Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
Americans Plan to Focus on Financial Stability in 2025
By Michael S. FischerThrity-eight percent of Allianz Life survey respondents said this was their top priority.
December 18, 2024
Fewer RIA Leaders Are Planning for Succession. What Gives?Even as firm executives age and assets under management expand, less attention is being paid to business continuity.
December 18, 2024
Top 10 Cities Where Boomers Are Moving: 2024SmartAsset analyzed Census data on 267 U.S. cities with populations of 100,000 or more.
December 18, 2024
7 Ways the New House Spending Package Could Affect Older ClientsIt could chase away ghost doctors and support high-tech cancer blood tests.
December 17, 2024
7 Trends in Art Investing by the WealthyCollecting provides high-net-worth clients with an opportunity to further diversify their portfolios.
December 16, 2024
When Disaster Strikes, Raymond James Gets to (Volunteer) WorkEmployees “were literally ripping out [soaked] drywall” after Hurricane Helene, Private Client Group president Tash Elwyn says.
December 16, 2024
How Americans Define Financial SuccessThe majority of respondents to an Empower survey cited not wealth but what money can buy.
December 13, 2024
10 Worst Cities for Property TaxesHere's where homeowners pay the most, relative to their home values, according to SmartAsset, which examined 342 cities.