Wealth Management

FSI NewsBrief

News for independent broker-dealers and financial advisors

FSI NewsBrief

Published in partnership with: Financial Services Institute

Older workers still struggle with long-term unemployment

3/31/2015

  • Washington Post (tiered subscription model), The

A study from AARP finds older workers who lose a job spend a longer period out of work and, if they find a new job, make less money. Job scarcity was cited by most older workers as the biggest barrier… Read More

NAIFA SmartBrief

Insurance News

NAIFA SmartBrief

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

Commentary: Look for the best fit when selling practice

3/31/2015

  • InvestmentNews (free registration)

A financial adviser selling a practice should look at more than just price, writes Kevin Keefe of First Allied Securities. Other factors should include how well the buyer would mesh with existing clie… Read More

Financial Planning Digest

The latest news for CPA personal financial planners

Financial Planning Digest

Published in partnership with: American Institute of CPAs

Get client input to improve your firm

3/29/2015

  • Financial-Planning.com

You spend all of your time advising clients, but have you considered asking for their advice about your practice? You can uncover useful insight by picking a few top clients and creating an advisory b… Read More

Retirement Security SmartBrief

A publication for individual investors

Retirement Security SmartBrief

Experts: Inadequate diversification misses point of alternatives

3/31/2015

  • Financial Advisor online

Advisers are defeating the advantages of alternative investments by putting clients into too few funds, Nadia Papagiannis of Goldman Sachs Asset Management said at an industry seminar. Mark Peterson o… Read More

NASBP SmartBrief

News for surety-bond professionals

NASBP SmartBrief

Published in partnership with: National Association of Surety Bond Producers

Lawyer: Businesses need cyberinsurance to mitigate data-breach risk

3/25/2015

  • Lexology.com (free registration)

The reasons why businesses need cyberinsurance are to transfer risks, cover gaps present in other policies and curtail the risk of financial damage from a cyberattack, a lawyer writes. Cyberinsurance … Read More

FPA SmartBrief

News and information for financial planners

FPA SmartBrief

Published in partnership with: Financial Planning Association

Brokerages aim to forecast retirement health care costs with software

3/30/2015

  • Reuters

Raymond James, Merrill Lynch and some smaller firms are using software designed to help clients predict health care expenses. Research has found that such costs are a concern but often do not factor i… Read More

IMCA Insight

News and information about investment management consulting

IMCA Insight

Published in partnership with: Investment Management Consultants Association

IMCA members have mixed views on how robo-advisors will affect industry

3/17/2015

  • WealthManagement.com (U.S.)

Half of IMCA's membership believes that automated investment allocation tools, so-called robo-advisors, will displace lower-end, unproductive advisors but will leave the best advisors unaffected, acco… Read More

IPA NewsBrief

The best stories about investment through education

IPA NewsBrief

Published in partnership with: Investment Program Association

Rising property values, tax treatment drive real estate spinoffs

3/25/2015

  • Wall Street Journal (tiered subscription model), The

Record property valuation is one factor driving companies to consider separating real estate assets into real estate investment trusts to unlock value. In some cases, activist shareholders are pushing… Read More

IRI Retirement Income SmartBrief

Retirement income industry news

IRI Retirement Income SmartBrief

Published in partnership with: Insured Retirement Institute

Insurer attracts new kind of advisor with new kind of annuity

3/31/2015

  • Employee Benefit News

Bill Burrow, Jackson National's senior vice president, said the company created its new Elite Access variable annuity, in the hope of winning over new types of advisor to grow the business -- and it w… Read More

Insured Retirement Institute SmartBrief

Insured retirement income industry news

Insured Retirement Institute SmartBrief

Published in partnership with: Insured Retirement Institute

CE Webinar -- Closing the Retirement Health Care Planning Gap: The Next Retirement Planning Challenge

3/25/2015

This IRI/HealthView Services continuing education webinar on Thursday, April 16, at 2 p.m. ET will address common misperceptions about retirement health care costs, explain why current and future reti… Read More

NVCA SmartBrief

News for the startup ecosystem

NVCA SmartBrief

Published in partnership with: National Venture Capital Association

Germany's corporate giants team up with startups

3/31/2015

  • Reuters

Big German companies are joining with startups to seek more innovation. Corporate executives and government officials are worried that Germany's firms are in danger of falling behind the rest of the w… Read More