15 Tips To Help Your Clients Save Money

Many wealth people are quite good at watching their spending and looking for bargains. (By Bryce Sanders)

Why Long-Term-Care Insurance Falls Short for So Many 

Gaps in coverage and soaring premiums require many children to open their wallets and homes to parents who've paid for policies for decades.

My Clients’ Kids Are Financially Clueless

Educating their offspring with these seven tips can also help your clients sleep better in retirement.

Adult Children Discuss the Trials of Caring for Their Aging Parents

They've faced death threats, have had to dig deep into their pockets and are sacrificing their own retirement.

Should You Give Your Clients a Discount?

Sometimes discounting is a fact of life but it’s important to put some ground rules in place. (By Bryce Sanders)

Anti-Poverty Solutions Exclude Older Americans

A Prudential executive and an anti-poverty activist brainstorm on how to turn back the rising tide of senior poverty.

Is There a Remedy for RMD Confusion?

Financial planners dish on the hot mess created by new Secure Act 2.0 rules for required minimum distributions.

How to Make Longer Lives Better For More People

Ken Dychtwald and BlackRock’s Anne Ackerley were among the experts with ideas that could make a big difference.

Fixing the Broken Retirement System

The percentage of homeless older people in the U.S. has increased dramatically. Experts point to a few major causes.

Hiring a Diverse Workplace Is Not Enough

Speakers at the recent CFP Board Diversity Summit shared what it takes to retain good, diverse talent.

Latest News

Black Swan Fears Drive Caution, Plus 60/40 Three-Decade Performance

VIX sees record trading as looming economic and geopolitical risks keep investors cautious about a potential return of volatility.

Carson Group: Still Too Few Women in Wealth Management

Its latest report confirms the industry has made little progress in gender diversity despite a lot of talk.

Supreme Court Seems Wary of SEC’s In-House Tribunals Without Juries

The Supreme Court discussed a case involving a hedge fund manager in which the SEC brought a civil enforcement proceeding that charged he mislead investors.

Annuity Sales Continue March Upward

Annuity sales are set to have another record-breaking year, based on results in the third quarter.

Humana, Cigna in Talks to Merge

A deal would give Cigna a much greater foothold in the fast-growing market for managing federal Medicare plans for older Americans.

Aretha Franklin’s Sons Awarded Late Singer’s Real Estate

They now own the late singer's real estate after a judge ruled that a handwritten will found hidden in her sofa was the correct document.

The Wit and Wisdom of the Late Charlie Munger

Charlie Munger, Warren Buffett's deputy who helped transform Berkshire Hathaway into a conglomerate, will be remembered, in part, for comments like these.