Tariff revenue as a share of GDP rose over 300% since 2018. The Supreme Court struck down many of those tariffs in February 2026.

The Tax Foundation says replace them with a 1% VAT. $130.1 billion in projected revenue gains through 2036.

#TaxPolicy #Tariffs #FinancialAdvisors #Rethinking65

73% of Americans prefer in-home care. 54% have not planned financially for it.

The annual cost of a home health aide could exceed $500,000 by 2058, per Northwestern Mutual.

Rethinking65 has the full breakdown. #LongTermCare #RetirementPlanning #FinancialAdvisors #Rethinking65

An advisor today manages 100 households. Summit Financial CEO Stan Gregor thinks AI could make that 500.

"AI is not going to replace the advisor. But who it will replace is the advisor who is not using AI."

Mike Byrnes reports for @Rethinking65. #AI #PracticeManagement #FinancialAdvisors

Five Steps for Successful Family Wealth Meetings: Advisors Share Insights

🤖 IA: It's not clickbait ✅
👥 Users: It's not clickbait ✅

#familywealth #estateplanning #financialadvisors

👇👇👇

72% of employers are paying more for AI skills. 42% pay more for AI expertise than any other technical skill.

Robert Half's 2027 Salary Guide via Rethinking65 on what is driving compensation in 2027.

#AI #CareerPlanning #FinancialAdvisors #Rethinking65

Respond to a lead within 5 minutes: 85% conversion rate. Wait 24 hours: below 10%.

The FPA just launched PlannerSearch 2.0 to match consumers with planners based on mindset, not just zip code.

#PracticeManagement #FinancialPlanning #FPA #FinancialAdvisors

$13 billion yearly. 69% losing time from work. 25% reconsidering leadership.

The U.S. Senate just held its first-ever hearing on menopause. Eleanor O'Sullivan writes for Rethinking65: "Those are financial planning issues."
#WomenInFinance #MenopauseAwareness #RetirementPlanning #FinancialAdvisors

A CPA can introduce you. Your marketing has to finish the introduction.
www.l2uma.com/financial-se...
#FinancialAdvisors #CPAReferrals #WealthManagement #ProfessionalServices #ClientAcquisition #DigitalMarketing #MarketVisibility #L2uMA

CRM, client onboarding, scheduling, documentation & admin support for financial advisors.

📅 Book a discovery call: calendly.com/virtualnexge...

#WealthManagement #FinancialAdvisors #VirtualAssistant #FinancialServices #WealthManagementVA #RIA #FinancialPlanning #VirtualNexgenSolutions

Client records, CRM, scheduling, documentation & admin support for financial advisors.

📅 Book a discovery call: calendly.com/virtualnexge...

#WealthManagement #FinancialAdvisors #VirtualAssistant #FinancialServices #WealthManagementVA #FinancialAdvisorSupport #CRMManagement #VirtualNexgenSolutions

Student loan holders ages 65 to 69 still have 401k balances 28.2% lower than those without debt. The gap never completely closes.

Ed Prince reports for Rethinking65 on what SECURE 2.0's student loan match could mean for workers and advisors.

#StudentLoans #RetirementPlanning #FinancialAdvisors

#Tomorrow: Phillip Snyder, CLU, The Warner Companies, reveals why insurers are losing clients at alarming rates and how advisors can build lasting relationships through education and genuine care.

Watch and Subscribe: www.youtube.com/@BroadcastRe...

#Insurance #FinancialAdvisors #ClientRetention

The number of widows is declining. The number of women navigating their finances alone is not.
Gray divorce. Never-married women. Longer chronic illness. The solo ager looks different now.
Paula L. Green reports for Rethinking65.
#WomenInFinance #RetirementPlanning #FinancialAdvisors #Rethinking65

The wealth management industry is approaching the same question Tesla asked about drivers.

What happens when the advisor is no longer required?

Shawn Bostic writes for Rethinking65 on the question every human advisor must answer now.

#AI #PracticeManagement #FinancialAdvisors #Rethinking65

"If you could be a fly on the wall while one of your clients described you to a friend, what do you think you would hear?"

Jeff Feazell writes for @Rethinking65 on what clients actually say when no one is listening.

#PracticeManagement #Marketing #FinancialAdvisors #Rethinking65

The gap is not investment management. It is what happens when the person managing everything is suddenly gone.

Linda Aldmon, CFP writes for @Rethinking65 on the question advisors should be asking DIY investors.

#PracticeManagement #FinancialAdvisors #SecondHalfOfLife #Rethinking65

Financial Advisors Risk Losing Younger Clients Who Don't Meet Asset Thresholds

🤖 IA: It's not clickbait ✅
👥 Users: It's not clickbait ✅

#financialadvisors #clientrelationships #assetthresholds

👇👇👇

Reduce admin workload and keep client workflows moving with reliable VA support.

#WealthManagement #FinancialAdvisors #ClientExperience #VirtualAssistant #AdvisorSupport #ClientAdministration #WealthManagementVA

📅 Book a discovery call: calendly.com/virtualnexge...

Reduce admin workload and keep client workflows moving with VA support.

#WealthManagement #FinancialAdvisors #VirtualAssistant #ClientExperience #AdministrativeSupport #AdvisorSupport #WealthManagementVA

📅 Book a discovery call: calendly.com/virtualnexge...

Explaining Investment Advisers Act #InvestmentAdvisersAct #FinancialAdvisors #FiduciaryDuty #SecuritiesRegulation #InvestSmart