Expert Opinion

How to Keep Female Clients After the Loss of a Spouse

By Teresa J.W. Bailey

Many advisors get fired by newly widowed clients. Here's how not to become a statistic.

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News

Meet the Luminaries Class of 2024 Finalists

By Janet Levaux

This year's program features new awards for achievement in marketing, as well as industry innovation and disruption.

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Career Moves

Mercer Appoints Chief People Officer Amid Rapid Growth

By John Manganaro

The firm has tapped a McKinsey & Co. alum, Elizabeth Hioe, for its senior leadership team.

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News

Raymond James Cancels Women's Symposium Due to Hurricane Forecast

By John Manganaro

The forecasted path of Helene will bring the storm near Orlando, the site of the annual conference.

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News

'Boring Is Good': BofA Strategist Favors Dividend Stocks

By Henry Ren

Savita Subramanian wants investors to avoid risks as markets remain on edge.

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Case Study

Social Security Claiming: The Case Where Timing Doesn't Matter Much

By John Manganaro

Projected lifetime benefits can have relatively small differences even when a surviving spouse delays until age 70.

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