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March 26, 2012
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Financial and wealth management news for the retirement community

  Top News 
  • Experts: Longevity insurance in retirement plans may be years away
    Consumer education, established sales procedures and some U.S. Labor Department guidelines will be necessary before longevity insurance is a part of retirement plans, experts say. The insurance, an annuity whose benefits come after age 80, got a boost recently from the Internal Revenue Service and Treasury Department, which proposed rules to govern sales of the product. InvestmentNews (free registration) (3/25) LinkedInFacebookTwitterEmail this Story
  Industry Update 
  • Consolidation is expected in the 401(k)-plan market
    Smaller plan advisers are starting to consider selling to bigger firms in what experts predict will be a wave of consolidation throughout the retirement-plan industry. Advisers say the purchases take time, as potential buyers sort through risk associated with compliance and defections of plan sponsors, and they add that in many cases, the deals won't necessarily result in a windfall for sellers. InvestmentNews (free registration) (3/25) LinkedInFacebookTwitterEmail this Story
  • Mass. to offer retirement plans to nonprofit workers
    Massachusetts Treasurer Steven Grossman will sponsor a defined-contribution retirement plan for an estimated 35,000 to 45,000 employees of small nonprofit organizations. The move is intended to help employees of nonprofit groups that lack the resources to provide retirement assistance. Gov. Deval Patrick signed the legislation into law Friday. Pensions & Investments (free registration) (3/23) LinkedInFacebookTwitterEmail this Story
  • Other News
  Financial Literacy 
  • Adult allowances: A tool for better money management
    Setting aside an "allowance" for the adults in the family is one way to improve money management and boost savings, writes Alan Dunn. Unlike regular budget categories with defined purposes, a monthly allowance gives each adult freedom to spend, within limits, Dunn writes. "Allowances teach children to save and plan for purchases and form the foundation of a valuable life skill, one that many adults really need," he writes. Forbes (3/26) LinkedInFacebookTwitterEmail this Story
  • Comic book teaches about personal finance
    Marvel Comics and Visa will release a comic book in which Spider-Man teaches his audience about spending, saving and budgeting. The free comic also features the Avengers in lessons about personal finance, and includes a guide for teachers and parents. InvestmentNews (free registration) (3/25) LinkedInFacebookTwitterEmail this Story
  • Making sure your portfolio stays in balance
    Investors should regularly re-examine their retirement accounts to be sure they have the proper balance of investments. Some experts advise rebalancing once a year based on a chosen date, while others recommend rebalancing only when your portfolio drifts out of your preferred mix. Retirement-plan companies offer online tools to make rebalancing easier. The New York Times (tiered subscription model) (3/23) LinkedInFacebookTwitterEmail this Story
  On the Economy 
  Building Your Practice 
  • Financial advisers' office decor influences clients' behavior
    Although many financial advisers think they should talk with clients in a conservatively designed room, research shows that such communication is better in a setting that feels like a living room. Researchers at Kansas State University recommended that advisers replace conventional office furniture with easy chairs and sofas to reduce client stress. InvestmentNews (free registration) (3/25) LinkedInFacebookTwitterEmail this Story
  • How tablet computers can make you a better adviser
    Advisers who use iPads and other tablet computers can improve client interactions by streamlining their organization, taking client payments from any location and facilitating electronic document signatures, Liz Davidson writes. Tablets also can make it easier to stay on top of financial news, helping advisers understand the factors that are shaping clients' decisions, Davidson writes. AdvisorOne (3/21) LinkedInFacebookTwitterEmail this Story
  • Other News
I've never had a humble opinion. If you've got an opinion, why be humble about it?"
--Joan Baez,
American singer

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