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February 14, 2013
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Financial and wealth management news for the retirement community

  Top News 
  • Report cites a decade of growth for 401(k) balances
    Average 401(k) balances increased by 324% on average over the past decade for investors who stayed in the same company plan, a report from Fidelity Investments says. The increase came even as stocks tumbled during the financial crisis. In the same period, the S&P 500 Index gained 62%. Reuters (2/13) LinkedInFacebookTwitterEmail this Story
Why Platform Matters When Choosing an ERP System
In order to survive, grow, and compete in the digital age, organizations need an ERP that is highly flexible and able to adapt. So, what are the tough platform questions you should ask yourself when shopping for an ERP?
Download the report to find out!
  Industry Update 
Get with the flow. How payment processing affects cash flow.
Cash flow is the lubricant of business. Without a healthy cash flow, business dries up. It stops. It can't function. Which is why it is vital to keep the revenues coming in as the expenses go out. But there's one aspect of cash flow that many of us are not aware of. It is how managing credit cards and other such non-cash payments affect cash flow. Turns out it has a huge affect. Download the free guide today.
  On the Economy 
  • Report cites Q4 housing gains in U.S.
    A National Association of Realtors report indicates further recovery in the housing market, with prices up in nearly 90% of U.S. cities in the fourth quarter. The national median home price of $178,900 was up 10% compared with the fourth quarter of 2011, marking the biggest year-over-year gain since 2005. Bloomberg (2/12) LinkedInFacebookTwitterEmail this Story
  Building Your Practice 
  • Survey: Advisers' compensation is up 4% since 2010
    Annual pay for sole practitioners at financial-planning practices has risen to $98,049 on average, an increase of about 4% over 2010 figures, according to a survey by the Financial Planning Association. "The findings ... mirror the growth of our profession and the economy," said Lauren Schadle, the group's CEO. The survey also found that the number of client households served and the practitioner's experience and certifications positively affect advisers' income. (2/12) LinkedInFacebookTwitterEmail this Story
Continuity gives us roots; change gives us branches, letting us stretch and grow and reach new heights."
--Pauline Kezer,
American politician

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