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February 26, 2013
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Financial and wealth management news for the retirement community

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  Industry Update 
  • Ability to retire worries Americans, survey finds
    A poll by the National Institute on Retirement Security found that 55% of Americans are "very concerned" that the economy is undercutting their prospects for retirement. Meanwhile, 30% said they are "somewhat concerned" about whether they will be able to retire. The Washington Post (2/25) LinkedInFacebookTwitterEmail this Story
  • Alzheimer's cases will increasingly challenge advisers, experts say
    The number of people with Alzheimer's disease is expected to rise significantly in the coming decades, posing a serious challenge to the financial professionals charged with advising them, experts say. Advisers need to recognize the signs of dementia in their clients in order to perform appropriately under the fiduciary standard, and they need a written policy regarding such clients, experts warn. InvestmentNews (free registration) (2/24) LinkedInFacebookTwitterEmail this Story
  • Firm cites $347 billion pension gap for corporations in 2012
    The difference between what corporate pensions owe and can pay was estimated to be $347 billion at the end of 2012, one of the worst deficits ever, according to JPMorgan Asset Management. For various reasons -- including low interest rates and the fluctuating discount rate of corporate bonds -- companies are finding it harder to meet this expected obligation. Another issue is employees' growing longevity. The Wall Street Journal (2/25) LinkedInFacebookTwitterEmail this Story
  Financial Literacy 
  • How to get ahead when living paycheck-to-paycheck
    Jackie Kane, 27, of the Seattle area says she faces one week every month when she has only about $10 to spend. One strategy that Kane and others on tight budgets can use to get ahead involves placing spending money in envelopes, and doing so only twice a month, financial planner Angela Giboney says. "If you go to all cash, you will spend less," Giboney says. Other tips include nixing credit cards with annual fees and making sure rent doesn't exceed 25% of income. The Seattle Times (2/26) LinkedInFacebookTwitterEmail this Story
  On the Economy 
  Building Your Practice 
  • How to establish your credibility with a Wikipedia entry
    Advisers who are considered experts in their field can have their own Wikipedia entry, enhancing their credibility and reach, says Mike Wood, a consultant who writes and manages Wikipedia pages for clients. "Google loves Wikipedia," he says. "When I post an article on Wikipedia, within hours it's on page one of Google [searches]." But Wood cautions that Wikipedia looks for evidence that entries are about someone with expertise, and the site will delete entries that do not meet its standards. AdvisorOne (2/22) LinkedInFacebookTwitterEmail this Story
  • How to create a value proposition that clients can't refuse
    An advisory firm's unique value proposition sets it apart from its competitors and should be focused and relevant without using jargon, writes Ken Haman of the AllianceBernstein Advisor Institute. "Imagine that you have written the [unique value proposition] in big, block letters on a white billboard out on the highway," Haman writes. "All you get to write is the UVP and your telephone number. Imagine that lots of people will look at the billboard every day. Would anyone call?" of Ideas blog (2/20) LinkedInFacebookTwitterEmail this Story
Hate traps us by binding us too tightly to our adversary."
--Milan Kundera,
Czech writer

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