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

  Top News 
 
Avoid the 3 Data Hazards of Enterprise Risk
How do you navigate and manage enterprise risk with data? We asked global finance leaders to weigh in. The result is an in-depth look at the top risk trends impacting finance leaders. Download the complete global study.
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  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
Understand Your Leadership Style
Good bosses appreciate the pros and cons of two distinct leadership styles. Learn more from research by Kellogg School of Management Professor Jon Maner.
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  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
  On the Economy 
  Building Your Practice 
  SmartQuote 
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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