In last month's Boomer Market Advisor, we revealed 20 percent of boomers won't be able to afford health care this year. Good thing they're feeling great, according to Energizer's "Live Healthy. KEEP GOING" campaign, which finds 73 percent of boomers say their health and the health of their spouses is excellent (even though the National Center for Health Statistics reports half of Americans age 55 to 64 have high blood pressure and two in five are obese). Sixty-eight percent of boomers report taking vitamins or supplements, but only 33 percent admits to exercising regularly.
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ThinkAdvisor and the College for Financial Planning have partnered to bring you a series of helpful educational tools that you can use to take your career to the next level.
Millennials are the future of your practice; both as clients and employees. Understand how they think to capture them as clients, attract them as employees...
Hundreds of plan advisors are successfully gaining the attention of CFOs and securing appointments. Learn how with this short video.
Discover how charitable donations of complex assets such as real estate or privately held stock can help them give more to charity, save cash and...
Jun 20, 2017
Join this complimentary webcast to discover how the top three SMA Mangers of the Year beat their peers by consistently delivering alpha.
May 24, 2017
Join this complimentary webcast to listen in on a roundtable discussion on the current state of the industry, as well as receive tips and strategies...
May 11, 2017
Mega trends continue to impact the wealth management industry. Trends such as new digital competition, increasing compliance standards, fee pressures, and an aging advisor population....