Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
Shift Conference Organizer Pulls Plug
By John ManganaroAdvisor and entrepreneur Ross Marino has canceled the 2025 event and shut down its parent company, Advisor2x.
December 31, 2024
Longevity Tech Keeps Conversations Flowing, Life Brokerage CEO SaysChad Druvenga maintains that higher-net-worth clients are even more interested in the topic.
December 31, 2024
How Women's Philanthropy Has Evolved Over 20 YearsThe pandemic presented new challenges for women and the nonprofit organizations they support, the Women’s Philanthropy Institute found.
December 27, 2024
Will the Medicare Plan Market Please Stop Shaking?Amanda Brewton, a distribution and policy veteran, has ideas about how agents can help add stability.
December 23, 2024
Top 15 Up-and-Coming U.S. Cities for 2025Americans are turning to locales once overlooked as too quiet as ideal places to live, Real Estate Witch found.
December 23, 2024
Americans Plan to Focus on Financial Stability in 2025Thrity-eight percent of Allianz Life survey respondents said this was their top priority.
December 20, 2024
Preparing for Medicare Changes in the New YearThe costs are higher and the benefits are different.
December 20, 2024
A 10-Point Holiday Family Wellness CheckWhen was the last time you and your clients looked, carefully, inside your parents' refrigerators?