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February 4, 2013
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Financial and wealth management news for the retirement community

  Top News 
  • Study: Those near retirement were hit hardest by recession
    Americans who are near retirement but not yet old enough for Social Security and Medicare benefits have lost the most earning power of any generation in the aftermath of the recession, according to a study by Sentier Research. These older workers have lost retirement savings and home value, and they generally struggle to find jobs after losing theirs. Many are taking early Social Security payments and filing for disability benefits. The New York Times (tiered subscription model) (2/2) LinkedInFacebookTwitterEmail this Story
Get Creative: 10 Ways to Think Outside the Box
No matter your business, smart solutions come from out-of-the-box thinking. We all know creativity is king, but are you doing all you can to inspire and encourage creativity in your staff? Read the article and learn 10 ways to inspire creativity at your office.

  Industry Update 
 
  • Regulators worry about new annuities
    Contingent deferred annuities come with the promise of lifetime income with lower fees than variable annuities, but some state regulators are concerned about whether these promises are realistic. That is complicating sales for companies that want to market the annuities nationwide. The Wall Street Journal (2/3) LinkedInFacebookTwitterEmail this Story
  • Companies increase pension contributions amid low rates
    The Federal Reserve's low interest rates are forcing U.S. companies to increase cash put into defined-benefit pension plans. Employers are bound by law on how long they take to fully fund pensions. Ford Motor expects to put $5 billion into its plan this year, nearly the amount it spent on developing products, buying equipment and building plants last year. The Wall Street Journal (2/3) LinkedInFacebookTwitterEmail this Story
  • FINRA wants easier background checks on advisers and brokerages
    The Financial Industry Regulatory Authority proposed a rule to make it easier for investors to investigate the background of financial advisers and brokerages. The rule would require websites of companies regulated by FINRA to link to the agency's online database BrokerCheck. Reuters (2/1) 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 
  • Ind. lawmaker proposes standard financial-literacy course
    Indiana state Sen. Brent Waltz is proposing a standardized financial-literacy program for public schools. The state mandated financial-literacy classes in 2010, but Waltz says a set curriculum would encourage all schools to follow the law. The curriculum would teach the basics of investing, using credit and how to manage bank accounts. WIBC-FM (Indianapolis) (1/30) LinkedInFacebookTwitterEmail this Story
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  On the Economy 
  • Rising Treasury yields may not be good news
    Treasury yields are rising above record lows, sending U.S. government bond prices falling and potentially creating an obstacle for economic recovery. Business investment, car sales and the housing market could suffer as bonds lose favor with investors. Reuters (2/3), Bloomberg (2/2), MarketWatch (2/1) LinkedInFacebookTwitterEmail this Story

  Building Your Practice 
  • Survey: 86% of young investors ready to fire parents' adviser
    Advisory firms need to start hiring young financial advisers to attract and keep the business of Generation X and Y investors, who will have accumulated $28 trillion of personal wealth by 2018, up from $2 trillion in 2011, said Tom Nally, president of TD Ameritrade Institutional. A recent survey showed that, if given the chance, 86% of young investors would fire their parents' financial adviser, he said. Financial-Planning.com (1/31), Financial Advisor online (1/31) LinkedInFacebookTwitterEmail this Story
  SmartQuote 
Never assume the obvious is true."
--William Safire,
American author, columnist and presidential speechwriter


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