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January 23, 2013
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Financial and wealth management news for the retirement community

  Top News 
  • 401(k) income statements may mislead, expert warns
    Investors who rely on post-retirement income estimates from 401(k) statements may find themselves with an incomplete or misleading view of their retirement prospects, Steve Vernon writes. Instead of providing a single dollar amount that investors can expect to earn from their 401(k) money, statements should offer a range of values, depending on the vehicle investors choose to generate that income, Vernon writes. CBS MoneyWatch (1/23) LinkedInFacebookTwitterEmail this Story
  Industry Update 
  • Retirement industry sees allies in new committee members
    Retirement and investment industry insiders are welcoming the appointment of several lawmakers with pension expertise to key congressional committees. For example, Johnny Isakson, R-Ga., and Rob Portman, R-Ohio, will serve on the Senate Finance Committee, and both senators have expressed interest in encouraging greater participation in defined-contribution plans. Isakson has taken steps to discourage cuts to retirement tax incentives in the context of broader tax reform. Pensions & Investments (free registration) (1/21) LinkedInFacebookTwitterEmail this Story
  • Type of firm influences advisers' retirement guidance
    Retirement-income recommendations vary based on financial advisers' type of firm, according to Cogent Research. Registered investment advisers lean toward mutual funds, broker-dealer advisers often suggest insurer products and advisers at national wirehouses are divided, favoring either insurer products or brokerage investments, mostly dividend-paying stocks, Cogent says. Financial Advisor online (1/22) LinkedInFacebookTwitterEmail this Story
  Financial Literacy 
  On the Economy 
  • Data show a surge in U.S. home prices last year
    House prices in the U.S. climbed almost as much in 2012 as they did at the peak of the housing bubble, and may keep increasing at a slightly slower pace this year, Zillow says. Prices gained 5.9% compared with 2011 and are forecast to rise an additional 3.3% this year, the firm said. The National Association of Realtors said existing homes sold in 2012 increased 9.2% compared with 2011, reaching their highest level in five years. MarketWatch (1/22), USA Today (1/22), Banker & Tradesman (Boston) (1/22) LinkedInFacebookTwitterEmail this Story
  Building Your Practice 
  • How to overcome recruitment and retention challenges
    Financial-advisory firms face challenges in attracting professionals and hanging on to them, writes Mark Tibergien of Pershing Advisor Solutions. He suggests changing a firm's leadership, capacity and culture to make it a place where recruits can see themselves growing and being amply rewarded. Investment Advisor (2/2013) LinkedInFacebookTwitterEmail this Story
  • How to groom younger advisers to take over the firm
    Advisory firms need to cultivate their own employees to become potential leaders just as accounting, legal and medical practices do, Angie Herbers writes. The problem is that few advisory firms have well-defined training steps that lead to succession, Herbers writes, while explaining how to start the process. Investment Advisor (2/2013) LinkedInFacebookTwitterEmail this Story
Shyness has a strange element of narcissism, a belief that how we look, how we perform, is truly important to other people."
--Andre Dubus,
American writer

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