Rethinking 65
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Welcome to Rethinking65.com, an idea conceived by a team of highly experienced publishing professionals who have devoted their careers to reporting and compiling information for financial advisors. Source
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| Scope | International |
|---|---|
| Language | English |
| Country | N/A |
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Recent Articles
Search ArticlesA New Address, A New Retirement Plan
ColumnistsPractice Management Relocating in retirement is about more than real estate and finances. Advisors can help clients weigh the lifestyle trade-offs, too. By Kimberly Foss | August 28, 2026 Linkedin X Facebook Email VK Photo by Getty Images for Unsplash+ Editor’s note: Kimberly Foss is a longtime columnist for Rethinking 65. Read more of her articles here. Kimberly Foss Georgette (not her actual name) was at a real crossroads, but emotional and financial uncertainty had her immobilized.
‘Think of Yourself as a Good Friend’: Statman
HighlightsPractice Management Advisors must cross the boundary and initiate tough conversations, urges this behavioral-science researcher and author. By Eleanor O'Sullivan | August 28, 2026 Linkedin X Facebook Email VK When the going gets prickly with a client’s family finances, Meir Statman says, advisors need to apply one rule.
SEC Charges 38 Entities Over Allegedly Fraudulent Adviser Filings
Latest News They presented themselves as legitimate advisory firms to U.S. investors, though some were traced to foreign jurisdictions. By Rethinking65 | August 27, 2026 Linkedin X Facebook Email VK The U.S. Securities and Exchange Commission (SEC) has charged 38 entities accused of using false or misleading regulatory filings to appear legitimate to U.S. retail investors. The SEC announced the enforcement action on Aug.
Advisors Want Support From Asset Managers, Not Just Access to Products
Latest News Asset managers can differentiate by providing resources that meet advisors’ client-facing needs, a Cerulli report reveals. By Rethinking65 | August 27, 2026 Linkedin X Facebook Email VK If you’re an advisor looking for support, not just products, from asset managers, you’re not alone.
Florida Health System Self-Reported Its Own Medicare Fraud
Latest News The Villages Health System agrees to a $541.5M settlement to resolve False Claims Act allegations. By Rethinking65 | August 27, 2026 Linkedin X Facebook Email VK A Florida-based healthcare provider group has accepted a $541.5 million settlement to resolve its self-disclosed admission that it violated the False Claims Act.
Vanguard Moves Into the Custodian Space with a Tech Edge
Practice Management The investment management giant has acquired Altruist, an AI-forward firm that observers say is ahead of the established players. By Ed Prince | August 27, 2026 Linkedin X Facebook Email VK The logo for Vanguard is displayed on a screen on the floor of the New York Stock Exchange (NYSE) in New York City, U.S., June 1, 2022.
Your Clients Are Talking About Later Life. Are They Talking with You?
ColumnistsPractice Management What older adults say when advisors aren’t in the room reveals where financial planning can still fall short. By Kathleen M. Rehl | August 26, 2026 Linkedin X Facebook Email VK Illustration by unsplash/@work2survive Editor’s note: Kathleen Rehl is a columnist for Rethinking65. Read more of her articles here.
Texas Plans Public School Financial Education Tied to Trump Accounts
Latest News Invest America and Everfi partner for a program to teach students in all grades and their families how build long-term financial success. By Rethinking65 | August 26, 2026 Linkedin X Facebook Email VK Texas is preparing to launch the first statewide K-12 financial-education initiative incorporating Trump Accounts, according to Invest America and Everfi.
Lack of Understanding and Awareness Prevents Many Employees From Accessing Workplace Benefits
Latest News Workers without coverage often end up paying heavy, burnout-inducing costs from a medical incident, a new report finds. By Rethinking65 | August 25, 2026 Linkedin X Facebook Email VK Many U.S. workers remain financially vulnerable to unexpected medical expenses despite being eligible for at least some employer-sponsored benefits.
Life Insurance Applications Log Six Consecutive Months of Double-Digit Growth
Special Report Activity surged in July, with growth topping 32% and 53% for policyholders in their sixties and seventies, respectively. By Rethinking65 | August 25, 2026 Linkedin X Facebook Email VK Photo by unsplash/@RicardoResende U.S. life insurance application activity continued to surge in July, recording a 14.7% year-over-year increase, the sixth consecutive month of double-digit growth.