Because Medicare decisions directly impact cash flow, risk exposure and retirement stability, you must adopt a fiduciary mindset.

UnitedHealth has until April 29 to hand over tens of thousands of documents to plaintiffs who claim that the insurer relies on an AI algorithm to deny claims.

Retirement planning has always involved contemplating uncertainty.

Regulators highlighted annuity illustrations suggesting annual returns between 10% and 27%, prompting questions about whether consumers are getting good information.

As President Donald Trump moves closer to the midpoint of his second term, the full impact of his agenda is being felt. What does it mean for advisors?

In a world that often believes bigger is better, 133-year-old Boston Mutual is focused on serving Americans of more modest means.

Not all indexes are created equal, and not all of them are easy to understand.

Trump Accounts represent a structural shift in how we think about financial planning.

Subfreezing temperatures, uncertainty about travel conditions and a general reluctance to venture outdoors made many of us hunker down and put life on hold until things began to thaw. But then April comes along — and everything explodes.

How to develop a strategy to protect your business and control your legacy.

Clients may know about buy-sell agreements but not about buy-sell disability solutions.

Advisors who focus solely on caps and participation rates miss the real marketing edge.

A fictional tale about the Three Little Pigs — and their AI use cases.

For advisors, the real change isn’t technology; it’s how technology is used.

Experts say it’s possible, but it’s not without risk.

A new Department of Labor proposal could broaden the types of investments available in workplace retirement plans.

The news of the Corebridge/Equitable merger provided shocks through the life and annuity markets.

Stability in the Medicare market is among the priorities for the Centers for Medicare and Medicaid Services, according to the agency’s deputy administrator and the chief policy and regulatory officer.

Corebridge and Equitable announced an agreement to combine in an all-stock merger, valuing the combined company at approximately $22 billion.