Wednesday, July 28, 2021


Seller’s Housing Market Has Clients Age 50-Plus Weighing Options

Four advisors discuss multiple factors affecting client decisions on whether to sell their homes.

Become Your Client’s Longevity Manager

As your clients near retirement, expand your centers of influence so you can provide more than financial advice. (By Mike Lynch)

Financial Scammers Snare Millions of Unsuspecting Seniors

Senators and financial advisors step up scam-protection efforts.

Bill-Paying and Budgeting Services Protect Clients From Abuse

Daily money managers help clients with dementia manage financial affairs. (By Paula Canaday-Daeke)

At 83, This Coach to Financial Advisors Shares Perspective, Wisdom and Motivation

Reading, writing, thinking, listening and 150 crunches a day are just part of his weekday routine, he says.

13 Life Lessons For Our Readers

From family to career and global issues, this coach/consultant for financial advisors covers all bases with wisdom and wit.

AI’s Potential Disruption to Retirement Planning

How are you preparing clients for an average 100-year lifespan that artificial intelligence may bring? (By Christopher C. Giambrone)

Clients May Need Five Years of LTC Care, Says Federal Study

It projects that’s the average time people needing help will get care — and it won’t come cheap.

Living the Remainder of ‘Your Dash’

Add value by helping clients figure out what they want to see in the chapters that lay front of them. (By Lee Baker)

Retirees Expect More Than Investment Advice, Says Edward Jones Study

They want advisors to consider at least four elements they believe are important for a successful retirement.

Latest News

Advisors Warm Up To Annuities

A new survey suggests that a growing number of financial advisors will consider annuities that are low cost and less complex.

Private Foundations Increase Giving During Pandemic

A new report shows an uptick in grantmaking during a year marked by COVID-19 and racial justice issues.

RBC Wealth Management-U.S. Appoints Culture Executive

RBC has named Shareen Luze, a 15-year veteran of the firm, as Head of Culture and Field Experience.

Americans Aren’t Getting Enough Social Security Advice

Many financial professionals aren’t advising clients on the best time to file for benefits, a Nationwide survey says.