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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.
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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)
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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 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...
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)
Annuities

Annuities Can Fill Retirement Income Gap

Annuities aren’t for everyone, but research shows advisors underestimate client interest in guaranteed lifetime income.
Insurance

Nearly 1 in 4 Adults Dumped From Medicaid Are Now Uninsured

Another 28% who lost their coverage found other insurance, some of them through Medicare, according to the same new KFF study.
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."
Female Clients

Single Women’s Unique Planning Needs

Though often more tuned into their finances than married women, their concerns about the future loom large.

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Demand for Advisor Services Soars, Annual Industry Survey Reveals

The ranks of financial advisors surpassed 1 million in 2023, according to the Investment Adviser Industry Snapshot.

Washington State’s LTC Program May Get Nixed

In November, the state will vote on making the program tax voluntary, which would make the program financially unworkable.

IRS Accepting Applications for Tax Preparation Program Grants

Participating organizations provide free tax counseling to seniors and underserved communities.

Lawsuit Over Wall Street’s ‘Fearless Girl’ is Settled

State Street installed the "Fearless Girl" statue in Manhattan's financial district in March 2017 shortly before International Women's Day.

State Health Plans Must Cover Gender-Affirming Surgery, Appeals Court Rules

Health insurance plans run by U.S. states must cover gender-affirming surgeries for transgender people, a U.S. appeals court ruled.

Lawsuit Against Citi Details ‘Pervasive’ Sexual Harassment

A Citigroup managing director said the bank failed to protect her from a supervisor's violent threats and abuse.

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