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March 12, 2013
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Financial and wealth management news for the retirement community

  Top News 
  • Fiduciary rule is seen as a key SEC consideration for White
    Mary Jo White is expected to outline her priorities for the Securities and Exchange Commission, including a focus on fiduciary regulations for investment advisers and broker-dealers, before the Senate banking committee today. White, President Barack Obama's nominee to lead the SEC, also is expected to highlight the need for the agency to strengthen its enforcement role and complete its Dodd-Frank Act rules, according to her prepared testimony. AdvisorOne (3/11) 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

  Industry Update 
  • Study: Number of female advisers declines as demand is rising
    About 30% of financial advisers are women, reflecting a continuing downward trend even as the need for their services has grown, according to a study by Pershing. "We expect that financial-services firms will need to recruit hundreds of thousands of new advisers over the next decade to meet growing demand. Financial-services businesses would be well-served to better recruit and retain women advisers to help fill this need," said Kim Dellarocca of Pershing. Female business owners and those seeking divorce planning are two growing markets, according to the study. (3/11) LinkedInFacebookTwitterEmail this Story
  • Commentary: Income fixed annuities can offer flexibility
    New income fixed annuities combine the features of deferred income, traditional fixed and fixed-indexed annuities to offer clients guaranteed lifetime income and flexibility, writes Kevin Lehman of ING U.S. The product offers clients incentives for delaying income payments while also offering the flexibility to withdraw money if it becomes necessary, he writes. National Underwriter Life & Health (3/11) LinkedInFacebookTwitterEmail this Story
Is Pricing Low Your Strategy to Success? Think again.
Pricing is the heart of a business. It affects everything you do and is affected by everything you do. Economists talk of supply and demand as key factors behind pricing—successful entrepreneurs manipulate demand by making their products more desirable. These six steps will help you determine the right price for your product or service, read the article and learn how to get pricing right.

  Financial Literacy 
  • Experts: Assess the total costs of living with aging parents
    Direct costs that people can incur from taking in their aging parents include higher food and utility bills, experts say. But other factors to consider are indirect costs such as greater health care expenses, as well as tax implications and emotional effects, they say. "Parents, if financially feasible, may want to contribute to the household," says Jean Keener, a certified financial planner. Pittsburgh Tribune-Review (3/10) LinkedInFacebookTwitterEmail this Story
  • Other News
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.

  On the Economy 
  • Mapping the U.S. housing recovery
    Learn more about the U.S. housing recovery:  
    Click on image to enlarge map.
    Lost amid all the political gridlock in Washington has been one major positive indicator for the U.S. economy: The housing market is starting to rebound. Real estate foreclosures, mortgage delinquencies and vacancies are all on the decline. This article uses maps to drill down to the state and ZIP code level to analyze the most promising sections of the country for housing-related businesses. SmartBrief/SmartBlog on Finance (3/8) LinkedInFacebookTwitterEmail this Story
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 Practice 
  • What "disruptive thinking" can do for advisers
    "Disruptive thinking" can lead to opportunities for financial planners, says Luke Williams of New York University's Stern School of Business. Williams suggests first creating a disruptive hypothesis by answering the questions "What can I invert?" and "What can I deny?" and pondering what improvements and innovations can be made. Management Center blog (3/8) LinkedInFacebookTwitterEmail this Story
Whitepaper: SDN: How do you get there from here?
Are the growing data needs of mobile, cloud, big data and social threatening today's enterprise networks? Scalable processes, a phased integration approach and the appetite to optimize over time are key components of a modern network. It's how agile organizations prepare for the data needs of tomorrow.
Explore the whitepaper to start down the path toward SDN.

True merit, like a river, the deeper it is, the less noise it makes."
--Edward Frederick Lindley Wood,
British politician

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