October is seeing a frenzy of activity centered on generating interest and support for women in the financial services industry.
Retired women are more generous than retired men in giving funds to worthy causes as well as to family members, a study showed. This has implications for retirement planners.
Here is a rundown on how two financial services companies performed in the third quarter.
By Shire Lyon Are you feeling confused about the insurance broker bond you were told you need to have? Don’t…
Thirty-three right-leaning groups call on Congress to defund fiduciary rule.
Advisors who haven’t yet warmed to the idea of competing for business with robos concede that Internet-based models are necessary to capture young investors whose long-term investment needs will grow.
Consumers are failing to plan for long-term care expenses, even though they’re “scared” of the risk, according to a Lincoln Financial study.
Cybersecurity Bill Trimmed by NAIC
A simplified version of the NAIC Cybersecurity Bill of Rights outlines six “rights” consumers can expect from insurance carriers and brokers.
Education Needed to Trigger Annuity Market
Financial professionals are still pushing accumulation strategies when older clients are most worried about outliving their funds, survey says.
Massachusetts school offers Retirement Management Analyst (RMA) designation through online course.
A combination of market factors are conspiring to make third-quarter earnings a struggle for life insurers, analysts say, while advisory based businesses are expected to fare better.
RIAs make up 5 percent of the total advisor population, but control 44 percent of the total advisor-sold defined contribution market.
Advisors Falling Short On Client Suitability Documentation
The findings offer an industry snapshot of where advisors are falling short in compliance.
NAIC passes adopts a Bill of Rights aimed at improving consumer protections.
ERISA expert says DOL fiduciary only rule will be changed, but opponents won’t get all the changes they seek.
The Hispanic market is growing at four times the rate of the overall population, creating opportunity for insurance agents who learn Latino customs.
Our longer lifespans have numerous implications for the variable annuity industry.
A recent partnership between the National Association of Insurance and Financial Advisors (NAIFA) and Women in Insurance & Financial Services (WIFS) comes at a time when research finds women’s ascent within advisories has plateaued.
More Financial Advisors Looking To Go Independent
But if they do, they might not go solo, according to a report.