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December 12, 2012
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Financial and wealth management news for the retirement community

  Top News 
  • Survey: Many employers may drop 401(k)s if tax advantages are cut
    Any move by Congress to limit the tax advantages associated with 401(k) contributions could prompt up to half of employers to stop offering the plans, according a survey by Mathew Greenwald & Associates and the American Benefits Institute. More than 90% of respondents think that "the exclusion of 401(k) contributions from current income taxation is important to their workers' decision to contribute to the plan," and 72% of employers "think their workers contribute more than they otherwise would as a result of the exclusion," said James Klein of the American Benefits Council. AdvisorOne (12/11) 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.

  Industry Update 
  • Commentary: Tax incentives encourage retirement savings
    Eliminating the 401(k) tax-deferral incentives that encourage Americans to save "would be a retirement death," writes Cathy Weatherford, president and CEO of the Insured Retirement Institute. "With the responsibility and the risks associated with saving for retirement falling squarely on the shoulders of Americans, now is not the time to cut a tool that is helping consumers to save for a financially secure future," she writes. National Underwriter Life & Health (12/11) 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.

  Financial Literacy 
  • Commentary: Private sector can advance financial literacy
    School partnerships with private companies can help students learn concepts crucial to their future success at no cost to taxpayers, writes Bruce Rauner, board member of the Noble Network of Charter Schools. "The opportunity to affect the welfare of Illinois students needs to extend beyond our public schools to include private sector engagement and investment," he writes. Crain's Chicago Business (12/12) LinkedInFacebookTwitterEmail this Story
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  On the Economy 
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  Building Your Practice 
  • Report: Advisers face high cost by failing to engage via technology
    Financial advisers could be losing millions of dollars' worth of business by failing to embrace videoconferencing, social networking and other high-tech modes of customer engagement, according to Cisco's Internet Business Solutions Group. "[F]or a firm with $200 billion in assets under management and approximately $1.8 billion in revenue, the overall opportunity could be as much as [an estimated] $341 million," according to the study's authors. U.S. News & World Report (12/11) LinkedInFacebookTwitterEmail this Story
  • Why advisers aren't therapists, teachers or salespeople
    Advisers need to provide information, listen with empathy and help clients take action, but they shouldn't try to act as educators, therapists or salespeople, writes Bill Bachrach, advisory consultant. By acting as a trusted adviser, clients will be "happy to pay you for your advice and follow it," Bachrach writes. Financial Advisor online (12/6) LinkedInFacebookTwitterEmail this Story
It is well for people who think to change their minds occasionally in order to keep them clean."
--Luther Burbank,
American botanist and horticulturist

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