How to extend wealth, values and relationships over generations…
How the heightened focus on retirement in 2015 will impact the retail retirement marketplace remains to be seen…
Even though many Americans say they want to keep working past normal retirement age, the data paint a different picture…
Variable annuities are on the examination radar of “product-focused concerns” at the Financial Industry Regulatory Authority (FINRA)…
A report on private benefit exchanges finds several important trends affecting employers and consumers…
TC Wealth Management comes to HighTower from UBS Wealth Management and it is HighTower’s first announcement of the year after closing 13 “transitions” in 2014…
Penn Mutual said it has launched Penn Mutual Asset Management, a registered investment advisory (RIA) and wholly owned subsidiary…
Colleagues remember the late CEO of the National Association of Insurance and Financial Advisors as someone who worked to strengthen the bonds between the association and its members…
A U.S. appeals court in St. Louis has ruled in favor of United of Omaha Life Insurance in denying long-term disability benefits…
A family takes a gamble with their health care costs…
“People looking into the future are usually wrong,” said one advisor…
One industry watcher said 2015 sales would be even higher if more financial advisors and agents re-entered the long-term care insurance marketplace…
The demand is growing for annuities that fund pension takeover deals…
Two carriers made major personnel announcements…
The proposed rule aims to reduce opportunities for identity theft while providing access to life insurers…
The U.S. business of group of the Canada-based financial services giant Sun Life Financial has announced that it is making a suite of life and protection products available on a health care exchange hosted by the benefits broker Arthur J. Gallagher & Co…
Employee ratings of their workplaces and benefits offerings are at their lowest levels since 2008, a survey found…
Earlier in 2014, advisors had predicted a strong finish to the stock market at year-end…
The Connecticut Supreme Court has reversed a lower court which ruled in favor of the Connecticut insurance regulator against a group of agents who were terminated due to alleged misconduct while selling life insurance policies to military personnel…
