Wealth Management

FSI NewsBrief

News for independent broker-dealers and financial advisors

FSI NewsBrief

Published in partnership with: Financial Services Institute

Commentary: Retail investors should be taken seriously

5/6/2015

  • Forbes

Just 14% of American households own individual stocks, according to Federal Reserve data. However, retail investors as a group hold more equities than any other market segment, such as hedge funds and… Read More

NAIFA SmartBrief

Insurance News

NAIFA SmartBrief

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

Commentary: Don't forget about Generation X

5/6/2015

  • InvestmentNews (free registration)

Financial advisers have largely left Generation X behind in favor of baby boomers and millennials, writes Grant Webster of AKT Wealth Advisors. Among the reasons to focus on Generation X are their exp… 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

Advisers help others, refine skills through pro bono work

5/4/2015

  • Reuters

Some advisers donate their time to help clients who need financial advice but who don't meet the typical asset thresholds. Through these efforts, advisers can refine skills they might use with their o… 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

Will driverless cars someday affect the annuity industry?

5/6/2015

  • InsuranceNewsNet online

Timothy Pfeifer, president of Pfeifer Advisory, says driverless cars may someday affect the annuity business. He believes that "any impact would start with life insurance, then medical insurance and a… 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