Despite the dangers posed by he coronavirus epidemic, older investors have failed to reach out to their financial advisors as much as might be expected, according to Todd Solash, CEO of Individual ...

AS AN INCREASING PERCENTAGE OF AMERICANS reaches age 65, counseling older clients will become a more important part of a CPA’s practice. WORKERS AGE 65 OR OLDER CAN RECEIVE FULL Social Security ...

Older clients face special challenges in preserving wealth and maintaining income to live on. The trick, according to advisors, is optimizing distributions from various accounts to fund living ...

Over the 30 years she has been in the financial services business, Barbara Pietrangelo has grown up with many of her clients. “I wouldn’t say I started out looking to serve the senior market, but I’ve ...

Loss aversion, one of the major behavioral finance biases, is often defined as the pain of losing an amount of money exceeding the pleasure of gaining that same amount of money. It also refers to the ...

A registered investment advisory firm seeking to boost its services for older clients and their relatives appointed its first director of aging life care planning. Processing Content RIAs often hire ...

The wind is changing direction in the wealth advisor sector. Although traditionally focused on in-person interactions, investors are demanding a more digital experience from their wealth advisors. As ...

Following a recent report that highlights how younger generations want something different from life insurance than has generally been the norm, how can advisors adapt their approach to help these ...

Living life at least partly online is a fact of modern living, but while the youngest Americans are typically tech-savvy with high levels of digital literacy, the oldest cohort is more vulnerable to ...

SAN ANTONIO - – The economy’s downturn and rising housing prices have left many senior citizens homeless, and Haven for Hope is seeing a spike in older clients. Nathan Finley, 66, lived on the streets ...

Correction 1/30/24: Tri Pointe Homes has been changed to reflect accurate spelling. “Older adults are increasingly recognizing the role that technology can play in enabling a healthy life, ...