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February 18, 2013
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Financial and wealth management news for the retirement community

  Top News 
  • Future U.S. retirees could face tough times, research shows
    A majority of Americans approaching retirement can expect to be financially less well off than their parents when they leave the workforce, research indicates. Retirees with limited resources may have to share homes with younger relatives or turn to government agencies for support, researchers say. The Washington Post (2/16) LinkedInFacebookTwitterEmail this Story
  Industry Update 
  • Poll finds employers are open to Roth 401(k) options
    More employers are considering adding a Roth option to their 401(k) plans, a survey says, and that may be because of a change from "fiscal cliff" negotiations that smooths the way for Roth conversions. About half of employers polled by Aon Hewitt said they don't offer a Roth choice, but 29% of those say they are likely to add one within a year. AdvisorOne (2/15) LinkedInFacebookTwitterEmail this Story
  • Financial industry eyes benefits, limitations of cybersecurity directive
    The financial industry is cautiously positive about the White House cybersecurity directive that the president recently signed, as it provides clarification on the authority to share information. More legislation is needed, observers say, including measures to provide liability protection. Also, financial firms need to remain proactive to protect against cyberattacks. (2/14) LinkedInFacebookTwitterEmail this Story
  • Other News
  Financial Literacy 
  • Investment contest focuses on logic behind investments
    High-school students can win $5,000 through the Knowledge@Wharton High School Investment Challenge, a 22-week contest in which teams of five to nine invest $100,000 of virtual money. Teams must explain the thinking behind their investment choices. "It's more about the logic of the processes, not just the returns," said Julien Franklin of Aberdeen Asset Management, which sponsors the challenge along with the Wharton School at the University of Pennsylvania. Pensions & Investments (free registration) (2/18) LinkedInFacebookTwitterEmail this Story
  On the Economy 
  • The vicious circle of unemployment
    Some job seekers in New York say employers see their recent unemployment as a reason not to hire them. "If you're not working, that's already strike 1 against you," job seeker Albert Mango says. New York is considering a law to prohibit employers from discriminating against the unemployed. Washington, D.C., New Jersey and Oregon already have similar laws. The New York Times (tiered subscription model) (2/17) LinkedInFacebookTwitterEmail this Story
  Building Your Practice 
  • How to host a great client event
    When planning a client-appreciation event, keep the headcount small but allow clients to bring guests, experts say. Other expert tips include bringing in celebrity guests, choosing a comfortable location and providing gift bags for attendees. (2/14) LinkedInFacebookTwitterEmail this Story
  • Adviser tech tools to get your life back
    Technology has the potential to help advisers build their business, stay in touch with clients and get their personal lives back, experts say. Tech innovations allow advisers to "work 24/7 without being in the office 24/7," says Jim Dario, a managing director of product and strategy at TD Ameritrade Institutional. (2/12) LinkedInFacebookTwitterEmail this Story
Paradise is here or nowhere: you must take your joy with you or you will never find it."
--Orison Swett Marden,
American author

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