The CFP Board has convened an AI Working Group to explore how artificial intelligence is transforming the financial planning ecosystem and to define the evolving role of human expertise in the future.
Professional associations representing the agent community have come out against United Healthcare’s recent decision to eliminate agent commissions across more than 100 Medicare Advantage plans in more 20 states.
Retirement is not a one-time event; it is a dynamic phase of life that requires a vision of what the post-employment years will look like for each individual and how that vision will be funded.
The increase in births to women in their prime wage-earning years coincides with a spike in interest in disability and paid leave benefits among women in that age group.
The long-term care issue is receiving plenty of attention — both from the explosive growth of LTC riders attached to life insurance, as well as several state and federal proposals.
Phillip Roy Wasserman is expected to get another day in court to make his case that state and federal agents broke the law during investigations that led to his fraud conviction.