Are we in the midst of a full-blown retirement crisis? Not even close, according to the assessment of several retirement experts who testified before a Senate panel on modernizing U.S. savings policy.
Favorable tax treatment is essential to encourage people to save for retirement, according to a policy position document delivered to the Senate Finance Committee…
A look at actual transactions – not company surveys – shows strong growth for fixed annuities but modest growth for variable annuities…
A study sheds light on health care usage patterns for a health benefits model that employers across the nation are rapidly adopting…
Differing views on how far the financial advisory profession has changed in the past 35 years…
Segmentation strategies allow advisors to tier services with the goal of generating more revenue per client…
Not all millennials are underemployed and deep in debt. Many are doing quite well financially and they are in need of advice on life insurance…
Why working with a financial advisor will help women maximize their Social Security payments…
“Fiduciary September” is being observed by the Institute for the Fiduciary Standard, a nonprofit organization that advocates for rules requiring financial advisors, wealth managers and securities brokers to exercise a fiduciary standard of care toward clients…
From left, Ron Rovner and Jennifer Cuddeford of MetLife with ASG founder Sam Kaufman Agent Support Group (ASG), a Lifemark…
By Cyril Tuohy InsuranceNewsNet A broad-based coalition of labor unions and consumer protection groups has reiterated its support for the…
Many Americans are going to great lengths to see that their furry friends are provided for…
The Iowa Insurance Division wants to combat advertising trends that seem to give consumers a false impression of annuities…
A majority of the five-member Securities and Exchange Commission (SEC) appears in favor of developing uniform fiduciary standards for stockbrokers that are in line with rules governing registered investment advisors…
An annual “Fiduciary September” event raises awareness of the importance of fiduciary principles…
Instead of conducting a thorough analysis of their health care spending, many employees tune out, succumb to inertia, and simply re-enroll with the same plan for the upcoming year…
Advanced analytics have allowed some insurers to underwrite new risks that carriers could not underwrite profitably in the past, a report found…
The increase will be the result of employers covering more people in accordance with the Affordable Care Act (ACA), according to a survey…
Borrowing money to further their professional opportunities was the source of their financial unraveling…
