Search results for: "thought leaders in longevity"

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Prepare for ‘The Great Age Reboot’

Wharton’s Peter Linneman on how longevity is “the greatest disruptor ever” — and why it’s essential. (By Bradley Jenson)

What the Second Half of Life Should Be

“Modern elder” Chip Conley, a former Airbnb exec, teaches advisors later-in-life lessons. (By Bradley Jenson)

Longevity Advising Proves to Be a ‘Blue Ocean Strategy’

Inspiring clients to envision healthy, happy lives as future centenarians is good for advisors too, says this longevity thought leader. (By Brad Jenson)

Latest news

Raymond James Welcomes Tampa, Fla., Financial Advisor With $125M

Sloane Fox and her practice, Sloane Financial Planning in Tampa, Fla., previously were affiliated with Merrill Lynch.

U.S. Annuity Sales Hit First Quarter Record of $113.5B, up 21%

Fixed-rate deferred annuities dominated in the first quarter with $48 billion in sales, 42% of the total annuity market.

Business Groups Sue FTC to Stop Noncompete Ban

The suit called the ban “a vast overhaul of the national economy, and applies to a host of contracts that could not harm competition in any way.”

When It Is Time for Clients to Stop Driving?

The driving habits of older people have been a source of humor for many years. Perhaps you have seen the greeting card with the...

Healthcare Estimates Can Send a Financial Plan Off the Tracks

To accurately and confidently plan for retirement, a client’s health needs, preferences, goals and location must be considered.