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March 6, 2013
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Financial and wealth management news for the retirement community

  Top News 
 
  • Analysis: Retirement investors are barely ahead of pre-crisis levels: Retirement investors' portfolios had exceeded 2007 average levels by the third quarter of last year, according to data from the Investment Company Institute, and the market has climbed higher since then. But when accounting for inflation, investors' average annualized return since the last stock-market high in 2007 is about 0.3%. MarketWatch/Encore blog (3/5) LinkedInFacebookTwitterEmail this Story
Reasons to plan: the video your female clients must see.
We asked 10 women to describe their experiences with aging and chronic illness. What they said may surprise you and change the way you help your clients prepare for their future.
Watch our video now at prudential.com/reasons.

  Industry Update 
  • House Republicans weigh changes to Medicare plan
      
    House GOP leaders are considering raising the age at which people would be protected from changes to the Medicare system from 55 to 56, under a plan floated by Rep. Paul Ryan, the Budget Committee chairman. The proposal angered many centrist Republicans, who had made election-season commitments to their constituents tied to the notion that those 55 and older would be guaranteed continued access to traditional Medicare. A person becomes eligible for Medicare at age 65. Bloomberg Businessweek (3/5), The Hill (3/5), Politico (Washington, D.C.) (3/4) LinkedInFacebookTwitterEmail this Story
  • Group wants advisers barred from forcing clients into arbitration
    The North American Securities Administrators Association wants U.S. legislation that would prohibit investment advisers from requiring mandatory arbitration when a client wants to resolve a dispute. "Harmed investors should be able to seek relief in any forum and not be forced into an expedited arbitration that could foreclose their ability to obtain relief," NASAA President Heath Abshure said. "Investors aren't going to invest if they can't sue if they're defrauded." InvestmentNews (free registration) (3/5) LinkedInFacebookTwitterEmail this Story
  • Other News
10 ways to inspire creativity in your staff.
Fostering creative business practices isn't as hard as it seems and can lead to smart solutions. Use these ten techniques to help inspire and encourage creativity in your staff. Read the article and learn 10 ways to get the creative juices flowing.

  On the Economy 
 
  • How changing demographics could hurt housing again
    Baby boomers who look to move out of large suburban single-family homes might not find many interested buyers, says researcher Arthur Nelson, director of the Metropolitan Research Center at the University of Utah. Younger generations are more interested in smaller homes and condos, and the growing numbers of Hispanics in the U.S. generally do not have incomes high enough to buy larger homes. The confluence of these demographic trends could prompt another housing crisis, Nelson says. The Atlantic Cities (3/5) LinkedInFacebookTwitterEmail this Story
Building Workplace Trust 2015
Interaction Associates' 6th annual research study tracking trust on the job, Building Workplace Trust, is out, and more than half of employees surveyed give their organizations low marks for trust and leadership. Yet this year's findings again point to how high trust leads to better outcomes and financial results — and even boosts innovation.

  Building Your Practice 
 
  • Expert: Advisers are crucial in retirement health care planning
    Health care costs are a significant retirement expense, but nearly 70% of seniors haven't considered such expenses in their retirement planning, according to the Allsup Medicare Advisor Seniors Survey. In addition, survey respondents underestimated retirement health care costs by about half. Financial advisers can offer essential guidance to their clients by explaining the limits and nuances of Medicare coverage and helping them make cost-effective decisions, writes Mary Dale Walters of Allsup. Financial Advisor online (3/4) 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.

  SmartQuote 
The world is much more interesting than any one discipline."
--Edward Tufte,
American statistician and professor


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