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November 27, 2012
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News covering the insurance and financial advising industry

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  Industry News 
  • Fixed-income investments are popular, but increasingly risky
    Some $300 billion will be invested in bond funds this year, more than the totals posted for 2010 and 2011, according to Strategic Insight. Fixed-income investments, however, are viewed as increasingly risky, says Michael Gitlin, director of fixed income at T. Rowe Price Group. Yields have become too low for the credit risks, he says. InvestmentNews/The INsider blog (free registration) (11/21) LinkedInFacebookTwitterEmail this Story
  • Study differentiates between financial planning, wealth management
    A report by the Investment Management Consultants Association aims to clarify differences between financial planning and wealth management, Michael Kitces writes. Aspects of the practices overlap, but the report defines wealth-management clients as having net worth of at least $5 million and requiring expertise in corporate executive compensation, business sales and family-related issues in transferring large estates, he writes. AdvisorOne (11/26) LinkedInFacebookTwitterEmail this Story
  Investment Trends 
  Policy Watch 
  • High court allows revival of Liberty University challenge to health law
    The Supreme Court has ruled that Liberty University's lawsuit challenging the Affordable Care Act, which the school says forces it to subsidize contraception and abortions, will be heard again in a federal appellate court. The ruling could herald the case's return to the Supreme Court next year, according to Liberty Counsel, which is representing Liberty University. "Congress exceeded its power by forcing every employer to provide federally mandated insurance," Liberty Counsel lawyer Mathew Staver said. The Washington Times (11/26), Reuters (11/26) LinkedInFacebookTwitterEmail this Story
  • Industry launches "Save My 401(k)" effort
    The American Society of Pension Professionals and Actuaries has launched a media campaign urging the protection of tax incentives for 401(k) savings. The "Save My 401(k)" campaign is a response to worries that President Barack Obama and Congress might eliminate the tax-deferred status of 401(k) contributions as part of a deficit-reduction plan. Reuters (11/26) LinkedInFacebookTwitterEmail this Story
  • Fiscal crisis could erode faith in government, experts say
    Falling off the "fiscal cliff" would do serious economic damage, but might also cause lasting damage to what remains of Americans' faith in their government, experts say. "It would mean to many people that the government is not there to solve the problems it was meant to solve," warns Alan Krueger, the president's top economics adviser. TheFiscalTimes.com (11/26) LinkedInFacebookTwitterEmail this Story
  Building Your Business 
  • How to solidify a relationship with a client
    Each new client provides an opportunity to forge a lasting relationship, writes marketing pro Jean Gianfagna. Consider a small gift, a personal welcome from the company president and reaching out through social media to establish a connection, Gianfagna suggests. An orientation process allows new clients to get to know the company, and taking care to limit sales pitches will help build trust. National Underwriter Life & Health (11/24) LinkedInFacebookTwitterEmail this Story
  NAIFA News 
  • Tap into the power of thanks
    In many organizations, employees go through their days assuming that their co-workers, and especially their bosses, don't notice or appreciate all of the hard work that they do. If that's the way they feel, employees won't have any true motivation or dedication, and productivity will be mediocre at best. Read the Advisor Today blog to discover how tapping into the spirit of Thanksgiving can tip the balance between success and failure. LinkedInFacebookTwitterEmail this Story
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  SmartQuote 
If you knew that hope and despair were paths to the same destination, which would you choose?"
--Robert Brault,
American writer


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