Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
What It Takes to Succeed in Advising Wealthy Clients
By John ManganaroA webcast Jan. 15 will offer an expansive discussion of trends and challenges among the wealthy.
January 03, 2025
Shift Conference Organizer Pulls PlugAdvisor and entrepreneur Ross Marino has canceled the 2025 event and shut down its parent company, Advisor2x.
January 02, 2025
As Gen Xers Start Turning 60, Retirement Might Look DifferentSurvey after survey shows that the generation's post-work prospects and approaches are decidedly mixed.
January 02, 2025
10 Places for a Cheap, Comfortable Retirement AbroadRetirees can live well in many of these regions for less than $2,000 a month, International Living reports.
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.