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

  Top News 
 
Reasons to plan: the video your female clients must see.
We asked 10 women to describe their experiences with aging and chronic illness. What they said may surprise you and change the way you help your clients prepare for their future.
Watch our video now at prudential.com/reasons.

  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
10 ways to inspire creativity in your staff.
Fostering creative business practices isn't as hard as it seems and can lead to smart solutions. Use these ten techniques to help inspire and encourage creativity in your staff. Read the article and learn 10 ways to get the creative juices flowing.

  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
Building Workplace Trust 2015
Interaction Associates' 6th annual research study tracking trust on the job, Building Workplace Trust, is out, and more than half of employees surveyed give their organizations low marks for trust and leadership. Yet this year's findings again point to how high trust leads to better outcomes and financial results — and even boosts innovation.

  On the Economy 
 
Transformational Journeys: Modern Business Planning
Harvard Business Review explores why CFO's and their finance organizations must adapt to the changing landscape of their markets and how big data, organizational collaboration, and new cloud-based planning and analysis technologies are driving successful change.
Click here to access the report.

  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?" Financial-Planning.com/Wealth of Ideas blog (2/20) LinkedInFacebookTwitterEmail this Story
How to Achieve IT Agility: A Survival Guide for IT Decision Makers
When business teams add new apps and services to already-strained networks, IT departments are accountable for making everything work. Is your team ready for this challenge? Read this eGuide to learn how IT teams are automating their networks, why they're utilizing Ethernet fabrics and SDN, and what success looks like as they regain network control and business relevance.

  SmartQuote 
Hate traps us by binding us too tightly to our adversary."
--Milan Kundera,
Czech writer


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