This year was a busy one for state insurance regulators. They spent thousands of hours picking off the “rotten apples” – insurance advisors who give the profession a bad name by their alleged actions.
Annuities had an up-and-down 2016. The wild ride was reflected in our top 10 annuity stories for the year. Of course, the Department of Labor fiduciary rule was the most significant influencer on annuities.
Environmental, social and governance (ESG) refers to the three central factors in measuring the sustainability and ethical impact of an investment in a company or business. And it’s a growing theory among younger investors.
Now that Donald Trump is assured of being the 45th president of the United States, what do advisors need to know? What will the economic impact be on clients? We have some answers.
The CEOs of the largest 100 companies in the country have retirement funds with a collective worth of $4.7 billion. This is a sum equal to the retirement savings of the 41 percent of U.S. families with the smallest retirement nest eggs, a report found.
Would you be surprised to learn their health tops the list of keys to a fulfilling life for high-net-worth investors? Advisors need to learn what makes HNW investors tick in order to earn their business.
Another court decision goes against the National Association for Fixed Annuities in its legal fight to stop the Department of Labor fiduciary rule. This time, the U.S. Court of Appeals for the District of Columbia Circuit rejected NAFA’s appeal for a preliminary injunction.