Topic highlights

The Many Faces of QQQ

Since its game-changing launch in 1999, the QQQ spawned many other ETFs, but are they as good for clients interested in tech stocks?

Two Wise Women Share Their Planning Know-How

Marjorie Fox and Eleanor Blayney offer a personal and enlightening perspective on lifestyle and financial planning for women.

Pandemic Continues to Disrupt Cancer Screenings  

The likelihood of developing cancer increases greatly with age. The best treatment is prevention.

Seven Things Your Airbnb Host Won’t Tell You

Although these problems surfaced in Europe, the tips are also helpful for stateside rentals.

How To Minimize Financial Frustration of Surviving Spouses

“Death is inevitable, so why not plan for it?” says our columnist on the eve of International Widows' Day.  (Vy Beau Henderson)

Which Business Retirement Plan is Best?

It depends — which makes it even more critical to help clients understand and weigh the options. (By Marguerita Cheng)

Paul McCartney at 80: What We Can Learn

The former Beatle is rocking in a new decade with purpose and a healthy perspective on aging that advisors and clients can aspire to.

Six Best Practices to Leverage Digital Tools

Digital tools, which got a workout during the pandemic, can also be personalized for older clients.

Women Face Unique Financial Challenges

Advisors should strive to provide empowering and approachable financial advice to their female clients.

Latest News

Government Watchdogs Attack Medicare Advantage

Witnesses cited audits and other reports that show these increasingly popular private plans deny care and overcharge.

Self-Driving Cars Won’t Arrive Soon In Clients’ Neighborhoods

The journey toward autonomous or self-driving consumer cars has arguably come to a screeching halt.

BofA: More Pain Likely for Equities Despite Rout

"Capitulation has been in credit and crypto, not stocks," BofA Securities analysts said. "This is why we worry equity lows (are) not yet in."

UBS: Richest Families Invest in Private Equity Amid Volatile Markets

The report is widely watched by the investment community as it shines a light into the investing habits of these billionaire investors.

Dimon Says Brace for U.S. Economic ‘Hurricane’ Due to Inflation

“We just don't know if it's a minor one or Superstorm Sandy," Jamie Dimon told attendees at a recent banking conference.

Advisor Prospects Should Be More Numerous Based on U.S. Data

U.S. households reported their highest level of financial well-being since tracking began, a Federal Reserve report released in May showed.