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January 24, 2013
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Financial and wealth management news for the retirement community

  Top News 
  • Annuity inflows fell 6% last year, report says
    Annuity inflows declined to $84.7 billion in 2012, a decrease of more than 6% from 2011, according to a report from Depository Trust and Clearing. The drop was attributed in part to a fourth-quarter increase in outflows, reflecting investor activity and possibly insurers exiting the annuity market, said Andrew Blumberg of DTCC. IRAs accounted for more than half of last year's annuity inflows, Blumberg said. "We're seeing a larger amount going into qualified account types, largely IRAs, and the outflows on nonqualified accounts are much, much higher," he said. (1/23) LinkedInFacebookTwitterEmail this Story
  Industry Update 
  • Most affluent investors use advisers for retirement planning
    About 60% of high-net-worth investors use a financial adviser to plan for retirement, and 23% seek guidance from an adviser with no connection to their retirement-plan provider, according to Spectrem Group. Affluent individuals most often seek advice from independent financial planners and full-service brokerages. (1/23) LinkedInFacebookTwitterEmail this Story
  • Asset-management fees for alternative investments decline
    Alternative investments were the only asset class to experience "a material drop" in asset-management fees in 2012, according to Mercer Investment Consulting's latest fee survey. The drop in fees is reflective of the shift away from defined-benefit pensions to defined-contribution plans for retirement investing. AdvisorOne (1/22) LinkedInFacebookTwitterEmail this Story
  Financial Literacy 
  On the Economy 
  • Coordination among regulators slows Dodd-Frank reforms, GAO says
    Fewer than half of Dodd-Frank Act rules had been implemented by the end of 2012, the Government Accountability Office says in a report. The GAO blames the complexity of the task as well as difficult coordination by overlapping and interconnected regulators. "Although regulators have established mechanisms to facilitate coordination ... several regulators indicated that coordination increased the amount of time needed to finalize rulemakings," according to the report. Reuters (1/23) LinkedInFacebookTwitterEmail this Story
  Building Your Practice 
  • How to build a high-performance team
    Employee personalities are not the key to establishing a successful, harmonious workplace, writes Ken Haman of AllianceBernstein Advisor Institute. Instead of focusing on personalities, leaders should create a business plan that outlines the best way to do things, set goals for each team member and reward them accordingly, he writes. Advisors' Coach blog (1/21) LinkedInFacebookTwitterEmail this Story
An exaggeration is a truth that has lost its temper."
--Kahlil Gibran,
Lebanese-American artist, poet and writer

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