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

  Top News 
  • Report: Stable-value funds remain popular in retirement plans
    A New York Life Retirement Plan Services report has found that half of the firm's retirement clients used stable-value funds in their 401(k) portfolios. The funds' popularity continues despite the fact that more funds are guaranteeing smaller portions of the principal, or none of the principal in some cases. AdvisorOne (4/12) LinkedInFacebookTwitterEmail this Story
  Industry Update 
  • SEC advisory panel's focus could include target-date funds
    The Securities and Exchange Commission has created an investor advisory committee to advise the agency on regulatory matters, though the 21-member panel doesn't yet have a chairman or meeting schedule. Committee member Steven Wallman said target-date funds could be among the panel's priorities, because when policymakers "help cajole or suggest that people default [into] them, that becomes a really important issue." InvestmentNews (free registration) (4/11) LinkedInFacebookTwitterEmail this Story
  • Commentary: Tips for protecting retirement benefits in a divorce
    Dividing up retirement assets is a key strategy that can be overlooked or mishandled in divorce proceedings, lawyer Emily McBurney writes. For most qualified retirement plans, parties must seek a special court order to allow benefits to go to someone other than the employee. One potentially costly mistake happens when parties seek this order for retirement plans that cannot be divided, McBurney writes. The Huffington Post (4/12) LinkedInFacebookTwitterEmail this Story
  • Rep. Bachus plans to revise bill on financial-adviser regulation
    A revised bill placing financial advisers under the supervision of a self-regulatory organization is expected next week from Rep. Spencer Bachus, R-Ala., chairman of the House Financial Services Committee. The bill could be "significantly different" from a discussion draft circulated by Bachus, said Duane Thompson, senior policy analyst at fi360, an investment-education consultancy. AdvisorOne (4/12) LinkedInFacebookTwitterEmail this Story
  • Other News
  Financial Literacy 
  • High-tech tools that can streamline your finances
    Several digital tools offer consumers help tracking receipts, managing bills and keeping up with discount cards. The organizational software and mobile applications can help cut down on the average half hour that Brother International estimates people spend each week hunting for paper documents. Reuters (4/13) LinkedInFacebookTwitterEmail this Story
  On the Economy 
  • Mortgage relief would revitalize U.S. economy, IMF's Lagarde says
    Christine Lagarde, managing director of the International Monetary Fund, says the U.S. should reduce homeowners' mortgage debt to stimulate America's economy and spur growth throughout the industrialized world. The debt relief should be focused on loans held by the government-backed mortgage finance firms Fannie Mae and Freddie Mac, she said. The Washington Post (4/12) LinkedInFacebookTwitterEmail this Story
  Building Your Practice 
  • How to help clients reduce financial help for adult children
    Advisers can help their clients reduce financial assistance to adult children, writes Kevin McKinley of McKinley Money. "If you have clients stretched between supporting their older youngsters and saving for retirement, you can delicately help the parents nudge, shove, and kick the offspring out of the proverbial nest," McKinley writes. Advisers can show the clients the cost of "subsidizing" children's expenses, direct them to rein in higher-education costs and help create a plan to gradually reduce the money they provide, he writes. Registered Rep. (4/10) LinkedInFacebookTwitterEmail this Story
Correction does much, but encouragement does more."
--Johann Wolfgang von Goethe,
German writer and scientist

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