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December 22, 2025
Image shows Greg Lindberg
A North Carolina court ruled against loosening strict limits on asset movement within his former holdings.

Judge rules against loosening receivership over Greg Lindberg finances

A bid by disgraced financier Greg Lindberg to loosen the receivership controls over his business assets was rejected last week by the North Carolina Court of Appeals.

December 22, 2025
Image shows a grid of piggy banks
Under a new bill, employers with at least 10 employees would be required to provide or arrange for access to an automatic retirement contribution plan for employees.

Bill aims to boost access to work retirement plans for millions of Americans

Under the Automatic IRA Act of 2025, employers with at least 10 employees would be required to provide access to an automatic retirement contribution plan.

December 22, 2025

A new era of advisor support for caregiving

Caregiving is shaping families in a powerful way.

December 22, 2025
Illustration of two millennials looking at potential homes and considering buying a home vs. saving for retirement.

Millennial Dilemma: Home ownership or retirement security?

Millennials face an unprecedented financial squeeze: Many believe they will have to choose between homeownership and retirement security.

3 ways to recharge during holidays and gear up for 2026

December 19, 2025

Being a financial advisor is a demanding career; balancing client needs, business responsibilities and personal life can often make the year a blur.

December 19, 2025

How OBBBA is a once-in-a-career window

Here is what this bill actually means for your prospects and how you — the advisor —can move the money to where it does the most good.

December 19, 2025
Illustration showing "HSA" in a basket on a front porch, with a note pinned to the basket. Whats-behind-HSA-FSA-adoption.

What’s behind HSA, FSA adoption?

HSA and FSA users and non-users have some common attitudes and behaviors, said Heather Ruff, Visa senior account executive, health care and employee benefits.

December 19, 2025
Intergrity marketing. Integrity-leans-into-diversity-at-a-time-when-others-shy-away

Integrity Marketing Group leans into DEI, honored by Newsweek

In a political climate that has moved decidedly away from diversity, equity and inclusion efforts, Integrity Marketing Group is leaning into DEI.

December 18, 2025

The 2025-2026 risk agenda for insurers

The insurance regulatory and risk landscape was demanding in 2025 — and all signs point to 2026 being even more complex.

December 18, 2025
ACA

House OKs health bill without extending ACA credits

The Affordable Care Act cost cliff likely will hit as Americans ring in the New Year, now that the House of Representatives approved an alternative health care bill that does not include extending enhanced tax credits that are due to expire Dec. 31.

December 18, 2025
Illustration showing a flexible life insurance policy. Consumer group calls on life insurers to improve flexible premium policy practices.

Consumer group calls on life insurers to improve flexible premium policy practices

The Life Insurance Consumer Advocacy Center is asking life insurance companies to improve flexible premium policy practices.

December 17, 2025
Image shows several men
There are many aspects of fitting in with your broker-dealer.

5 things I wish I knew before leaving my broker-dealer

Change is inevitable in the financial services industry. Regulations evolve, technology advances, and client needs shift.

December 17, 2025
Illustration showing a small GOP elephant approaching a larger Democrat donkey. 4 GOP reps join Democrats in forcing ACA vote.

4 GOP reps join Democrats in forcing ACA vote

Four moderate Republican congressmen joined Democrats in the House to force a vote on extending the Affordable Care Act enhanced subsidies, which are due to expire Dec. 31, hiking the cost of health care premiums for millions of Americans.

December 17, 2025
Image shows the words, "AI State Regulation Limited."
President Donald Trump wants the federal government to lead the way on AI regulation.

Legislators ‘greatly disturbed’ by Trump order hijacking oversight of AI

An executive order on artificial intelligence issued by President Donald Trump on Thursday is not going over well with state lawmakers and regulators.

December 16, 2025
Image of ship named "ACA Tax Credits" being sunk at sea. GOP-scuttles-vote-on-package-without-ACA-tax-credits.

GOP scuttles vote on package without ACA tax credits

House Speaker Mike Johnson said he won’t call a vote Wednesday to extend enhanced subsidies under the Affordable Care Act.

December 16, 2025
Illustration showing prescription pills, and the words "Medicare Advantage Marketplace," with a fever graph showing the ups and downs of the marketplace. Stabilize-the-Medicare-Advantage-marketplace-Idaho-director-tells-NAIC,

Stabilize the Medicare Advantage marketplace, Idaho director tells NAIC

The Idaho Department of Insurance Director described his state’s actions against unfair trade practices regarding Medicare Advantage plans, while the head of an agents’ association expressed her frustration.

December 16, 2025

Product understanding will drive the future of insurance

As product sales continue to be sold through independent channels, carriers are increasingly reliant on distributors to push a broader portfolio of product offerings.

December 16, 2025
Illustration of a book labeled "LTC Rider Guidelines" and a stick note on the book that says "Read This." LTC-riders-More-education-is-needed-NAIFA-president-says.

LTC riders: More education is needed, NAIFA president says

Carriers must do a better job of educating advisors and consumers about long-term care riders on life insurance policies.

December 16, 2025
Image shows the NAIC logo and a weather map in the background
NAIC regulators are working on several fronts to better understand climate change impacts.

NAIC counters climate impacts with new working groups, risk dashboard

The National Association of Insurance Commissioners is retooling efforts to improve climate change modeling and be better prepared for its impacts on the insurance industry.

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