How to listen to what your client isn’t saying
Your client may not always tell you when they’re lost. That is when being in tune to the key messages contained in body language can help an advisor.
Your client may not always tell you when they’re lost. That is when being in tune to the key messages contained in body language can help an advisor.
New research from the Society of Actuaries has found insurance and financial services leaders across a range of sectors all named artificial intelligence as the top emerging risk for 2026 and in the years to come.
Taking steps to prepare an agency or brokerage before putting it on the market can increase its valuation.
A recent Pacific Life survey found that 52% of executives expect electronic health records to have the greatest impact on underwriting in the next few years.
Ameritas settled a lawsuit with a North Carolina couple over alleged improper annuity sales, court filings show.
The NAIC best-interest annuity sales rule is working, industry trade groups say. The CFP Board disagrees and is pushing regulators to get tougher.
The DOL is (again) abandoning attempts to extend fiduciary duty to one-time rollovers from retirement accounts. Will the fiduciary rule rise a third time?
Defined contribution plan sponsors increasingly support approaches that help workers convert retirement savings into a dependable income stream.
New data from Equitable reveals that diversifying into less understood or potentially more volatile asset classes, like small-caps or emerging markets, is worth considering.
Employers who are waiting for benefits costs to stabilize may be misunderstanding what is happening in the market.
An American data and analytics firm is calling for industry-wide collaboration to find solutions for artificial intelligence-driven insurance fraud, which is becoming increasingly complex and widespread.
GLP-1s are forcing the conversations about pharmacy benefits and stop-loss strategy.
Artificial intelligence may also help address a longstanding industry issue: the gender gap in coverage.
Historically treated as a short-term, minor issue, menopause hasn’t been built into retirement models as a sustained driver of healthcare costs.
Failure to leverage digital tools to streamline business processes is tainting an otherwise high financial advisor satisfaction score for U.S. life insurance and annuity companies.
More people are now considering how a health event could affect income, independence and long-term financial stability.
The push to bring alternative investments into 401(k) plans “is quickly becoming the most dynamic and complicated topic in the financial services space,” said Gina Alsdorf, an attorney with Carlton Fields.
The financial lives of Americans have never been more complex, and complexity is precisely why integration matters.
The Wisconsin Office of the Commissioner of Insurance recently released a list of administrative actions for April. The actions are…