Kenneth Rossman, who participated in a $6.3 million financial fraud, avoided jail time for his role in helping to convict self-styled “Annuity King” Phillip Roy Wasserman.

While parts of the country bask in sweltering heat, inflation significantly cooled in June, raising hopes that the Federal Reserve might be able to curb rising interest rates and make that “soft landing” it wants to avert a recession.

Life settlement annuities and long-term care life settlements can be effective in helping seniors fund future long-term care needs.

American Equity reported second-quarter FIA sales up 94% compared to the first quarter of 2023 and 141% compared to the second quarter of 2022.

House members on both sides of the aisle argued for nearly three-and-a-half hours today as the House Financial Services Committee hosted a hearing on ESG investing.

Founder of Flyreel talks about use of how artificial intelligence in the insurance industry and what the future of AI might hold.

Life insurers must recognize that today’s young consumers are digital natives.

This revenue ruling has a narrower impact than it may feel like.

Behavioral finance means helping clients deal with the neuroscience behind their decision making, and how that decision making can lead to fatigue.

Join us as we discuss how to reach the next generation of clients and how to give them the advice they need to address their unique concerns.

Another troubling industry conference incident is giving reformers a chance to promote ongoing efforts to eliminate sexism and discrimination from events.

Attorneys and arbitration experts say the JAMS forced arbitration process harms investors and allows RIAs to avoid liability for misconduct.

A North Carolina judge approved a settlement with former insurance executive Christopher Herwig, who the Securities and Exchange Commission accused of teaming with financier Greg Lindberg to defraud investors.

Cyber insurance is part of a comprehensive risk management strategy.

A company’s workforce diversity ties into its performance, and that diversity extends to employee benefits.

Due to an increasing concentration of wealth, growth in taxable assets has surpassed the growth of retirement assets, a recent survey found. As a result, families with $2 million-plus now control $45.3trillion in investable assets.

Short-term limited-duration health insurance plans are in the crosshairs as three federal agencies proposed rules to clamp down on the plans that some deride as “junk insurance.”

A second federal court dealt a blow last week to the Department of Labor’s ongoing bid to extend fiduciary status to more rollover transactions.

Kenneth Rossman, the accountant sidekick in a $6.3 million fraud led by self-styled “Annuity King” Philip Roy Wasserman, cited bipolar disorder in arguing for a lighter sentence.