New York State regulators seek information from insurers to determine whether they are using external data sources to underwrite life insurance coverage.

Nationwide becomes the latest company to offer its first fee-based fixed indexed annuity. The new products are being developed in response to the Department of Labor fiduciary rule.

How does an advisor plan for the client who wants to work in retirement? Such a plan can improve the retirement outlook, but the pitfalls include unrealistic expectations.

With regulation, technology and other factors creating great change within the industry, financial advisors have plenty of career choices to consider. Fee-based and dually registered advisors are expected to fare well in the coming years.

What licenses do you need to sell various financial products in a Department of Labor fiduciary rule world? Our Kim O’Brien discusses the various licenses and dismisses some incorrect information.

With online advice models gaining momentum in the financial services world, many traditional advisories are adopting ‘hybrid’ models that combine both robo and human aspects. Prices for these services vary, a new study found.

A draft House appropriations bill for the Department of Health and Human Services (HHS) would defund the health insurance navigators program.

Fee-based consolidators of investment advisors are closing bigger and bigger M&A deals, analysts say. Seven of the top 10 brokers measured by AUM who moved from the captive channel to the independent channel between 2009-15 move to consolidators.

President Donald J. Trump has vowed to ease or get rid of regulations across the business world. So why are government agencies ramping up investigations of registered investment advisors?

Brighthouse Financial will eliminate surrender charges on a universal life (UL) insurance policy, a move that will give policyholders more flexibility.

Nearly a quarter (24.6 percent) of the U.S. population ages 0 to 17 years old was Hispanic in 2015, an increase from 17.1 percent in 2000, new data finds. This demographic is historically underserved by life insurance.

The annual rate of retirement health care costs is growing (5.47 percent) at double the annual growth rate of Social Security cost-of-living adjustments, a new study finds. What can clients do to prepare?

New annuity research tool by Beacon Annuity Solutions will help advisors demonstrate that their recommendations are in the best interest of clients, a company executive says.

As part of its review of the Obama administration’s fiduciary rule, Department of Labor regulators are expected to consider returning fixed indexed annuities to a less-stringent exemption.

The Department of Labor is prepared to help advisors survive under the new fiduciary rules by possibly carving out new exemptions and amending existing ones, according to documents published Thursday. Is it the lifeline the industry seeks?

The Impartial Conduct Standards in the Department of Labor fiduciary rules have caused some confusion. Our Kim O’Brien is here to sort it all out.

Deciding when to take Social Security benefits can be one of the most important decisions an advisor helps a client to make.

Assets gathered by multi-family offices grew 13 percent annually over the three-year period ending in 2015, according to new data. That surpasses the growth in the hot registered investment advisor (RIA) field. What does it mean?