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November 8, 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 
  • Obama's win lets some solidify tax strategies
    Questions remain about how U.S. tax law will look Jan. 1, but some financial advisers are recommending that wealthy clients take income and exercise stock options this year, rather than risk higher taxes next year. President Barack Obama's re-election clarifies the direction of tax policy, advisers say, but some will wait before making recommendations. Bloomberg (11/8), The Wall Street Journal (11/7) LinkedInFacebookTwitterEmail this Story
  • The advisory industry's take on Obama's second term
    Advisers are hoping President Barack Obama makes addressing the "fiscal cliff" a priority, and they also are concerned about how the definition of "fiduciary duty" may be widened. "Clients and their independent financial advisers and financial services firms need a healthier, more business friendly regulatory environment. The next 13 months are critical for our members," said Dale Brown, CEO of the Financial Services Institute. Financial Advisor online (11/7) LinkedInFacebookTwitterEmail this Story
  • Other News
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 
  • Roth conversions take on new urgency
    Tax rates may rise next year, and for many investors, that means the time is now for converting a regular IRA to a Roth. Either the conversion must take place before Jan. 1 or investors can set up a series of conversions to avoid the worst of a tax hit, the article notes. (11/7) LinkedInFacebookTwitterEmail this Story
  • Other News
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 
  • Financial advisers worry about clients' equity fear
    Many investors are missing out on the soaring stock market because they are afraid of equities, leaving financial advisers wondering whether they have an obligation to persuade clients to give equities another look. Investors are still pulling money out of equity mutual funds, even with the Standard & Poor's 500 index and the Dow Jones industrial average close to where they stood at the end of 2007. Reuters (11/6) LinkedInFacebookTwitterEmail this Story
  • Financial security needs to cross ethnic lines, experts say
    Advisers need to reach across racial, ethnic and cultural lines to serve an increasingly diverse world of potential clients, says Laura Sonderup of Hispanidad, who spoke at a Financial Planning Association conference. "The demand for financial security is colorblind," she said. AdvisorOne (11/4) LinkedInFacebookTwitterEmail this Story
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People always call it luck when you've acted more sensibly than they have."
--Anne Tyler,
American novelist

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