OBBBA and New Year’s resolutions
The “One Big Beautiful Bill Act” didn’t just change tax rules or policy language — it changed how prospects feel.
Do strong financial habits lead to better health?
Are Americans who have strong financial habits more likely to report better physical and mental health? A new study takes a look.
2025 Top 5 P&C Stories: From fraud to wildfires
From fraud to wildfires, lawsuits and climate disasters dominated property and casualty insurance news in 2025.
Top firms’ 2026 market forecasts every financial advisor should know
As 2025 comes to a close, many financial professionals are turning to market forecasts from top financial firms to gain insights into what’s ahead for 2026.
Judge denies new trial for Jeffrey Cutter on Advisors Act violation
A Massachusetts judge rejected Jeffrey Cutter’s bid to reverse his guilty verdict on improper annuity sales.
Brokers can’t ignore these three shifts heading into 2026
Three key trends are expected to play a significant role in shaping the benefits landscape in 2026.
To attract Gen Z, insurance must rewrite its story
As the insurance industry faces a talent crisis, one expert says it simply hasn’t done a good enough job showing its potential for change.
Structuring a successful insurance company sale
The successful sale of an insurance business starts with a strong valuation.
Retirement optimism climbs, but emotion-driven investing threatens growth
American workers are feeling more optimistic about their retirement finances, but that optimism may be masking some underlying risks.
Investor use of online brokerage accounts, new investment techniques rises
Investors’ use of online brokerage accounts and newer investment techniques, such as crypto, ETFs, and options trading, are on the rise.
Does a $1M make you rich? Many millionaires today don’t think so
Today, only about one-third of American millionaires consider themselves wealthy, according to a recent study.
Implications of in-service rollovers on in-plan income adoption
In-service rollovers currently provide active employees with the ability to move funds from a defined contribution plan into an individual retirement account without needing to leave their current employment.
Maximize health insurance benefits before year’s end
Your health insurance plan likely includes other covered benefits and services you’re likely not aware of.
2025 Top 5 Advisor Stories: From the ‘Age Wave’ to Gen Z angst
The recent surge of tue boomer retirement tsunami drove interest in financial advisor stories in 2025, along with the angst of Gen Z.
2025 Top 5 Life Insurance Stories: IUL takes center stage as lawsuits pile up
It was a good year for life insurance sales. But problems with indexed universal life overshadowed some of that good news.
2025 Top 5 Annuity Stories: Lawsuits, layoffs and Brighthouse sale rumors
The year in annuities started well, ended well, and was pretty good in the middle, also.
Private placement securities continue to be attractive to insurers
Private placement securities continue to offer insurers attractive opportunities to enhance portfolio income, according to a recent Conning report.
It’s the most accident-prone time of the year
What holiday driving trends reveal about risk, claims and coverage gaps.
AI adoption may rely on overcoming misconceptions, Equisoft exec says
Misconception may be half the battle when it comes to getting more insurers to embrace AI, says one Equisoft executive.
