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December 18, 2012
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Financial and wealth management news for the retirement community

  Top News 
  • Small-business owners put retirement on back burner, study finds
    Small business often count on the assets of their companies to see them through retirement and do little else to plan, according to an analysis from the Small Business Administration. Experts say that's a risky strategy. "There's a double-whammy if something happens to that company because you'll lose your income and your retirement assets," says Jules Lichtenstein, the SBA's senior economist. Bloomberg Businessweek (12/15), (12/17) LinkedInFacebookTwitterEmail this Story
  Industry Update 
  • Retirement industry steps up fight to preserve tax breaks
    Retirement industry groups fear that "fiscal cliff" negotiations could affect the tax deductions and tax breaks that encourage retirement savings, even if a year-end deal doesn't specifically target them. Groups are stepping up their lobbying efforts in a bid to ensure that tax deferrals for 401(k) plans and IRAs aren't sacrificed as part of a deficit-reduction effort. InvestmentNews (free registration) (12/17) LinkedInFacebookTwitterEmail this Story
  • Other News
  Financial Literacy 
  • Pros and cons of online financial advisers
    Investors who prefer to get financial advice online can choose from increasingly more firms, with several having $50 million or more in assets under management. Online advisers offer lower fees, but in-person meetings usually aren't an option, according to researcher PriceMetrix. Reuters (12/17) LinkedInFacebookTwitterEmail this Story
  • Other News
  On the Economy 
  • Fed predicts more jobs but no drop in unemployment rate
    A paper by the Federal Reserve Bank of San Francisco warns that the U.S. unemployment rate might stop falling even though the economy is improving and more people are finding jobs. Jobless statistics are likely to remain flat as the improving economy lures people who stopped looking for work back to the job hunt, at which point they are again counted as unemployed, the paper says. The Washington Post/Wonkblog (12/17) LinkedInFacebookTwitterEmail this Story
  Building Your Practice 
  • Advisers share lessons learned from lost prospects
    Top advisers offer several lessons from potential high-net-worth clients that they failed to land. Among their tips: Don't bring experts from outside your firm to early meetings with a prospective client; remember to treat the client as a person, not a potential commission; and recognize when the prospect's goals differ from your own. (12/17) LinkedInFacebookTwitterEmail this Story
If you break your neck, if you have nothing to eat, if your house is on fire, then you got a problem. Everything else is inconvenience."
--Robert Fulghum,
American author

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