Inflation measures have either been flat or trended downward recently, but advisers and investors shouldn’t assume it’s a nonissue for long-term portfolio performance, Rusty Vanneman writes. InvestmentNews (11/20)
Maintaining quality of life is the top reason cited by members of Generation X and baby boom for why they’re not saving more for retirement, a Charles Schwab survey says. PlanAdviser.com (11/20)
Leaders of states that expanded Medicaid eligibility under the Affordable Care Act have shown little willingness to roll back the expansion, even where political opposition to the law is strong. The Washington Post (tiered subscription model) (11/6)
The Securities and Exchange Commission has issued a risk alert that says financial advisers will be held accountable for deficient outsourced compliance functions. The SEC said it had found in about 20 examinations of advisory firms that the third-party compliance firm didn’t communicate regularly with advisers’ principals, didn’t have access…
Some financial advisers say they’re eschewing the traditional allocation of 60% stocks and 40% bonds. “Those were not terribly bad rules a generation ago, but they’re now not just outdated but downright dangerous,” said Scott Puritz of Rebalance IRA. USA Today (11/9)
The proportion of US adults who say they are “very” concerned about their financial security in retirement is 42.3%, a Robert Morris University poll indicates. About 20% of those already retired said they had saved sufficiently. PlanAdviser.com (11/9)
What gifts resonate with successful investors, who tend to have everything they need? Sheyna Steiner writes that they enjoy gifts that reflect their passions, and offers some suggestions. U.S. News & World Report (11/13)
Advisers should adjust their services and advice to meet the needs of millennial investors, whose approach to finance is markedly different from their elders, Michael Conway writes. InvestmentNews (11/13)
Many Medicare recipients will be confronted by higher premiums in 2016. Katy Votava, a consultant who works with financial advisers on health care coverage, explains the steps advisers can take to help clients minimize the effect of higher Medicare costs. InvestmentNews (11/13)
A great way to be successful at sales is to win referrals, Joanne Black writes. “It’s time to make referrals the way you sell. Stop the time-wasting, irrelevant, unproductive, frustrating prospecting activities you think you should be doing,” Black writes. LifeHealthPro (11/13)
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