest speaker. The five-time league MVP, Super Bowl XLI Champion, and Nationwide mem… Read More

NVCA SmartBrief

News for the startup ecosystem

NVCA SmartBrief

Published in partnership with: National Venture Capital Association

Silicon Valley still the king of innovation hubs

3/5/2015

  • New York Times (tiered subscription model), The

Lots of cities tout themselves as the next Silicon Valley. But the data make clear that the real Silicon Valley still reigns as the top innovation hub in the U.S., writes Josh Barro. He notes that the… Read More