Longevity

Collectors Clamor for Rare Queen Elizabeth Coins and Notes

Prices are already rising dramatically for coins featuring Queen Elizabeth's likeness and certain limited edition coins are in high demand.

As State Institutions Close, Families of Longtime Residents Face Agonizing Choices

They're worried about safety and loss of community for loved ones with developmental, intellectual and physical disabilities.

Sheryl Garrett Prepares for Life’s Perils

The founder of the Garrett Planning Network isn’t a fatalist. She’s a realist who doesn’t want to see anyone’s clients blindsided.

Greg O’Brien Refuses to Hide From Alzheimer’s Disease

The journalist is trying to “take away the stigma and bring Alzheimer's and dementia out of the closet," he says.

First Woman SEC Commissioner Discusses Work, Retirement and Life

Roberta Karmel enforced, practiced and taught securities law for 60 years. She’s still helping advisors get it right.
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Longevity Means New Advisor Playbook, Part 3

The most meaningful, influential time you will have with a client is in the much later years of their life, says advisor Catherine M. Seeber.

Nine Actions to Make Older Clients Happy

Take a little time to make people feel special and well taken care of. They’ll notice and tell others. (By Bryce Sanders)

Widows are Younger Than You Think

The average age of widowhood in the U.S. is just 59, and pre-retirees who are widowed face unique challenges.

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)
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Longevity Means New Advisor Playbook, Part 2

Clients facing a serious illness need advisors who listen and allow them to express their feelings, says advisor Catherine M. Seeber.

Latest News

Louisiana Pulling $794M from BlackRock Funds Over ESG Mandates

In making the announcement, the state treasurer said BlackRock's mandates would cripple Louisiana's energy sector.

Collectors Clamor for Rare Queen Elizabeth Coins and Notes

Prices are already rising dramatically for coins featuring Queen Elizabeth's likeness and certain limited edition coins are in high demand.

15 B-Ds to Pay $1.1 billion for Business Texts on Personal Mobile Devices

The SEC charged the broker-dealer firms with violating recordkeeping provisions of the federal securities laws.

FTC Warns of More ‘Dark Patterns’ on Consumer Websites  

The use of these deceptive design practices is on the rise, says a new FTC report that shows what to watch out for.

Morgan Stanley to Pay $35 million, Settles SEC Charges

The SEC said a Morgan Stanley unit didn't protect customers' personal data. The result? A third party auctioned the information online.

Bridgewater’s Dalio Expects Stocks To Fall 20% If Rates Rise To 4.5%

The founder of one of the world's biggest hedge funds predicts a sharp plunge in stock markets as the Fed raises interest rates.