For people ages 25 through 64, mortality is still noticeably higher than it was before COVID-19 arrived.       Related Stories 7 Deadly Sins of Advising in Messy Markets - Enclosure 5 Views of How the Vision (and Reality) of Retirement Has Changed - Enclosure 6 Ways to Make Yourself More Valuable to Clients - Enclosure   ..read more

Higher interest rates are encouraging clients to move cash out of some accounts that bolster Schwab's bottom line.       Related Stories A Global View of Retirement Shows How U.S. Savers Stack Up - Enclosure Life and Annuity Stocks Weather Credit Suisse Storm - Enclosure 11 Days of Turmoil That Brought Down 4 Banks, Left 1 Teetering - Enclosure   ..read more

The wealth unit had $16 billion of client assets last year and 190 employees, many of whom were registered investment advisors.       Related Stories REITs Under Pressure After Bank Failures - Enclosure 3 Compliance Failures of Newly Registered Advisors: SEC - Enclosure NFL Owners Want Private Equity to Buy Stakes in Teams - Enclosure   ..read more

The Vanguard Real Estate Index Fund, for instance, is down more than 8% over the past month.       Related Stories 7 Deadly Sins of Advising in Messy Markets - Enclosure Here's the Next Risk for Stocks: Morgan Stanley - Enclosure Investors Jumping to Higher Rates in Money Market Accounts: Franklin Templeton CEO - Enclosure   ..read more

The latest exam alert also says these advisors' disclosures include omissions and inaccuracies related to fees and compensation.       Related Stories Advisors, BDs Continue to Avoid Crypto: CFA Institute Study - Enclosure NFL Owners Want Private Equity to Buy Stakes in Teams - Enclosure Here's the Next Risk for Stocks: Morgan Stanley - Enclosure   ..read more

Christopher Armstrong and Randall Kiefner, fired by Morgan Stanley for violating its transition policy, refuse to pay their share. "       Related Stories NFL Owners Want Private Equity to Buy Stakes in Teams - Enclosure Advisors, BDs Continue to Avoid Crypto: CFA Institute Study - Enclosure Here's the Next Risk for Stocks: Morgan Stanley - Enclosure   ..read more

Here's a factor that has a dramatic effect on retiree satisfaction and longevity — and isn't tied to wealth, a recent study finds.       Related Stories Here's the Price Advisors Will Pay if They Don't Treat These Clients Better - Enclosure H.R. 485 Could Change How Medicare Advantage Plans Allocate Some Care - Enclosure Older Workers and Periodic Coverage Reviews: A Medicare Customer Question - Enclosure   ..read more

Advisors who want to take advantage of changing investor expectations must work on their soft skills.       Related Stories Here's the Price Advisors Will Pay if They Don't Treat These Clients Better - Enclosure Older Workers and Periodic Coverage Reviews: A Medicare Customer Question - Enclosure How Insurers Can Help Prevent Unexpected Deaths - Enclosure   ..read more

It is easy to maintain a low profile when the stock market is rocky, but this is when clients need you the most.       Related Stories Jeremy Siegel: Stocks Have Been the Best Long-Term Investment for 220 Years - Enclosure 15 U.S. Cities Where a $100K Salary Goes Furthest - Enclosure 12 States With the Lowest Taxes in America: 2023 - Enclosure   ..read more

My prediction of what's next for the financial advisory business doesn't have to happen. Here's the key change that can make a difference.       Related Stories Older Workers and Periodic Coverage Reviews: A Medicare Customer Question - Enclosure H.R. 485 Could Change How Medicare Advantage Plans Allocate Some Care - Enclosure How Financial Firms Can Become Leaders in Digital Transformation - Enclosure   ..read more