Topic highlights

Advisor Toolbox

Pandemic Continues to Disrupt Cancer Screenings  

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

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)
Longevity

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.
Advisor Toolbox

Six Best Practices to Leverage Digital Tools

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

Women Face Unique Financial Challenges

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

What Will You Do When Your Clients Get Dementia?

When dementia strikes, advisors can help protect clients without prematurely robbing them of their independence.
Insurance

Despite First ‘Right-to-Repair’ Law, No Easy Fix for Wheelchair Users

Medicare and private equity firms who dominate the power-wheelchair market make getting maintenance and repairs difficult.
Money

The Only Way to Help Clients Enjoy Retirement

Generic number-crunching won’t calm clients’ concerns and could ruin their retirement. Here’s the process you need.
Money

Post-Secondary Planning Isn’t Just for College

Clients can also use guidance when their children or grandchildren are contemplating trade school or an apprenticeship.(By John Gehri)

Latest News

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.

Routine Kidney Screening Considered

Kidney experts estimates that 37 million people in the United States have kidney disease, but around 90% do not know they have it.

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