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  1. Rising healthcare and long-term care costs are projected for retirees, prompting bQuest to build a network of vetted service providers for financial advisors.

Sanctuary Wealth Partners with bQuest to Expand Longevity Planning Services

1 report, 1 independent Updated Oct 23
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What happened

Some supportReported by 1 outlet

Sanctuary Wealth selected bQuest, an aging-care and longevity planning technology platform, to expand services for its independent partner firms across the United States. The agreement provides advisors with a structured longevity planning framework, a vetted national network of aging-care providers, and a Care Concierge team for complex care coordination cases. Robert Walter, president of Sanctuary Wealth, noted that this reflects a growing longevity revolution in financial planning.

From investmentnews.com

Why it matters

Some supportBrind's analysis of the reports

The expansion addresses the increasing pressure on financial advisors to handle issues outside traditional portfolio management, particularly with an aging population. Reports cited in the announcement indicate that 95 percent of high-net-worth individuals prioritize health over wealth, and 89 percent want wealth advisors to provide lifestyle concierge support.

Rising healthcare and long-term care costs are prompting bQuest to build a network of vetted service providers for financial advisors.

From investmentnews.com

Who's involved

  • Robert WalterPresident of Sanctuary Wealth, who commented on the expansion

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Coverage

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