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November 15, 2012
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Financial and wealth management news for the retirement community

  Top News 
  • Should retirement investors deduct adviser fees?
    The Internal Revenue Service allows taxpayers to deduct certain investment fees associated with retirement accounts such as 401(k) plans or IRAs, or they can pay the fees from their accounts' pre-tax dollars, Michael Kitces writes. Investors should consider the length of their investment horizon and whether such fees are fully deductible when deciding between paying from a retirement account or taking the deduction, Kitces writes. Nerd's Eye View blog (11/14) LinkedInFacebookTwitterEmail this Story
  Industry Update 
  • What the Social Security adjustment will mean for you
    Retirees may see a little more in their Social Security benefits checks starting in January, when a 1.7% cost-of-living increase goes into effect. But seniors who have insurance premiums withheld from their checks might end up with less. In addition, those still in the workforce could see other Social Security changes affect their take-home pay starting in January. MarketWatch/The RetireMentors blog (11/14) LinkedInFacebookTwitterEmail this Story
  • SEC sets record for enforcement actions
    The Securities and Exchange Commission initiated the most enforcement actions in its history against financial advisers and investment firms during fiscal 2012, which ended Sept. 30. The regulator filed 147 actions, one more than in fiscal 2011, the previous record. InvestmentNews (free registration) (11/14) LinkedInFacebookTwitterEmail this Story
  • Business group says Ill. pension system is beyond repair
    If Illinois' public-pension fund is to survive, people who already get benefits will need to have those funds cut, the Civic Committee of the Commercial Club of Chicago told members in a memo. "The pension crisis has grown so severe that it is now unfixable," Tyrone Fahner, the committee's president, wrote in the memo. "We do not make that statement lightly. It is an honest statement that no one -- not our legislators, nor our governor, nor labor leaders -- is willing to say publicly." Associated Press (11/14) LinkedInFacebookTwitterEmail this Story
  Financial Literacy 
  • Investing little-by-little vs. all at once
    Calculations by Vanguard indicate that investors typically net larger returns if they invest a lump sum all at once instead of in smaller, regular installments, the way 401(k) plans tend to operate. Still, investing a little each month has benefits, Dan Kadlec writes, and for many, it's the only way they can afford to do so. (11/15) LinkedInFacebookTwitterEmail this Story
  On the Economy 

  Building Your Practice 
  • Study: Advisers get ahead when they work in teams
    Advisers who team up with others can raise their productivity by 15%, and those who combine teamwork with other actions, such as targeting specific types of clients and creating retirement plans for them, can raise productivity by 30%, a study from McKinsey & Co. and LIMRA found. (11/13) LinkedInFacebookTwitterEmail this Story
  • Other News
Nothing in life is to be feared. It is only to be understood."
--Marie Curie,
Polish-French physicist and chemist

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