Explore why not all longevity projections are created equal, what current research tells us about life expectancy variability, and how advisors can move beyond one-size-fits-all assumptions to create more resilient,…
Explore how leading firms are cutting through noise, building trust at scale, and aligning marketing, messaging, and follow-up to drive sustainable advisor growth without sacrificing authenticity or human connection.
In today’s competitive wealth management landscape, client experience is the new differentiator. Yet few advisors are equipped to support families when life gets hardest — aging parents, long-term care decisions,…
Paul has built a $22B RIA with 220+ advisors, pioneered the Integrated CPA Alliance, and helped countless advisors transform their practices to serve ultra-high-net-worth clients. Hear from one of LPL’s…
Most advisors know Marcia Wagner as one of the nation’s top ERISA attorneys, but her story goes far beyond legislation and case law.
A study by Edward Jones and Agewave reported that “healthcare costs, including long-term care” was the #1 financial worry regarding retirement for both retirees and pre-retirees (i.e., Millennials and Gen…
As a new human-centered economy emerges, the financial services industry faces a pivotal point in its evolution. According to a recent Perspective from Deloitte, “The Future of Financial Services in…
Volatile markets present a unique opportunity for advisors to prove their value to clients. According to a report from Cerulli, retail investors of all types tend to seek out more…
According to 2024 data from the U.S. Bureau of Labor Statistics, the failure rate for businesses in the financial and insurance sectors is 19.1% in their first year after opening,…
According to a survey by U.S. News and Harris Poll, more than three-quarters of Americans agree with the statement, “There is a leadership crisis in corporate America today.” A recent…
According to a report by Cerulli, U.S. Advisor Metrics 2023, the financial advisor industry has a headcount problem. Over the next decade, 109,093 advisors plan to retire, comprising 37.5% of…
Since their introduction in the late 1990s, Exchange Traded Funds (ETFs) have evolved from a niche investment option to become one of the most popular, disruptive and widely discussed product…
According to Cerulli and Associates, the independent and hybrid investment advisor (RIA) channels are growing at a faster rate than other intermediary channels. Over the last decades, the headcount of…
End of life planning is often overlooked in the financial planning process.
Phil was the first to develop the bucketing approach to distribution in the early 1980’s.
Many advisors still shun annuities as a legitimate component of their clients’ overall financial portfolio for a multitude of reasons.
Americans invest $27B in cosmetic surgery, $63B in cosmetics, and $34B in supplements ($480 per adult), all of which have no impact on life expectancy. Yet actuarial life expectancy has a…
Chances are high that at least one of your clients will face a divorce and it can come at a big cost to their pocketbooks.
Recent studies by industry groups such as FINRA and the Global Financial Literacy Excellence Center show that only 57% of American adults are financially literate.
Whether dealing with older clients or family members, we all face challenges on how to assess vulnerability and protect them from financial loss.