An integral part of the financial planning process is understanding what your client needs, versus what’s a nice-to-have.

The House of Representatives passed a bill Thursday to require plan sponsors to maximize returns as the highest priority over ESG factors.

A recent study finds that most retirees are increasingly using technology, including for financial and retirement planning purposes.

President Donald Trump called on Congress to lower health care costs as he released a proposal he dubbed “The Great American Health Care Plan.”

Kyle Busch and his legal team filed an amended complaint Tuesday with more specific claims of alleged indexed universal life sales fraud by PacLife.

Matt Nadel had to confront a lot of personal and ethical conflicts while making “Cashing Out,” a short film recounting the birth of the viatical settlement industry.

Financial wellness is trending upward despite more workers saying they are stressed about the current economic climate.

A Senate report released Tuesday alleges that UnitedHealth Group is gaming the Medicare Advantage system to reap massive payments.

Americans are envisioning their retirement years as a launchpad for adventure, active living, and passion projects.

Financial professionals and their clients have sharply different views on whether they discuss critical health-related issues during retirement planning, according to the final chapter of Alliance for Lifetime Income by LIMRA’s 2025 Protected Lifetime Income & Planning study.

Many Americans are ready to leave an economically turbulent 2025 behind and achieve greater financial goals in 2026.

Once a top producer, Dean Vagnozzi became ensnared in a Securities and Exchange Commission investigation into Par Funding, found to be a Ponzi scheme. Now Vagnozzi is back.

Insurers nationwide are slashing vehicle insurance rates in response to a sharp reduction in claims.

How do employers engage and support “deskless” workers in their selection and use of workplace benefits?

Few pieces of legislation have sparked as much discussion as the One Big Beautiful Bill Act.

Financial modeling allows both advisors and clients to dive deep into the “what-if” scenarios that life may throw at them.