Topic highlights

Rethinking65 Announced as Official Media Partner for SHIFT Conference 2024

The conference is renowned for its focus on holistic, human-first financial advice and is a pivotal gathering for industry professionals.

Outsourcing Investment Management to Elevate Your Business

Outsourcing investment management may help you save time. Ask yourself these questions to determine if it's a good move for you.

Change With the Times or be Left Behind — Here’s How

Advisors need to develop ways to be more consultative with clients and lessen their financial stress.

Patients See First Savings From Biden’s Drug Price Push

Pharma is lining up its lawyers as savings — in the tens of thousands for some patients — kick in from reforms.

New Study Underscores Importance of Retirement Advice

Older Americans with advisors scored higher but still failed a basic retirement quiz from The American College of Financial Services. (By Steve Parrish)

18 Ways to Help Older Clients Survive Winter

Winter blues can linger even as spring approaches, but there are many ways to beat them — and it doesn’t have to be pricey. (By Bryce Sanders)

California’s Expanded Non-Compete Ban Has National Reach

Firms in and out of state can no longer enter into or enforce non-compete agreements with California employees.

The Colonoscopies Were Free. But the ‘Surgical Trays’ Came With $600 Price Tags

Under the Affordable Care Act, preventive services — including routine colonoscopies and mammograms — are available at zero cost to patients.

The Business Owners Who Need Your Help to Survive

Boning up on hospitality-industry challenges can help you better serve clients and prospects in this profit-challenged space.

How to Help Clients Sleep Better

Seniors are becoming increasingly jittery about affording longer retirements in volatile markets.

America’s Health System Isn’t Ready for the Surge of Seniors With Disabilities

Many doctors are unaware of their responsibilities under the Americans with Disabilities Act. A proposed rule could change that.

Nonprofit Frustration: 12 Ways to Help Clients Overcome It

Retirees who enter the nonprofit world can often use some tips to improve their experience motivating volunteers. (By Bryce Sanders)

Latest News

More Retirees are ‘Unretiring,’ Survey Reveals

Advisors say near-retirees and retirees are much less prepared for retirement than they think they are, according to Allspring.

Advisors Dabbling in DC Market Seek Greater Support: Cerulli

Providing them with tools, education and guidance would help them grow their retirement-plan businesses, says Cerulli Associates.

Executives Traveling on Corporate Jets Face IRS Scrutiny

Do you have executive clients who might be using a corporate jet for personal use? Tell them the IRS has announced a crackdown.

U.S. Solo Renters Age 50+ Way Up

The number living alone rose by more than half a million, but there’s been a growing trend of older people living with roommates.

SEC Settles Charges Against Former Advisor

The former advisor, Andrew Komarow, was known in the industry for working with special needs families and neurodivergent clients.

SEC Fines TIAA Unit $2.2M for Violating Reg BI

The SEC said a TIAA broker-dealer charged some retail customers too much to invest in mutual-fund choices in an IRA.