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Lifestyle
When It Is Time for Clients to Stop Driving?
The driving habits of older people have been a source of humor for many years. Perhaps you have seen the greeting card with the...
Sick of Your Blue State? These Real Estate Agents Have Just the Place for You.
Conservative Move, a company that helps conservatives migrate to solidly red places, is doing booming business in South Carolina.
I’ve Become a Southeast Asian Snowbird
Countries like Vietnam, Cambodia and Laos offer unrivaled sights, amenities and adventures for the older traveler. (By Deborah L. Jacobs)
Standby Cruising: A New Option for Bargain Seekers
Holland America has introduced a cut-rate standby program to compensate for cancellations, but no other lines are following suit.
The Wisdom of the Multigenerational Cruise
Advisors can facilitate family togetherness by helping their clients arrange a get-together aboard a cruise ship. (By Bryce Sanders)
What’s a Bowlus? Your Wealthy Clients Know
Bowlus shows that rich people really are different, at least when it comes to spending habits.
These Skiers Are Still Chasing Powder in Their 80s and 90s
Some inevitable effects of aging increase the risk of ski injuries. But that’s not to say older skiers get hurt more often.
Travel Advisers: When to Let a Professional Plan Your Trip
They can add a lot of value if your clients are planning multicity trips, traveling with a group or looking for a very specific adventure.
Over 60, Single and Never Happier
“People in their 60s and beyond who are single and flourishing is an untold story,” says a social scientist.
When Age Is Irrelevant
Observations on age and aging from Lyn Slater, a woman who became an icon after becoming an influencer later in life.
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Raymond James Welcomes Tampa, Fla., Financial Advisor With $125M
Sloane Fox and her practice, Sloane Financial Planning in Tampa, Fla., previously were affiliated with Merrill Lynch.
U.S. Annuity Sales Hit First Quarter Record of $113.5B, up 21%
Fixed-rate deferred annuities dominated in the first quarter with $48 billion in sales, 42% of the total annuity market.
Business Groups Sue FTC to Stop Noncompete Ban
The suit called the ban “a vast overhaul of the national economy, and applies to a host of contracts that could not harm competition in any way.”
FTC Issues Ban on Worker Noncompete Clauses
The Federal Trade Commission says employers can no longer, in most cases, stop their employees from going to work for rival companies.
Inspire Investing’s newest faith-based ETF surpasses $100M AUM in 11 days
The new Inspire 500 ETF offers access to U.S. large cap, “biblically screened companies” at the lowest price point available.
Biden Rule Grants Overtime Pay to 4 Million Workers
The new Biden rule goes even further to extend overtime pay than an Obama-era rule that was struck down in court.
Retirement Advisors Must Act as Fiduciaries Under Final DOL Rule
Starting Sept. 23, investment professionals who offer services as trusted advisers will be required to act as fiduciaries.