Topic highlights

Sponsored Content

Six Key Themes Impacting Markets and Economies

From AI to “reglobalization,” explore six key themes MFS experts believe will be critical to successful asset allocations.
Sponsored Content

Outsourcing Investment Management to Elevate Your Business

Outsourcing investment management may help you save time. Ask yourself these questions to determine if it's a good move for you.
Longevity

A Message for Advisors Who Still Undervalue Women

Men can also learn from Maddy Dychtwald’s new book “Ageless Aging: A Woman’s Guide to Increasing Healthspan, Brainspan, and Lifespan."
Toolbox

Stop Blaming the Leads You Can’t Convert

The truth is, maybe they didn’t trust you enough to hire you. Here’s how to avoid that obstacle.
Health

Amgen Plows Ahead With Costly, Highly Toxic Cancer Dosing Despite FDA Challenge

Cancer drug trials are structured to promote high doses, which then become routine patient care.
Longevity

How to Make the Most of Longer Lives

A bestselling author discusses the personal grit and societal supports that are needed — topics covered in his latest book.
Annuities

Help Clients Identify Their ‘Lifestyle Annuity’ First

Different annuities can be suited to your client’s lifestyle, but asking the right questions is key to finding the right investment. (By Dave Buck)
Marketing

Don’t Sound Like a Solar-Panel Salesperson on LinkedIn

Here are three mistakes financial advisors should avoid if they wish to successfully connect with prospects over LinkedIn.
Fixed Income

The Perils of the Fed’s Vast Bond Holdings

The Federal Reserve is trying to sway the economy through quantitative tightening, gradually reducing its mammoth balance sheet.
Toolbox

’Staggering Penalties’ Possible For Financial Firms Because of DOL Rules

There’s less leeway to hire independent contractors and the pay threshold for nonexempt employees is rising.
Caregiving

Budgeting for a Loved One’s Care

Here’s how advisors can help client families better manage the challenges that often accompany advanced age.
Fixed Income

Higher Bond Yields Offers Client Touchpoint

The return of higher yields, Round 2, presents an opportunity to review clients’ asset allocation and risk tolerance. (By Christopher Baccella)

Latest News

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Bluespring Wealth Partners Acquires Scottsdale, Ariz., firm

Led by husband and wife Kevin and Carrie Dick, KDI Wealth Management oversees $750M in client assets and is rated in the top 10 in state by Forbes.

Judge Halts Rule Capping Credit-Card Late Fees

A federal judge in Texas halted the Consumer Financial Protection Bureau's new rule capping credit card late fees at $8.

Inflation, Economic Uncertainty Upending Retirement Dreams for Many

Nationwide’s Advisor Authority survey finds many are taking non-traditional approaches to retirement, including moving in with their adult children.

Perigon Wealth Management Appoints Head of Advisor Success and Integration

Maria Daley has more than 30 years of experience leading business development and relationship management teams.

SEC Wants RIAs to Verify Customer Identities

The SEC and Treasury say the rule is needed because customers have used RIAs for illicit foreign financial activity in the United States.

Concerns About Insufficient Savings Keep Many Retirees Awake, Survey Finds

Among those in retirement, 32% fear they have too little savings, according to the Schroders 2024 US Retirement Survey.

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