Two advisors were penalized last week for scamming clients and advisory firms out of hundreds of thousands of dollars.
How annuities can replace bond and cash allocations to enhance retirement income security for current and future retirees.
As investors increasingly seek advice that goes beyond portfolio construction and performance, new research highlights charitable-giving conversations as an under-realized aspect of financial planning.
Total new annualized premium exceeded $17.5 billion in 2025, up 10% year over year, according to LIMRA’s individual life insurance sales survey.
Insurers remain optimistic about their investments going into 2026, despite heightened market uncertainty.
Following the One Big Beautiful Bill Act, eligible retirees may face a lower tax bill in the coming years.
High-net-worth families often face elevated cyber risk because of their visibility, financial resources, and complex lifestyles.
Disability income protection planning is one of the most essential components of financial planning and one of the most overlooked.
A group of health plan customers has filed a lawsuit accusing CVS Caremark and affiliated entities of orchestrating a scheme that allegedly drove up prescription drug costs.
A new National Association of Insurance Commissioners’ working group aims to identify policy solutions to rising health care costs and insurance premiums.
A sizable number of Americans – particularly young adults – are investing in or are considering investing in high-risk/speculative assets such as prediction markets, sports betting and cryptocurrencies.
New premium for single-premium products — both buy-out and buy-in contracts — surged 132% in the fourth quarter to $28 billion, according to LIMRA’s U.S. Group Annuity Risk Transfer Sales Survey.
A federal judge officially killed the Department of Labor’s Retirement Security Rule on Tuesday.
The day my father gave me a gift of peace, clarity, preparation – and love.
In 2025, favorable economic conditions, along with aging demographics and more advisors selling annuities, led to record-breaking individual annuity sales across bank, BD and wirehouse channels.
Only 38% of affluent investors are comfortable with artificial intelligence, according to Cerulli Edge-U.S. Retail Investor Edition.
Social engineering is the top driver of commercial cyber claims.
The One Big Beautiful Bill Act opens the door for advisors to implement advanced wealth transfer strategies in 2026.
Florida’s recent tort reforms were designed to reduce lawsuit incentives and the additional costs that arise when claim payouts increase because of societal and legal pressures.
