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December 3, 2012
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Financial and wealth management news for the retirement community

  Top News 
Selling your business? Here are 7 things you should do now.
If you're considering selling your business, you should be doing everything you can to get the best possible price. In just 7 simple steps you can improve your chances of attracting buyers and getting big bucks for your business. Read the article and learn the 7 steps.

  Industry Update 
  • Milwaukee officials mull pension-system changes
    Milwaukee's public-employee pension system is considered one of the best in the U.S. in terms of funding, but city officials are looking at ways to reduce their future pension obligations with changes such as raising the retirement age. "It's important that you make decisions not at a crisis point, but when you are healthy and sustainable," Alderman Michael Murphy says. Milwaukee Journal Sentinel (tiered subscription model) (12/2) 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 
How to Achieve IT Agility: A Survival Guide for IT Decision Makers
When business teams add new apps and services to already-strained networks, IT departments are accountable for making everything work. Is your team ready for this challenge? Read this eGuide to learn how IT teams are automating their networks, why they're utilizing Ethernet fabrics and SDN, and what success looks like as they regain network control and business relevance.

  On the Economy 
  • Analysis: Housing is starting to look like a good investment
    The U.S. housing market is beginning to make its long-awaited recovery and a whole new generation of investors is looking for ways to make a profit from it, according to The Economist. "As a trade, buying houses is the polar opposite of what made hedge funds rich from 2007; it is a bullish bet which eschews complex financial products," the magazine notes. "It is also far less racy: a 7% yield is hardly the stuff of investment lore, even if greater profits may come." The Economist (12/1) LinkedInFacebookTwitterEmail this Story
  Building Your Practice 
  • How to help clients who are forced to retire early
    About half of retirees say they started retirement unexpectedly as a result of illness or a change their employer made, a study says. Advisers should help clients prepare for the possibility of a forced early retirement, writes Cheryl Krueger, who also recommends resources for advisers with clients already forced into early retirement who need help navigating health insurance changes, severance pay, Social Security and other decisions. National Underwriter Life & Health (11/29) LinkedInFacebookTwitterEmail this Story
  Financial Products 
  • Funds warn investors away from high-yield bonds
    High-yield bonds are so popular among yield-hungry investors that some funds believe they are dangerous. Fund managers T. Rowe Price and Vanguard have started turning down people who want to invest in their high-yield bond funds. The funds said they are running out of bonds worth buying. CNBC/The Associated Press (12/2) LinkedInFacebookTwitterEmail this Story
Look at everything as though you were seeing it either for the first or last time."
--Betty Smith,
American author

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