Across demographics, women worry about financial futures | Record close for S&P 500 breaks mark from 2007 | Assets of U.S. public pensions approach record
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March 29, 2013
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Retirement Security SmartBrief
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Across demographics, women worry about financial futures
Financial security in retirement is a concern among many women, regardless of their income or marital status, according to the 2013 Women, Money & Power Study from Allianz Life Insurance. Fifty-six percent of single women and 43% of married women said they worry about staying afloat in retirement. Women in the survey were concerned about their financial futures even though 60% are their family's breadwinner and 54% manage their family finances. (3/28)
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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

Industry Update
Record close for S&P 500 breaks mark from 2007
The Standard & Poor's 500 index set a record high of 1,569.19 at the close of Thursday's trading session, beating the closing high of 1,565.15 set Oct. 9, 2007. "The market has been trying and trying, and we finally crossed the line," said Quincy Krosby of Prudential Financial. "Having the Dow reaching new highs was good, but the S&P 500 is broader, it's bigger. ... It's an important message for investors." Barron's (free content)/Stocks to Watch blog (3/28), Boston Herald (3/28), Reuters (3/28), The Wall Street Journal (3/28)
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Assets of U.S. public pensions approach record
Assets of the biggest 100 public pension funds are recovering but are still less than their peak in 2007, the Census Bureau says. The high point was $2.929 trillion, while the total was $2.836 trillion in the fourth quarter, the agency says. Pensions & Investments (free access for SmartBrief readers) (3/28)
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EBSA rule could affect sales of variable, IRA annuities
Annuities created for the IRA market, which saw more than half of the annuity inflows in 2012, could be significantly affected by an anticipated Employee Benefits Security Administration rule that would add the product to a fiduciary definition, Rich White writes. However, no-load variable annuities, which account for less than 5% of the VA market, could benefit from the expected rule and quickly gain market share as a result, he writes. (3/28)
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Guide outlines ways seniors can recognize, avoid financial abuse
A guide from the Certified Financial Planner Board of Standards cites 10 ways in which older Americans are vulnerable to financial abuse, and suggests ways they can protect themselves. The guide cautions seniors not to be swayed by an adviser's certifications or invitations to "free" investment lunches. Seniors also should be aware that products recommended by a reputed expert still may not be right for them, and that investments sold as "guaranteed" or "safe" may not be legitimate, according to the guide written by CFP Board consumer advocate Eleanor Blayney. AdvisorOne (3/28)
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Other News
The Key To Positive Cash Flow
Every business is cyclical with cash flow ups and downs. The key is to find a way to keep the cash coming in as predictably as possible. Seem impossible? Well it's not. There are systems and processes that make it easier to collect the cash you've earned so your small business can grow. Learn how these small-business owners set up their businesses for success.

On the EconomySponsored By
U.S. economy was stronger in Q4 than expected
The economy expanded at an annualized rate of 0.4% in the fourth quarter, a slow rate but better than an initial estimate of 0.1% contraction, the Bureau of Economic Analysis says. A 16.7% increase in investment in nonresidential buildings drove much of the growth, the agency says. CNNMoney (3/28), Shopfloor blog (3/28)
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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 PracticeSponsored By
How to use content marketing to build credibility
Marketing through websites and e-mail newsletters can be effective if the content you include offers advice or engaging content before attempting to pitch a sale, writes Kirk Hulett of Securities America Financial. "The guiding principle of this tactic is providing your target market (including prospective and existing clients) information that will help them solve a problem or further their buying decision without talking about how you specifically can fulfill that need," he writes. AdvisorOne (3/27)
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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.

It is always the secure who are humble."
-- G.K. Chesterton,
British writer
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