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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.
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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.
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Financial Side of Divorce is Conference’s Focus

The Institute for Divorce Financial Analysts (IDFA) will hold its annual national conference for financial professionals in early May in Nashville.
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.
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.
Insurance

Sign Here? Financial Agreements May Leave Doctors in the Driver’s Seat

Transgender man who dip into his retirement savings to pay for top surgery fight an unexpected bill despite receiving preauthorization.
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5 Language Mistakes Advisors Should Avoid

These common marketing errors could cause reputational damage and liability and regulatory risk. (By Jeffrey Briskin)
Female Clients

Advising Women in Transition

These five principles and five action points can help you put female clients in transition on the best path for the rest of their lives. (By Kimberly Foss)
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Why Understanding Your Client’s Past is Paramount

General conditioning plays a bigger role than you might think on their perceptions of life, work and money.
Lifestyle

When Is It Time for Clients to Stop Driving?

If your client is no longer a safe driver, you can suggest options that maintain their independence without endangering anyone.
Medicare/Social Security

Medicare’s Push To Improve Chronic Care Attracts Businesses, but Not Many Doctors

Two-thirds of Medicare enrollees have two or more chronic conditions, qualifying them for a care-managing program, but only 4% participate.
Lifestyle

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)

Latest News

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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.

Families to Save $10 Billion Annually in Credit Card Late Fees

This estimate comes from the Consumer Financial Protection Bureau, whose new rule capping late fees at $8 is effective May 14.

Windfalls from Home Ownership Start to Erode

While first-quarter home-sale prices were up in most markets, other measures show residential real estate may not be as stable as it appears.

Wealth Enhancement Group Acquires $809M Retirement Advice RIA

The partnership with The Retirement Group in San Diego brings the firm’s total client assets to more than $82.7 billion.

Yes, There Is a Best Day of the Week to Book Your Flight, Study Confirms

In general, early-in-the week bookings can save you the most money, but it depends on the airline, a survey of domestic flights finds.

Rent Increases Vastly Outstrip Wage Growth in These Markets

A new Zillow analysis shows U.S. rents have surged in most markets over the last five years — but a couple cities are clear leaders.

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