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November 6, 2012
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Financial and wealth management news for the retirement community

  Top News 
  • Prospects for retirement darken for younger workers
    Public and private employers increasingly are reducing pension benefits, a trend that is hitting young workers harder than their older colleagues. The situation leaves the next generation's retirees with a bleak future. Many companies are making severe cuts for new hires to preserve benefits for existing employees. The Washington Post (11/5) LinkedInFacebookTwitterEmail this Story
  Industry Update 
  • Financial planners react to a smaller, tougher market
    The continuing stagnation of household wealth and retirement assets is prompting financial-planning firms to seek growth through alternative investments, new revenue models, outsourcing and strategic mergers and acquisitions, writes Michael Kitces, citing a presentation by Chip Roame of Tiburon Advisors. Financial planners also are feeling pressure to improve their marketing efforts to compete for a dwindling pool of new clients, Roame said. Nerd's Eye View blog (11/5) LinkedInFacebookTwitterEmail this Story
  • Some investors eye real estate to boost their returns
    Some mom-and-pop investors are putting money in real estate because it appears to offer a better return than their 401(k) funds, according to experts. The strategy is to buy foreclosed homes, collect rent and sell when the housing market improves further. "The demand is there, but it's a risky move if you are putting all your eggs in that one basket," said Greg Willett of MPF Research. Bloomberg Businessweek (11/5) LinkedInFacebookTwitterEmail this Story
  Financial Literacy 
  • Financial steps to take if you lose your job
    People who lose their job need to take fast financial action, first by filing for unemployment if they qualify, and then by significantly cutting their expenses, Emily Nickerson writes. Other steps: Negotiate with lenders and landlords for slower or reduced payments, stay on the employer's health insurance if possible and turn down others' requests for money. (11/5) LinkedInFacebookTwitterEmail this Story
  On the Economy 
  Building Your Practice 
  • Top sales tool: Fearless prospecting
    Advisers who are more adept at contacting strangers and starting conversations are better salespeople, and it has little to do with having a winning personality or being extroverted, research suggest. Behavioral Sciences Research Press found that the key differences between strong salespeople and those with less success was their willingness to make cold calls. AdvisorOne (11/5) LinkedInFacebookTwitterEmail this Story
  • Other News
Character is much easier kept than recovered."
--Thomas Paine,
British-American political activist and author

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