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November 13, 2012
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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

  Industry Update 
  • Advisers adapt investment strategies amid uncertainty
    Financial advisers are working to devise investment strategies that will manage the risks associated with the looming "fiscal cliff," high domestic and foreign debt, and other challenges. Retiring baby boomers should look beyond bonds and consider higher-yielding investments such as infrastructure and emerging-market debt, says Michael Abelson of Genworth Financial Wealth Management. The Wall Street Journal (11/12) LinkedInFacebookTwitterEmail this Story
  • Wealthy U.S. investors accelerate asset sales
    Many high-net-worth individuals are selling assets amid fears of a substantial increase in the capital-gains tax on Jan. 1, wealth advisers say. Their selling is expected to have a disproportionate effect on U.S. financial markets because America's richest 1% control more than half of U.S. stocks. CNBC (11/12) LinkedInFacebookTwitterEmail this Story
  • Measuring the impact of financial planning on retirement income
    A Morningstar research paper concludes that retirees can boost their income by 29% if they employ effective financial-planning strategies, Michael Kitces writes. The paper examines the income impact of five strategies, including "total wealth asset allocation" and "dynamic withdrawal." The paper also found that advisers charging a 1% annual management fee "have a huge net positive effect on generating retirement income," Kitces writes. Nerd's Eye View blog (11/12) LinkedInFacebookTwitterEmail this Story
  • Other News
The Key To Positive Cash Flow
Every business is cyclical with cash flow ups and downs. The key is to find a way to keep the cash coming in as predictably as possible. Seem impossible? Well it's not. There are systems and processes that make it easier to collect the cash you've earned so your small business can grow. Learn how these small-business owners set up their businesses for success.

  Financial Literacy 
  • Opinion: Make banks pay for financial education
    Banks have been mired in scandals that include excessive fees, tax evasion and manipulation of the London Interbank Offered Rate. John Pelletier of the Center for Financial Literacy at Champlain College offers an idea he takes from the massive tobacco settlement of the 1990s: Make banks convicted of wrongdoing pay to set up financial-literacy training for the public. MarketWatch (11/12) 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 
The IDC Market Spotlight on Network Automation and Agility
The arrival of virtualization, cloud computing, and mobility has strained data center networks—and IT staff—like never before. This Market Spotlight explains how data center network fabrics provide a foundation for automated provisioning, configuration, and management of network-based services in a new era of IT agility. Download now.

The one permanent emotion of the inferior man is fear -- fear of the unknown, the complex, the inexplicable. What he wants above everything else is safety."
--H.L. Mencken,
American journalist and essayist

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