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July 16, 2025
Image of financial advisors with the U.S. Capitol building in the background. Advisors-Guidance-policy-changes-needed-to-support-caregivers.

Advisors: Guidance, policy changes needed to support caregivers

Most financial advisors are working with clients who have caregiving responsibilities. Most believe caregivers require more support.

July 15, 2025
Robot analyzing insurance company website data. New technology uses AI to help insurers detect fraud.
New technology uses AI to help insurers detect fraud.

New technology uses AI to help insurers detect fraudulent activity

A new AI-powered solution helps insurers detect fraud by flagging unusual user activity directly on an insurance company’s website.

July 15, 2025

Could the insurance industry trigger a new financial crisis?

A series of alarming reports and dire headlines have raised the specter of a new financial crisis — this time triggered not by banks or exotic securities, but by the insurance industry.

July 15, 2025
Image shows people around a table and the word "reinsurance."
The NAIC Life Insurance and Annuities (A) Committee passed a reinsurance asset testing guideline Monday.

NAIC committee unanimously passes reinsurance asset-testing guideline

A new asset-testing guideline for reinsurance deals will result in no direct action, even if regulators uncover negative numbers.

July 15, 2025

Finding the ideal customer for fixed and indexed annuities

There’s a lot of noise out there about annuities, and the issues making the most noise revolve around market uncertainty and an evolving interest rate environment.

July 14, 2025

Why 2025 rate stability belongs to the well-prepared

As macro volatility, climate events and litigation risks continue to challenge pricing stability, insurers are responding with a sharper lens and rewarding the well-prepared.

July 14, 2025

Charitable giving: Cash ‘bad;’ everything else ‘good’

The holy grail of charitable planning is donating a long-term capital gain asset that has appreciated the most.

July 14, 2025
Image shows the Cutter Financial Group and SEC logos.
The SEC is not done investigating potential penalties on Cutter Financial Group.

SEC: Cutter Financial press release on verdict ‘inaccurate and misleading’

The SEC wants to further investigate Cutter Financial Group, including the press release CFG issued in response to an April verdict on SEC charges.

July 11, 2025
Image shows the CMS logo
A new legal challenge seeks to block a Trump administration rule weakening the ACA.

Mayors, liberal groups sue to stop CMS rule cracking down on Obamacare

A coalition of Democratic mayors, liberal advocates and physicians are suing the Trump administration over new rules designed to “undermine”…

July 11, 2025
Image shows the MDRT Annual Meeting in June
MDRT members say their June meeting in Miami Beach was a success.

Sunny beaches and bright ideas: 2025 MDRT Annual Meeting recap

Courtesy of MDRT Thousands of financial services professionals from all over the world gathered in the United States last month,…

July 11, 2025

Health plans must prepare for changes after new rules

Health plans must prepare now for changes in the way Americans access individual market insurance now that the One Big Beautiful Bill has become law and the Centers for Medicare and Medicaid Services finalized the Marketplace Integrity and Affordability Rule.

July 11, 2025
tariffs

Tariffs upend Q3 economic outlook

Tariffs have impacted Morningstar’s third-quarter economic outlook, with predictions that they will push gross domestic product forecasts downward while increasing inflation.

July 10, 2025
Image shows a 5-year symbol recognizing the anniversary of Reg BI.
The SEC's Regulation Best Interest took effect five years ago.

SEC’s Reg BI at year 5: ‘A glass half-full’ as challenges remain

After five years, many advisors and brokers remain divided on the Securities and Exchange Commission’s Regulation Best Interest.

July 10, 2025

Americans prep for possible recession

From dusting off their resumes to going off-grid, Americans are bracing themselves for a possible recession this year.

Integrity hires Said Taiym from Lockton as company’s first COO

July 9, 2025

Integrity, a leading distributor of life and health insurance and provider of wealth management and retirement planning solutions, today announced…

July 9, 2025
Image shows Emmanuel Hostin and the word "Settlement."
American Transit continues to reach agreements with defendants in its wide-ranging insurance fraud lawsuit.

Dr. Emmanuel Hostin settles with American Transit, dropped from lawsuit

American Transit filed a stipulation of voluntary dismissal Tuesday for Hostin and Hostin Orthopaedics & Sports Medicine.

Former insurance agent sentenced to 50 months for stealing $3.7M

July 9, 2025

Formerly licensed insurance agent Tonja Van Roy, 59, who currently resides in Las Vegas, but operated an insurance agency based…

July 9, 2025
Image shows the UnitedHealth Group logo
UnitedHealth faces another round of lawsuits from disgruntled investors.

UnitedHealth facing more lawsuits from disgruntled shareholders

UnitedHealth Group is facing another round of shareholder lawsuits citing the alleged Medicare fraud investigation reported by the Wall Street Journal in May.

July 9, 2025

Demand for annuities: What’s driving it and what’s next

Annuities are seeing record demand, and not just from the usual suspects. It’s a reflection of investors’ evolving priorities.

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