News Roundup for Week of Aug. 30

31st Aug 2017

financial advisors are reading newspapers

Discussing Retirement Planning Options with Your Small Business Clients

According to research by the Pew Charitable Trusts, just over half of the small and midsized businesses surveyed offer a retirement plan. While there are a number of reasons small businesses don’t offer retirement benefits, making them available is a smart idea that’s good for both owners and employees. Accountants and financial advisors can help small business clients understand the value of 401(k) plans and how they contribute to business success.

Via Accounting Today

Cash Balance Plans Surge While 401k Growth ‘Flat’

The number of new cash balance plans increased 17% percent compared with just 3% growth in new 401(k) plans, surpassing industry projections of 12% to 15% growth thanks to more small businesses.

Via 401kspecialist.com

Top Five Reasons Advisors Blow a Sale

The challenge facing financial advisors is that the affluent are extremely discriminating, highly skeptical and don’t have much regard for salespeople.  Here are five reasons advisors blow a sale.

Via Wealthmanagement.com

How the Top 1% Keeps Getting Richer

There’s one big reason why the rich still come out ahead. Instead of stocks, the middle class puts a large share of its wealth into residential real estate — houses tend to earn lower returns than stocks.

Via Bloomberg

Five Trends That Will Upend Wealth Management in the Next Decade – and How to Profit From Them

Here are five megatrends that will remake the wealth management industry in the next decade and what advisors can do to take advantage of the opportunity.

Via Wealth Advisor

Dedicated DB@ DedicatedDB

34-year-old self-made millionaire says budget holds you back from saving money via @CNBC #selfmadehttps://t.co/81Y9H8lWZj

1:02 AM 23 February 2019

Dedicated DB@ DedicatedDB

6 ways advisors can protect themselves and clients from tax scams via @wealthmanagement #advisors #taxes https://t.co/KQWEgCmwQp

11:15 PM 22 February 2019

Dedicated DB@ DedicatedDB

More physicians are working as tele-doctors, earning high income and opening defined benefit plans to reduce taxes https://t.co/Ee3LLYjUrY

10:45 PM 22 February 2019

Dedicated DB@ DedicatedDB

Here’s what wealthy families need to know about the new tax law via @FAMagazine #taxlaw #taxreform #TCJA https://t.co/4cGvlClpzN

9:39 PM 22 February 2019

Dedicated DB@ DedicatedDB

How 199A deduction has changed retirement planning for small business owners via @forbes @retirementriskshttps://t.co/hHNmgMCxUh

10:28 PM 21 February 2019

Dedicated DB@ DedicatedDB

Tech giants Google and Amazon are looking to capture financial services via @finplan #wealthmanagementhttps://t.co/5Yx83zzAiT

9:30 PM 21 February 2019

Estimate contribution and deduction with our DB calculator Try it now

Send this to a friend