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Spike in Health Costs Fuels Retirement Fears

November 22, 2017

A new survey found that 58 percent of people view health care costs as the No. 1 obstacle to financial security, a rise of 13 points in one year. What Congress will do with the Affordable Care Act is just one reason for the angst.

Exclusive

Wall Street Expected to Soar Even Higher in ’18

November 21, 2017

The Dow Jones soared more than 19 percent in 2017 through mid-November. Will the good times continue in 2018? Some analysts say a variety of factors indicate that markets will keep rising.

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Will the Bitcoin Bubble Burst?

November 20, 2017

The price of bitcoin is soaring. Will it continue, as backers insist, or is the bitcoin price rise a sham investment, as some industry veterans say? Time will tell.

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RIAs, There’s A War On For Students

November 20, 2017

“The war for talent starts at the undergraduate level,” said Kate Healy, managing director, Generation Next, at TD Ameritrade Institutional.

Shareholders, Market Might Win Most With Trump’s ‘Repatriation’ Tax

November 17, 2017

The Trump administration says the “repatriation” tax will be money and jobs back to the United States, but shareholders and the stock market are the likely big winners.

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Insurers Plan To Improve Portal Shortcomings In 2018

November 17, 2017

A survey revealed many insurers gave themselves failing or barely passing grades on their portal capabilities. But carriers have plans to turn that situation around.

House GOP Scores Victory In Passing Tax Overhaul

November 16, 2017

Republicans moved one step closer to achieving the top item on their legislative agenda as the House passed a bill to overhaul the tax code.

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Checking The Temperature Of The Health Insurance Sector In the Age Of Trump

November 16, 2017

Right now, health insurance stocks are going great guns. But will the Trump administration’s recent actions on health care change that?

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Could Ending The Individual Mandate Drain The Risk Pool?

November 15, 2017

Senate Republicans want to kill two birds with one stone by including a repeal of the Affordable Care Act’s individual mandate in its tax reform bill. What effect will this have on the marketplace?

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Nudging Clients to Rebalance Their Portfolios

November 15, 2017

Portfolio rebalancing is a critical risk-mitigating strategy, portfolio managers say. So why do many clients overlook this key task? A new study aims to provide a few answers.

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Insurers Beat Expectations In Q3, But Can It Last?

November 14, 2017

There was good news and not-so-good news for insurers in the third quarter. Our Cyril Tuohy breaks it down.

Senate GOP Wants To Repeal Individual Mandate In Tax Bill

November 14, 2017

Republicans in Washington were unable to repeal the Affordable Care Act, so they are using their tax bill to get rid of a key provision of the health care law.

Broker Protocol Faces Uncertain Future After Morgan Stanley Decision

November 14, 2017

Wirehouse Morgan Stanley is leaving the broker protocol, an agreement to prevent lawsuits in the wake of advisors departing for other firms. Will other wirehouses follow suit and clamp down on advisor movement?

New Service Makes It Easier To Connect With Health Insurance Brokers

November 13, 2017

The Trump administration is making it easier for consumers to connect with agents and brokers when signing up for coverage under the federal health insurance marketplace, Healthcare.gov.

Senator to Target 401(k)s With Tax Reform Amendment: Report

November 13, 2017

Sen. Orrin Hatch, R-Utah, has submitted an amendment that would tax some retirement plan contributions. The controversial idea has floated around the Capitol for months as Republicans look for $1.5 trillion in revenue to offset corporate tax cuts.

Former HHS Deputy Is Trump’s Nominee To Lead Agency

November 13, 2017

President Donald Trump nominated Alex Azar as Secretary of Health and Human Services (HHS).

Allianz: Buffered Annuity Sales Rise 62 Percent in 3Q

November 13, 2017

Allianz reported that third quarter sales of buffered variable annuities rose 62 percent over the year-ago period in the U.S. This is a sign that advisors have warmed to a small but growing product line within the struggling variable annuity market.

Tax Reform Package Passed Out of House Committee

November 9, 2017

The House Ways and Means Committee passed a tax reform bill on to the full House today. Meanwhile, the Senate Finance Committee released its tax plan.

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American Equity Rides Accumulation FIAs to Strong Quarter

November 9, 2017

American Equity Investment Life focused more on marketing accumulation products, which fueled strong third-quarter gains that beat market forecasts. The strategy is driven by strong market gains, company execs say.

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