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March 6, 2025
Image of a business district with a large "Lemonade" sign wrapping around a corner building. Has-insurtech-Lemonade-finally-turned-the-corner.

Has insurtech Lemonade finally turned the corner?

Lemonade shares increased 94% in the last three months, based on recent performance. Can profitability be close behind?

March 5, 2025
Image shows the words "opt out" with a Blue Cross Blue Shield logo in the background.
A group of medical providers is opting out of a settlement over Blue Cross Blue Shield antitrust claims.

Health providers opt out of $2.8B BCBS antitrust settlement, file lawsuits

A group of medical providers, led by the Temple and Penn State health systems, opted out of a Blue Cross Blue Shield antitrust settlement and filed their own lawsuit Tuesday.

March 5, 2025
Illustration of an advisor and client with a thought balloon overlapping, with the words "Retirement Planning" with letters cut out. What-are-the-key-gaps-advisors-miss-in-retirement-planning-conversations.

Study: key gaps advisors miss in retirement planning conversations

Alliance for Lifetime Income’s 2024 annual study finds significant gaps between financial professionals and investors.

March 5, 2025
T. Rowe Price logo overlaying an image of money with a symbolic small plant flourishing in the bright light. T-Rowe-Price-Trends-that-will-shape-retirement-in-2025.

T. Rowe Price: Trends that will shape retirement in 2025

T. Rowe Price offers their research-based insights on major themes they expect to shape the retirement landscape this year.

March 5, 2025

February Annuity Index Report

Below is the February edition of the Salt Financial Annuity Index Report available for download: Salt Financial – Annuity Index…

March 5, 2025

The web of factors behind rising P/C premiums

Rising insurance costs are often blamed on climate-related disasters, but the reality is far more complex.

March 5, 2025
Image shows an umbrella and the word "reinsurance."
Regulators are trying to find common ground on a reinsurance guideline.

Regulators: Reinsurance asset testing guideline may face legal issues

Regulators are ready to hit the home stretch on an asset adequacy testing guideline for offshore reinsurance. But that does not mean everyone is happy.

March 5, 2025
Image showing multiple fever graphs, with the logos for Securian Financial and Inslyft overlapping. Securian-and-InsLyft-launch-innovative-Hindsight-index.

Securian and InsLyft launch innovative Hindsight Indexed Account

Hindsight Indexed Account offers policyholders greater diversification by including three reference indices.

March 4, 2025
Robert F. Kennedy Jr. Will-RFK-Jr-make-America-healthy-again.
U.S. Secretary of Health and Human Services Robert F. Kennedy Jr.

Will RFK Jr. make America healthy again?

Robert F. Kennedy Jr. has been tasked with leading the charge of making America healthy again? How might he do it?

March 4, 2025
Darcy Rittinger, chief risk officer, Cover Genius.
Darcy Rittinger, chief risk officer, Cover Genius.

Cover Genius CRO: Lack of AI regs is insurtech’s ‘biggest challenge’

A lack of regulation of AI usage in insurance is one of the biggest challenges facing the insurance industry today, says Cover Genius’ CRO.

March 4, 2025
Illustration of corporate executives with the United Healthcare logo overlapping the image. UnitedHealth-says-its-execs-did-not-cause-stock-price-to-tank.

UnitedHealth says execs kept no secrets, asks court to toss lawsuit

UnitedHealth Group and top executives are asking a Minnesota court to toss a shareholder lawsuit alleging that it caused stock prices to dive by withholding damaging information.

Wisconsin releases enforcement actions for February

March 3, 2025

The Wisconsin Office of the Commissioner of Insurance recently released a list of administrative actions for February. The actions are…

March 3, 2025
Image shows the SEC logo and Jeffrey Cutter
A judge is allowing the SEC to call disputed witness in its upcoming trial over annuity sales made by advisor Jeffrey Cutter.

Judge sides with SEC in allowing disputed witnesses in Cutter case

A Massachusetts judge will allow the Securities and Exchange Commission to call five disputed witnesses in an upcoming trial over annuity sales by advisor Jeffrey Cutter.

March 3, 2025
Image showing a magnifying glass hovering over a financial statement's asterisk. Does-your-investor-client-know-how-much-they-pay-in-fees.

Does your investor client know how much they pay in fees?

Does your investor client understand the fees they are paying? A recent Hearts & Wallets study answers this question.

March 3, 2025

Get friends to do business: 2 distinct approaches

Broadcasting vs. narrowcasting: Which approach works best?

March 1, 2025

Prospecting: Beyond the steak dinner

Forget cold calling and free dinners! Advisors are finding novel ways to connect with prospects and turn them into clients.

March 1, 2025

Is the ‘Age Wave’ a retirement tsunami? — With Ken Dychtwald

‘Age Wave’ think tank founder Ken Dychtwald discusses the implications of aging, health and financial wellness

March 1, 2025

The science of security — with Bronwyn Martin

Bronwyn Martin brings the analytical skills she learned in the scientific field to provide advice to ‘the millionaires next door.’

March 1, 2025

Whatever happened to DEI?

Diversity, equity and inclusion programs face backlash as many companies eliminate or revamp them.

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