Department of Labor regulators clarified a rule tightening investment advice standards to allow insurance companies to continue to sell life insurance and annuities into retirement accounts under an exemption.

LGBT market estimates range from as low as 9 million to as high as 18 million adults age 18 and older, many of whom say they need help with financial decisions.

Hearing on insurance agency request for a preliminary injunction to be heard Aug. 24. Plaintiffs say DOL fiduciary rule unlawfully regulates fixed indexed annuities.

In a new study of the advisor-client relationship, only 43 percent of respondents said their primary advisor has a long-term commitment to them.

American investors might be looking for the door out of the international market, but advisors say now is not the time to flee.

Employees are generally contributing far less than they could to their health savings accounts, according to a new study. HSAs are tax-free and can help Americans better plan for retirement, experts say.

Pricing financial services and advice based on the client’s total assets under management is an antiquated model that isn’t resonating with millennials, experts say.

While advisors look ahead to how the fiduciary rule will affect their practices, many are wrestling with the question: Should I “license up” or “license down”?

Advisory proposes a national retirement public policy framework, including auto-enrollment and multi-employer plans (MEPs). The Obama administration is working with Republicans on many of the same ideas.

FMO owners have three paths to doing business in compliance with the Department of Labor fiduciary rule, two of which involve taking on more liability. Which path will prove most popular?

A new Charles Schwab survey finds that 65 percent of RIAs expect the DOL fiduciary rule to create more compliance costs for their firms and 62 percent said they expect changes in how they communicate with clients.

Financial advisors looking for a path away from negative rates for client retirement portfolios need to get creative, says legendary bond trader Bill Gross.

By 2019, there will be an estimated 10 roboadvisors left but they will serve about 1.1 million clients, according to one consultant, up from about 300,000 today.

Study finds that CEO bonus pay at major insurers in line with performance. Bonuses down in 2015 after major carriers posted revenue losses.

Workers love annuities when they are explained, new study points out. There are a myriad of moves plan sponsors can undertake to better promote annuities to this welcoming audience, study adds.

House vote to override Obama veto of bill killing the Department of Labor fiduciary rule fails Wednesday night. Opponents continue to fight DOL rule in court.

Improved agent portal experiences are helping all involved improve the processes and sell more product, according to a new report from Novarica.

Life insurance sales are barely mentioned in the controversial Department of Labor fiduciary rule. But it is expected that sales of life insurance will be treated the same as annuities when made with qualified retirement plan money.