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February 11, 2013
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Financial and wealth management news for the retirement community

  Top News 
 
Excel and Modern Financial Planning
In today's digital age in financial planning, a new role of the "modern financial modeler" is coming to surface to bridge the gap between financial operations and strategic finance. View a complimentary copy of the Blue Hill research report and learn the role, skills and background of the "modern modeler", strategies and tools that provide for transition to this role for individuals, and best practices and pitfalls in moving to this set of skills.

  Industry Update 
  • Poll: Tech tools appeal more to younger retirement savers
    A survey from OneAmerica Financial Partners found that more than 60% of investors younger than 40 consider online retirement calculators to be helpful, compared with 41% of those over 50 who say the same. Twenty percent of those in their 20s and 30s said they get their financial information from blogs, compared with 9% of those in their 40s and 50s who said the same. BenefitsPro.com (2/8) LinkedInFacebookTwitterEmail this Story
  • EBSA: Swaps trading by pension funds won't trigger fiduciary duty
    An Employee Benefits Security Administration opinion may ease the concerns of pension-plan sponsors whose brokers were hesitant to execute swaps amid worries about being held to a fiduciary standard. The EBSA opinion says "it does not appear that Congress contemplated that [clearing members] would act as ERISA fiduciaries with respect to plan customers. The swaps regulations ... similarly do not envision" such a requirement. Pensions & Investments (free registration) (2/8) LinkedInFacebookTwitterEmail this Story
  • Forcing retirees to annuitize: Payout restrictions ahead?
    Some plan sponsors are looking at restricting the lump-sum payouts most 401(k) account holders take from their retirement savings, an attempt to get more people to convert their defined-contribution assets into annuities. The movement is aimed at getting investors to make their retirement funds last longer. Time.com (2/7) LinkedInFacebookTwitterEmail this Story
  Financial Literacy 
  On the Economy 
  • Economists predict U.S. growth will pick up by summer
    Read full story  
    Reuters
    The U.S. economy is poised to accelerate beginning at midyear, generating enough growth to produce a self-sustaining recovery, according to economists surveyed by USA Today. Meanwhile, consensus is growing among economists that a minor fourth-quarter shrinkage reported will be revised to reveal growth, albeit at a sluggish pace. USA Today (2/10), Bloomberg Businessweek (2/8) LinkedInFacebookTwitterEmail this Story

  Building Your Practice 
  • How to put your firm's performance in high gear
    Financial-planning firms can ramp up performance by crafting written succession and marketing plans and sticking to them, and by regularly considering which business model works best, says Mike Durbin of Fidelity Institutional Wealth Services. Those are among five attributes that a Fidelity survey identified as key to financial-planning firms' success. Financial-Planning.com (2/7) LinkedInFacebookTwitterEmail this Story
  SmartQuote 
If Columbus had an advisory committee he would probably still be at the dock."
--Arthur Goldberg,
American statesman and jurist


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