While the massive growth in private equity investment in insurtechs continues unabated, private equity is generating new levels of scrutiny from regulators and insurance commissioners concerned about the impact the trend will have on the insurance industry as a whole.
Advisors give their time and expertise to help others increase their financial literacy.
Robelynn Abadie began with no training and no experience and ended her 43-year career as the 2021 John Newton Russell Memorial Award winner.
Joe RoosEvans discusses how he discovered the way to set himself apart from all the other advisors out there, describes the way he mastered the art of marketing and reveals why losing his first job was the best thing that ever happened to him.
Teachers can use an online stock market game to educate youth on how to start investing in one of the best income-producing assets and prepare them to build a solid financial foundation.
Survey respondents cited not saving money (45%), spending on things they don’t need (45%) and getting into debt without a plan (41%) as the top financial mistakes they wouldn’t want their kids to repeat.
In a recent research report, Americans report their top five biggest financial-advice gaps. The results reveal a need for more active financial planning.
A study showed most investors would discuss annuities with their advisors, but they would make the final decision on which product to choose.
Florida became the largest and latest state to require high school students to take a financial literacy course before they can receive a diploma.
When you help clients improve their financial literacy, you move them along the road to achieving their financial goals in every season of their lives.
Hispanics are the most likely demographic group (26%) to say they feel “motivated” when thinking about financial planning in the current environment, according to a survey by Lincoln Financial Group.
A greater threat of flooding will lead to higher rates of property damage.
While millennials were the early adopters of this type of investing, it’s no longer exclusive to this generation.
The online landscape is littered with horrible personal finance advice: teenagers promoting day trading strategies,“ influencers” flogging questionable investment schemes and people with dubious credentials insisting you shouldn’t invest in a 401(k).
Four of five U.S. households (82%) think about working toward long-term financial goals, with half (54%) having a plan. But only one-third of households with plans report having written plans.
Get the right factors into alignment to execute the perfect day for your practice.
Inflation and rising rates, on top of ongoing market volatility, have come into sharp focus for investors.
Permanent policies can provide many unique benefits to comprehensive business planning. These benefits ultimately could cause permanent life insurance to be less costly than term insurance in the long term.
Compensation transparency will have a bigger impact on health insurance brokers over the next few years than did the Affordable Care Act, an insurance industry veteran said.
