Katharine Marshall, principal with Mercer’s Law and Policy Group, listed what group health plan sponsors must to do prepare for the end of the public health emergency.

Third-quarter sales of deferred annuities soared nearly 21% over the year-ago quarter, according to Wink’s Sales & Market Report.

A J.D.Power study found customers are initiating purchase of life insurance much more frequently than before, with industry-wide quote rates rising last year for the first time in 30 years, and increasing another 9% this year.

A North Carolina Superior Court judge placed two financially impaired insurance companies owned by disgraced billionaire Greg Lindberg into liquidation Monday.

The Texas Department of Insurance ordered Friday Health Plans to stop offering health policies for 2023 on that state’s Affordable Care Act marketplace, although the carrier continues to offer off-exchange plans.

As advisors increasingly work with clients and prospects virtually as well as in-person, many are looking for ways to successfully carry out one of their most critical tasks: obtaining referrals and introductions.

The financial services industry is putting the full press on Congress to pass SECURE 2.0 — but it might depend on whether lawmakers can stop fighting long enough to fund the government.

Geoff Manville, partner and government relations leader with Mercer’s law and policy group, said that with Senate control in Democratic hands while the House of Representatives moves to Republican control, “the Democrats’ policy agenda – what’s left of it – will be on ice for the next two years.”

As Americans continue to grapple with high inflation, a new survey finds nearly half of its respondents are very concerned about inflation, and a third are holding more than 90% of their investable assets in cash.

COVID concerns weighed on sales, which broke a five-year winning streak, but Conning researchers expect the market to pick up this year.

As professions such as medicine and law evolved, we saw greater specialization among their practitioners. The financial planning profession is a younger profession in comparison to medicine and law, but we are seeing an increasing shift toward specialization by financial professionals.

Gallup has tracked positive and negative states since 2006 – and negative is winning, with a big spike last year.

The Department of Labor better not wait too long to publish its redefinition of “fiduciary,” a leading expert on retirement plan rulemaking said today.

Young workers are relying on more than their 401(k) plans to save for retirement, as other types of investments are playing a greater role in their long-term wealth plans, according a Schwab Retirement Plan Services study.