Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
Cetera Financial Group CEO to Retire
By John ManganaroAdam Antoniades will remain a board member but is passing the leadership baton to Mike Durbin at year-end.
November 04, 2024
Unhappy Medicare Plan Issuers Zero Out Agent CommissionsOne veteran agent estimated the sudden shift has affected more than 35% of his Medicare plan clients.
October 31, 2024
Help Clients Navigate Common Medicare PitfallsThe Medicare open enrollment season is a great time to help clients review their coverage.
October 23, 2024
10 Most Generous American Billionaires: Forbes, 2024Ten people among the 400 richest Americans have given away 20% or more of their wealth.
October 11, 2024
Medigap Issuers Face Spike in Small Problems That Got SeriousThe effects of skipping routine care during the pandemic are becoming evident, Mutual of Omaha's medical chief says.
October 11, 2024
4 Keys to Succession PlanningThe financial advice industry remains largely unprepared for exits, planned or otherwise.
October 10, 2024
Kamala Harris Proposes Medicare Home Care BenefitShe hopes to use prescription benefit savings and international tax changes to pay for the services.
October 09, 2024
11 Worst States for Medicare Drug Plan Menu CutsAny big problems in this market could affect all financial services conversations in Washington.