The Latest From
The Next Chapter Blog
Where Are The Retirees’ Yachts?
The financial advice industry is reporting record results—but most retirees will struggle.
The “Oh Sh*t” Moments of Retirement Planning
Preparation for life events is underrated - and uncommon.
Chasing the Other 80%
Beware the shiny tech objects. It’s old school need that drives innovation.
Let Them Eat Calamari!
Annuities are squid. Get over it.
Adoption is the New Innovation
Tech helps you manage opportunity by managing volume.
Follow the White Flags – To Success
Failed retirement plans are driving clients to good advisors – at last.