Just one of the many reasons we love being based in Colorado. Eons.com, a social networking site for boomers, announced the results of its second annual State of Longevity Report. It found that Hawaii and Colorado top the list this year with the highest average calculated age of 92.15. The results are based on data collected from more than 650,000 Eons.com members from May 2007 to May 2008.
Focus working with mature clients including what are the characteristics of a sound goals-based investing method, how big is longevity risk, and a reevaluation of...
Digital Transformation and the Advisor: Keeping pace with a rapidly evolving competitive landscape will show you how to take advantage of—rather than feel threatened by—financial...
Secure the future of your business with customers from the largest generation in history.
Oct 20, 2016
Learn what critical roles document management serves for wealth management firms and their practical operational advice for running a viable business.
Oct 05, 2016
Some broker-dealers have already decided to exit certain lines of business and are sizing up how the rule will impact their IT and compliance budgets....
Sep 13, 2016
Nationwide is providing a deeper look into the rule’s implications and a discussion of decisions firms will need to make in order to comply.