Advisor Toolbox

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)

‘Prolonged Grief Disorder’ Impacts 3 Million Older Adults

PGD is not depression and it can be overcome, said panelists who shared strategies at a recent symposium.

Small-Business Owners Misunderstand Retirement Plans

Build your business by helping them realize the savings and tax benefits of 401(k), profit-sharing and cash-balance pension plans. (By Leonard Wright)

FSI Continues to Challenge DOL on Independent Contractor Rule

The trade group pledges to defend advisors’ independent contractor status as DOL appeals judge’s decision that rule must stick.

How and Why an RIA Added a Retirement Coach

The financial advisory industry has neglected the mental health side of retirement for far too long, says this RIA.

Dychtwald: 5 Habits of Successful Retirees

Adapting them can help “regretful strugglers,” identified by his new study as the largest group of retirees.

Independent Networks Benefit Older Advisors

They can be less concerned with business operations, plan for succession and spend more time with clients. (By Alex Reffett)

Flying Coach is Fine — Once You Build Your Bubble

Cost-conscious travelers who dress well and plan ahead can avoid the headaches that plague the masses, says our columnist.(By Bryce Sanders)

Cancer Diagnosis Gives Advisor Perspective  

He’s been instrumental in helping other cancer patients with financial planning.

Are You Creating Retirement Plans by Design or by Default?

Every client deserves a plan tailored specifically for their individual needs. Here’s how to do it. (By Beau Henderson)

Latest News

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.

Bitcoin Pizza? Liquidity Lounge?

Crypto executives are at the Davos gathering seeking to encourage faster adoption of the technology, despite the crypto crash earlier in May.

FSI Continues to Challenge DOL on Independent Contractor Rule

The trade group pledges to defend advisors’ independent contractor status as DOL appeals judge’s decision that rule must stick.

Venture Capitalist Gives Stanford $1.1 Billion for Climate Change School

Stanford University is getting $1.1 billion, its largest gift ever, for a new climate change school.

New Medicare Enrollees May Get Faster Coverage

A proposed rule would eliminate delays faced by people who enroll in months after their 65th birthday.

U.S. Life-Expectancy Drop Exceeds Other High-Income Countries

But it's not just Covid causing a growing gap in life expectancy between the U.S. and other countries.