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March 8, 2013
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News covering the insurance and financial advising industry

  Top Story 
 
  • Rankings put U.S. at No. 19 in retirement quality
    The cost of health care and the government's diminishing ability to support retirees resulted in a U.S. ranking of 19th on the Natixis Global Retirement Index, which measures quality of life. Norway and Switzerland were among several European nations, as well as Japan, that outranked the U.S. In contrast to many other countries, "in the U.S., we encourage workers to plan, save and invest, and promote policies that help them meet their future needs," says John Hailer of Natixis Global Asset Management. Financial Advisor online (3/7) LinkedInFacebookTwitterEmail this Story
Reasons to plan: the video your female clients must see.
We asked 10 women to describe their experiences with aging and chronic illness. What they said may surprise you and change the way you help your clients prepare for their future.
Watch our video now at prudential.com/reasons.

  Industry News 
  • Companies raise default rates for 401(k) contributions
    More companies are automatically enrolling workers in 401(k) plans, and now a growing number are upping the percentage of the default contribution, new research from Bank of America Merrill Lynch shows. Instead of the once-standard 3% contribution rate, the default is 4% or higher among almost half the auto-enrollment plans that Bank of America Merrill Lynch administers. That still falls short of the 12% to 15% rate recommended by experts, but more companies in the survey also are automatically stepping up employee contribution rates annually. MarketWatch/Encore blog (3/6) LinkedInFacebookTwitterEmail this Story
  • Other News
5 tips for managing negative online comments
The Internet gives your customers a voice online, but what can you do when that voice is yelling negative comments? With 5 tips, you can learn how to positively respond and help direct the conversation. Read the article and learn the 5 ways to respond positively.

  Investment Trends 
 
  • Survey: Advisers recommend mutual funds most often
    A survey of 300,000 financial professionals by Advisors Perspective found that mutual funds are the most commonly recommended investments, followed by common stocks, exchange-traded funds and variable annuities. Half of the surveyed advisers said they recommend real estate to clients, while 37% recommend fixed annuities, the survey found. National Underwriter Life & Health (3/7) LinkedInFacebookTwitterEmail this Story
Building Workplace Trust 2015
Interaction Associates' 6th annual research study tracking trust on the job, Building Workplace Trust, is out, and more than half of employees surveyed give their organizations low marks for trust and leadership. Yet this year's findings again point to how high trust leads to better outcomes and financial results — and even boosts innovation.

  Policy Watch 
 
  • Other News
Transformational Journeys: Modern Business Planning
Harvard Business Review explores why CFO's and their finance organizations must adapt to the changing landscape of their markets and how big data, organizational collaboration, and new cloud-based planning and analysis technologies are driving successful change.
Click here to access the report.

  Building Your Business 
 
  • A strategy to save on taxes, preserve principal
    Financial adviser Barbara Bencini found a strategy that worked for a client with a sizable lump-sum pension payout who was extremely risk-averse and tax-averse, and who wanted to leave money behind for his children. Bencini advised him to convert the money to a Roth IRA and buy a variable annuity within the IRA. The plan required a one-time, upfront tax payment, which the client made with other money. The Wall Street Journal (3/5) LinkedInFacebookTwitterEmail this Story
How SDN Makes Campus Networks Better
When should agencies adopt SDN? IDC reports that SDN provides immediate benefits for government campus networks, including modernized IT infrastructures that are more agile, cost-effective, and collaborative.
Read this new IDC paper to learn more.

  NAIFA News 
  • In Step with a Winner: Clint Fish, RFC -- Four Under Forty winner
    The practice of Clint Fish, RFC, has grown significantly since he won Advisor Today's Four Under Forty Award in 2009. We recently caught up with Fish and learned about his company's successes, his plans for the future, and why he thinks NAIFA membership is so valuable. Read more on the Advisor Today blog. LinkedInFacebookTwitterEmail this Story
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  SmartQuote 
Hope is the physician of each misery."
--Irish proverb

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