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November 13, 2012
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Financial and wealth management news for the retirement community

  Top News 
Get Creative: 10 Ways to Think Outside the Box
No matter your business, smart solutions come from out-of-the-box thinking. We all know creativity is king, but are you doing all you can to inspire and encourage creativity in your staff? Read the article and learn 10 ways to inspire creativity at your office.

  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
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.

  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
How SDN Makes Campus Networks Better
When should agencies adopt SDN? IDC reports that SDN provides immediate benefits for government campus networks, including modernized IT infrastructures that are more agile, cost-effective, and collaborative.
Read this new IDC paper to learn more.

  On the Economy 
  Building Your Practice 
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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