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

Why do people fail with their personal finance? They need to change their behavior https://t.co/MhiVy0ypP2

4:41 PM 5 December 2018

Dedicated DB@ DedicatedDB

Learn how more doctors are working telecommute -- and earning side income, opening defined benefit plans https://t.co/f61djwU6el #retirement

11:21 PM 3 December 2018

Dedicated DB@ DedicatedDB

The latest Secrets of the Self-made! https://t.co/b3I1DCOZjE Thanks to @Tees_Business @vandrewattycpa @BIConline #smallbusiness #smallbiz

8:35 PM 3 December 2018

Dedicated DB@ DedicatedDB

What George H.W. Bush Leaves Behind (And Who Steps Up To Inherit) https://t.co/ftbUgz9z6O

6:38 PM 3 December 2018

Dedicated DB@ DedicatedDB

Advantages of Defined Benefit Plans for Board Directors https://t.co/4rF13gJZkA https://t.co/y1vsGE9Cat

4:33 PM 30 November 2018

Dedicated DB@ DedicatedDB

Have questions about cash balance plans? Get your free cash balance resource kit https://t.co/saniHgxnLb #retirement

11:21 PM 29 November 2018

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