Modern Money
A look inside Wells Fargo’s new social media “command center”
Renee Brown, Senior Vice President and Director of Social Media for Wells Fargo. Wells Fargo recently unveiled a “command center” aimed at monitoring and...
Finance
Modern Money
Planning for the next generation of professional services providers
In 2011, the oldest baby boomers reached the traditional retirement age of 65, and through 2029, about 8,000 boomers will reach that milestone every...
Modern Money
ICYMI – April 4
A collection of stories from SmartBrief publications and around the web… Wait … Derivatives are good for the economy?: With all the bad-mouthing out...
Modern Money
ICYMI – April 11
A collection of stories from SmartBrief publications and around the web… “One last thing before I go…”: This retirement speech by James Kidney, a...
Modern Money
3 economists offer construction outlook for 2014, beyond
Three economists offer their outlook on construction activity and construction spending for the rest of this year, and beyond. Bernard Markstein, chief economist at...
Modern Money
ICYMI – April 25
A collection of stories from SmartBrief publications and around the web… Regulating trust: Trust. It is a buzzword in the wealth management industry. Advisers...
Modern Money
Finance news from Day 1 of the Milken Institute Global Conference
A roundup of financial news from Day One of the Milken Institute Global Conference in Beverly Hills, Calif. Central banks still run the show:...
Modern Money
Finance news from Day 2 of the Milken Institute Global Conference
A roundup of financial news from Day Two of the Milken Institute Global Conference in Beverly Hills, Calif. Trouble brewing in the credit markets?:...
Modern Money
Milken panel tries to read economic tea leaves
A collection of sage investment executives gathered at the Milken Institute Global Conference this week to discuss the state of financial markets. Here is...
Modern Money
Being Timothy Geithner
Former Treasury Secretary Timothy Geithner’s book Stress Test: Reflections on Financial Crises hits bookstores on Monday. Ahead of the release, Geithner sat down for...
Modern Money
FSR panel discusses performance of CFPB
While its creation was lamented by some and championed by others, industry experts say the performance thus far of the Consumer Financial Protection Bureau...
Modern Money
High Income Inequality: A Financial Sector Perspective
Dr. Sylvia Maxfield, Dean, Providence College School of Business In the past three decades the income inequality gap has exploded across the United States....
Modern Money
Milken Institute launches banking data, analysis site
GlobalBanking.org offers key charts and data sets. The Milken Institute is working to give policymakers, media, and the academic community a deeper base of...
Modern Money
A Framework for Trade Reconstruction
CFTC regulations on trade reconstruction are changing the way firms need to think about compliance. Here’s a step-by-step guide to get started. The Dodd-Frank...
Modern Money
Advisers can make meaningful connections via social media, expert says
Social media has become a necessity for financial advisers to stay “top of mind” with clients and prospects, but they need to be able...
Modern Money
NAIFA panelists: NARAB approval likely; tax-reform draft raises concern
It appears likely that a measure to create the National Association of Registered Agents and Brokers will become law, and agents need to know...
Modern Money
IRA annuities require care regarding distributions, beneficiaries
Advisers need to proactively review clients’ annuities that are within individual retirement accounts to avoid “traps” by ensuring required minimum distributions are being taken...
Modern Money
EPA’s McCarthy pushes for multiple comments on carbon-reduction rule
Gina McCarthy, the administrator of the Environmental Protection Agency, discussed Sec. 111(d) of the Clean Air Act, which deals with carbon emission reductions, at...
Modern Money
Are You A Social Advisor or a Social Salesperson?
Bruce Milne, executive vice president at Socialware. When do you advise clients to start thinking about death planning? Have you broached this subject with...
Modern Money
Tackling the Challenges of Trade Reconstruction
One of the lesser known financial regulations implemented as part of Dodd-Frank is the requirement for swap dealers to be able to produce a...
Modern Money
BIM benefits outlined by building industry pro
Mortenson Construction has used building information modeling, or BIM, in conjunction with virtual design and construction since 1998 when it started work on the...
Modern Money
APPrise Mobile seeks to keep investors informed, CEO says
APPrise Mobile’s platform for investor-relations communications is designed to help companies, whether large or small, create native applications that supply the target audience with...
Modern Money
Worker shortage in building industry; No absence of pros at Greenbuild 2014
More than 3 in 4 contracting firms are finding it difficult to fill skilled trade positions, and more than 3 in 5 are finding...
Modern Money
2014 SIFMA Annual Meeting: Right Around the Corner
The 2014 SIFMA Annual Meeting is right around the corner. Ken Bentsen, president and CEO of SIFMA This event is truly a unique experience...
Modern Money
Asset Managers Share Regulatory Outlook
Executives from PIMCO, TIAA-CREF and Neuberger Berman discussed the changing forces of regulatory policy on the asset management industry at the 2014 SIFMA Annual...
Modern Money
CME Group’s Terry Duffy discusses markets, politics ahead of GFLC 2014
Terrance A. Duffy Terry Duffy is the Executive Chairman and President of CME Group, which is hosting its annual Global Financial Leadership Conference next...
Modern Money
Analysts Forecast More Change for Financial Industry
New business environments and regulations have reshaped the financial sector. Three experienced forecasters shared their outlooks at the “Redefining The Financial Sector: The Industry...
Modern Money
Panelists say systemic risk not solved yet
When it comes to systemic risk, experts at CME Group’s 7th annual Global Financial Leadership Conference remain skeptical about whether policymakers have the right...
Modern Money
Powell, Leno share stories about leadership and presidents
Gen. Colin Powell, USA (Ret.) and legendary comedian Jay Leno share quite a history. Not only have the two spent a great deal of...
Modern Money
3 economists sum up state of construction industry, share predictions
Carrick The turning point in the building industry dawned in May 2014, when the “total employment level reached its prerecession level” and companies stopped...
Modern Money
BofA Merrill Lynch CFO survey holds positive outlook for 2015
The U.S. economy has made steady progress since last year, registering an average score of 59 on the Bank of America Merrill Lynch 2015...
Modern Money
Ownership in the 21st Century
Thomas Piketty’s book ‘Capital in the 21st Century’ became a surprising bestseller earlier this year. It documents the increasing concentration of income and wealth...
Modern Money
Investment in transportation infrastructure benefits all, reports IHS
“If we fail to make the investment in our aging transportation infrastructure, our economy will suffer. Our transportation system is the backbone of the...
Finance
IPA’s chairman, chair-elect say industry’s future will be dynamic
IPA Chairman Tom Sittema says the direct participation program industry appears poised for strong growth as a dynamic environment lies ahead for its products.
Finance
IPA panelists examine real estate’s position in market cycle, Fed’s rate increases
Real estate is facing concerns over the market’s abundance of capital and the pace of rate increases by the Federal Reserve, according to panelists at the IPA’s 2016 Executive Leadership Summit
Finance
Coalition partners panel discusses fiduciary rule’s impact, tax reform at IPA Summit
Industry leaders discuss to the Labor Department’s fiduciary rule and tax-reform issues at the IPA’s 2016 Executive Leadership Summit
Finance
Eris Group looks at recent wins, future of IPA’s advocacy efforts
Eris Group founder Doyle Bartlett and partner Christopher S. McCannell discuss the IPA’s advocacy victories and plans for the future.
Finance
How the IPA’s “Four Horsemen” helped influence Labor’s fiduciary rule
Real estate is facing concerns over the market’s abundance of capital and the pace of rate increases by the Federal Reserve, according to panelists at the IPA’s 2016 Executive Leadership Summit
Finance
IPA panel examines effects of FINRA, JOBS Act rules on private placements
Regulations on per-share estimated values and general solicitation from qualified investors are bringing about a variety of changes for private placements.
Modern Money
ICYMI – April 8
A collection of stories from SmartBrief publications and around the web.
Finance
Deloitte experts discuss Labor fiduciary proposal, principle-based reserving for life insurers
The Labor Department’s proposed fiduciary rule has reached the White House’s Office of Management and Budget, and professionals who provide retirement advice are now...
Modern Money
Q&A: FIA’s Acworth shares key findings from survey of global derivatives volume
The Futures Industry Association recently released its 2015 Annual Survey on Global Derivatives Volume. SmartBrief chatted with Will Acworth, Senior Vice President of Publications,...