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Longevity
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Search
Eleanor O'Sullivan
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Santa Fe Offers Retirees Culture and Sunshine
Practice Management
Advisors’ Favorite Books on the Second Half of Life
Featured
Seattle is a Pricey Place to Retire — But Offers Ample Rewards
Work Life
Midlife Crisis Drove This Theologian to a Career in Financial Planning
Practice Management
It’s Still a Buy-and-Hold World for Vanguard’s Former Chairman
Longevity
Retirees Expect More Than Investment Advice, Says Edward Jones Study
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74-Year-Old Scuba-Diving Advisor has No Plans to Retire
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Professional Musicians an ‘Accidental Niche’ for This Trombonist CFP
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As Texas Targets Flood Scammers, SEC Offers Tips to Avoid Being Duped
Scammers seek to fleece disaster victims and those who want to help, officials warn.
Retirement Dreams Delayed, Altered or Canceled for 40% of Pre-Retirees
Many no longer have faith in traditional rules of thumb of retirement planning, a Nationwide survey reveals.
From Sports Greats to Pop Icons, Some Celebs Reap Huge Returns
A new analysis by BrokerChooser ranks the world's most successful celebrity investors.
Tariff Volatility Drives Investors to Actively Managed Funds
Analysts say active managers focused on three factors may lead them to outperform the broader market in the months ahead.
Georgia Ponzi Scheme Duped 300 Investors Out of $140M, SEC Alleges
First Liberty Building & Loan started by making bridge loans to businesses but switched to a scam, investigators say.
The One Big Beautiful Bill Offers Opportunities for Advisors, Investors
Financial advisors need to understand these changes to serve their wealthy clients properly.
Being ‘Wealthy’ Harder to Achieve Since 2021
Inflation and soaring costs have raised the amount Americans think it takes to be wealthy. And the number varies by generation.
