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January 7, 2026
Illustration shows a downward financial graph line rebounding off a trampoline and bouncing upward.

Most Americans optimistic about a financial ‘resolution rebound’ in 2026

Although most Americans fell short of their financial resolutions in 2025, most are optimistic 2026 will be their year for a “resolution rebound.”

January 6, 2026

Mitigating recession-based client anxiety

Although the U.S. is not officially in a recession, many consumers are already carrying the mental baggage of planning for one.

January 6, 2026

House to consider extension for expired ACA subsidies

House Speaker Mike Johnson, R-La., said he plans to bring a bill on extending the Affordable Care Act enhanced tax credits to the House floor this week.

January 6, 2026

AIG CEO Peter Zaffino to step aside by mid-2026; succession plan revealed

American International Group announced Tuesday that Chairman and CEO Peter Zaffino will transition to executive chairman of the board by the middle of 2026.

January 6, 2026
Illustration showing the cycle of investment with an ROP annuity feature. Using-annuities-as-a-legacy-tool--Return-of-purchase-price-ROP-feature.

Using annuities as a legacy tool: The ROP feature

Bandhan Life announced iRetire, a life annuity with a return of purchase price feature that provides lifetime income and a legacy.

January 5, 2026

Is home insurance the new housing crisis?

In today’s housing market, the ongoing rise in home insurance costs has introduced a new factor to the affordability equation.

January 5, 2026
Image of a gavel striking with the words "PHL Variable" overlaid.

Conn. regulators prep PHL Variable for liquidation after selloff fails

Conn. regulators say a sale of troubled PHL Variable Insurance Co. life blocks is no longer feasible, and liquidation is the next step.

January 2, 2026

OBBBA and New Year’s resolutions

The “One Big Beautiful Bill Act” didn’t just change tax rules or policy language — it changed how prospects feel.

December 30, 2025

Structuring a successful insurance company sale

The successful sale of an insurance business starts with a strong valuation.

December 30, 2025
Photo illustration showing a senior citizen in a field of flowers with her eyes closed.

Retirement optimism climbs, but emotion-driven investing threatens growth

American workers are feeling more optimistic about their retirement finances, but that optimism may be masking some underlying risks.

December 29, 2025
Illustration showing icons representing new investing channels. Investor-use-of-online-brokerage-accounts,-new-investment-techniques-rises.

Investor use of online brokerage accounts, new investment techniques rises

Investors’ use of online brokerage accounts and newer investment techniques, such as crypto, ETFs, and options trading, are on the rise.

December 24, 2025

It’s the most accident-prone time of the year

What holiday driving trends reveal about risk, claims and coverage gaps.

December 22, 2025
Image shows Greg Lindberg
A North Carolina court ruled against loosening strict limits on asset movement within his former holdings.

Judge rules against loosening receivership over Greg Lindberg finances

A bid by disgraced financier Greg Lindberg to loosen the receivership controls over his business assets was rejected last week by the North Carolina Court of Appeals.

December 22, 2025
Image shows a grid of piggy banks
Under a new bill, employers with at least 10 employees would be required to provide or arrange for access to an automatic retirement contribution plan for employees.

Bill aims to boost access to work retirement plans for millions of Americans

Under the Automatic IRA Act of 2025, employers with at least 10 employees would be required to provide access to an automatic retirement contribution plan.

3 ways to recharge during holidays and gear up for 2026

December 19, 2025

Being a financial advisor is a demanding career; balancing client needs, business responsibilities and personal life can often make the year a blur.

December 19, 2025

How OBBBA is a once-in-a-career window

Here is what this bill actually means for your prospects and how you — the advisor —can move the money to where it does the most good.

December 18, 2025

The 2025-2026 risk agenda for insurers

The insurance regulatory and risk landscape was demanding in 2025 — and all signs point to 2026 being even more complex.

December 18, 2025
ACA

House OKs health bill without extending ACA credits

The Affordable Care Act cost cliff likely will hit as Americans ring in the New Year, now that the House of Representatives approved an alternative health care bill that does not include extending enhanced tax credits that are due to expire Dec. 31.

December 17, 2025
Image shows several men
There are many aspects of fitting in with your broker-dealer.

5 things I wish I knew before leaving my broker-dealer

Change is inevitable in the financial services industry. Regulations evolve, technology advances, and client needs shift.

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