The Wisconsin Office of the Commissioner of Insurance recently released a list of administrative actions for June. The actions are…
NAIC urged to address issues related to use of AI in insurance
Consumer advocates have brought new concerns about how insurers are using AI to the attention of the NAIC’ technology committee.
Study looks at rising auto insurance costs, consumer trust
A new U.S. vehicle insurance study finds along with increased repair costs, other issues are placing an added financial burden on insurers.
Despite insurtech funding drop, stakeholders optimistic about way forward
While insurtech startup funding has declined recently, sector stakeholders suggest it is more of a balancing out than a cause for concern.
Private equity driving activity in insurance sector despite ‘lackluster’ deals market
Increasing interest from private equity is expected to support steady activity in the insurance deals market, during a time when other sectors are not experiencing comparable volume.
Are team-based advisory practices better positioned for growth?
Study looks at how team-based practices perform compared to other practices across key measures, including AUM and productivity.
With more people ‘living in harm’s way,’ auto, home rates soar
Extreme weather is playing a pivotal role in the rise of insurance premium, but it’s not the only reason for increases.
Retirement confidence at record low, but will it improve?
Worker confidence in having enough money for retirement is still at record lows, though perhaps trending slightly upward.
FSI, SIFMA join federal lawsuit to overturn DOL fiduciary rule
FSI and SIFMA have joined a federal lawsuit that seeks to overturn the Department of Labor’s fiduciary rule.
13 tips for financial advisors to overcome procrastination
Three professionals share some practical steps advisors can take to tackle their procrastination problems.
How will SCOTUS Chevron ruling impact DOL’s fiduciary rule?
SCOTUS’ overturning of the Chevron doctrine is likely to impact numerous financial regulatory bodies, including the DOL and its fiduciary rule.
Experts warn insurance industry to buckle up for AI regulation, litigation
Insurance companies are being urged to prepare for potential litigation as the use of AI grows within the industry.
When advising young investors, it’s all about ‘cutting through the noise’
The younger generations can get caught up in unrealistic investment ideas they find on social media. For advisors, the challenge is to cut through the noise and help them set realistic expectations.
Shooting for the stars — with AuguStar Retirement’s Clifford Jack
Less than 18 months after taking the helm of AuguStar Reitrement, President and CEO Clifford Jack touts the firm’s success … as well as the unlimited upside he sees going forward.
Playing the long game — With athlete-turned-advisor Ronnie Kaymore
Ronnie Kaymore traded in the football field for an agent’s license. He helps dozens of NFL and NBA athletes plan their financial futures.
Financial services for the next gen
Financial advisors are at a crossroads. The industry is evolving rapidly, driven by technological innovation and changing consumer behaviors.
Should you recommend a CLAT or a reversionary CLAT in wealth planning?
Exploring the choice between charitable lead annuity trusts and reversionary charitable lead annuity trusts.
Empowering women in the financial security profession
The Women’s Impact Community is working toward breaking down the barriers for women in the profession.
RILAs take off as consumers look for balance, protection
Product innovation and new market entrants suggest the RILA market still has significant growth potential.
