Highlights

Hearing Aids Don’t Have to Be So Frustrating

If your clients are among the 71% of older adults with hearing loss who fail to wear them, they may not know all their options.

How to Save Clients from Blowing Up Their Retirement

Advisors need to be aware of these 12 retirement hazards clients can bring upon themselves. (By Bryce Sanders)

America Worries About Health Costs — and Voters Want Answers

Healthcare tops the list of basic expenses worrying Americans, but neither Biden nor Trump are basing their campaigns on healthcare promises.

Hacking at UnitedHealth Unit Cripples a Swath of the U.S. Health System

A ransomware-stricken hospital saw nearly a 21% rise in mortality and cyberattacks are also causing other problems for patients.

5 Steps to Safeguard Your Client’s Estate

An estate-planning attorney discusses how to avoid probate, reduce taxes and protect assets from nursing homes.

How I’m Solving My Practice’s Capacity Issue

I was looking to create a clone of myself and my daughter was looking for a new career. Now we’ve teamed up, carefully. (By Bridget Grimes)

‘Sandwich’ Clients Need a Problem-Solver

Advisors can build trust by helping clients and their parents navigate the inevitable choices that come with getting older. (By Bryce Sanders)

In Fight Over Medicare Payments, the Hospital Lobby Shows Its Strength

It argues legislation aimed to cut hospitals' Medicare payments, putting it on par with what other facilities get, disregards patient safety.

Could You and Your Clients Win the Super Bowl?

We must always guide clients with a well laid-out holistic strategy, even if their asset-accumulation season has ended. (By Ilene Slatko)

Childhood Dreams Can Inspire Clients’ Grown-Up Goals

Encouraging clients to dream about what they want to do with their money is as important as helping them save it.

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SEC Charges Investment Advisors for Overstating Use of AI

The two firms will pay $400,000 in total civil penalties for false marketing and the SEC is on the lookout for more offenders.

JPMorgan Fined $348 Million for Lapses in Trade Monitoring

The bank had failed to account for “billions of instances of trading activity” on as many as 30 different platforms, regulators said.

Top-Heavy Market Doesn’t Mean Steep Correction. Here’s Why

It's been 100 years since the market has been this top heavy, giving rise to understandable fears. History suggest those fears are overdone.

Judge: Minority-Business Agency Can’t Consider Race

A federal judge in Texas has barred a government agency from using race to reject entrepreneurs looking for assistance.

IRS Alert: Weight-Loss Food Is Typically Not a Medical Expense

Companies are falsely claiming that FSAs and HSAs cover or reimburse general health and wellness expenses.

Annuities Continue March Upward

Annuities saw an impressive boom in 2023, with sales reaching a new all-time high, LIMRA announced.

Financial Discipline Among Americans Sliding, Study Shows

People are doing less planning and feeling more financially insecure, Northwestern Mutual's latest research finds.