Videos

How AI Will Revolutionize Advisor Marketing and Service

AI will make it possible to serve many more clients with individually personalized interactions that address their specific concerns.

00:01:59

Have You Committed a Workplace Gaffe?

Discover practical tips to handle workplace errors and turn them into valuable learning experiences for your career.

00:01:44

Rethinking65: 8 Tasks & Strategies to Avoid A Disastrous Cruise Vacation

Share this video with clients to help them master their cruise vacation using eight essential strategies.

00:01:42

Cinderella and Sequence Risk

An advisor shares a modern version of Cinderella that offers valuable insight on sequence of return risk.

00:01:25

How Much Help Should Parents Give Adult Children?

A recent survey by Savings.com found that nearly half of U.S. parents with a child over 18 are providing some or all of the child’s financial support.

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Best Countries for American Expatriates

The U.S. Citizens Retirement Trends Study has ranked 16 countries as top destinations for American retirees based on criteria such as quality of life, ease of integration, community acceptance, security, and economic conditions.

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Middle-Aged Americans Are Underprepared for Retirement

Study finds that people in the United States who are approaching retirement age may be critically underprepared when it comes to their savings.

00:02:18

Investors Should Be Focused On U.S. Debt

Adam Phillips at EP Wealth Advisors talks about how U.S. budget deficit impacts bond portfolios as well as favors short-term bonds amid fiscal concerns and potential credit downgrades.

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Report Shows U.S. Women Have Just 1/3 Of Men’s Savings

Women in the U.S. have saved just a third of the amount that men have set aside for retirement, setting up a potential crisis among female retirees.

00:01:30

Housing Prices Rising Fastest in These 5 Cities

A new report shows home prices have been rising fastest in these five cities.

Latest News

Seniors Outnumber Children in 11 States and Almost Half of Counties

There are still more kids than older adults, but that difference is shrinking as more boomers hit 65.

BlackRock Aims to Tap Into Texas Reputation

BlackRock launches an ETF to tap into Texas's growing reputation as a magnet for companies, capital and jobs in the United States.

1 in 3 Baby Boomers Vow to Never Sell Their Home

The reluctance of older homeowners to sell makes it more difficult for younger generations to find a home.

That Unexpected Call From Your Doctor’s Office Could Be a ‘Spoofing’ Scam

Scammers can and do fool caller ID systems to trick seniors and steal their personal information.

RIA Firm’s Rethink of Retirement Investing a Finalist for Research Award

Dunham & Associates whitepaper offers a new approach tailored to increasing life expectancies.

Two Investment Banks Want Out of 20-year-old Settlement

The $1.5 billion settlement with 12 investment banks addressed a scandal over analysts issuing positive research to win business.

Allworth Financial Acquires Two Midwestern Firms

The partnership with Salzinger Sheaff Brock and Sheaff Brock increases Allworth’s AUM and AUA to over $30B