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December 23, 2024
Photo illustration showing a game board with many pieces and a playing piece with the image of the U.S. Capitol dome and a question mark. Cyber-security-regulation-under-Trump-a-question-mark-for-now,

Expert: Cybersecurity regulation under Trump a question mark for now

With the top U.S. cybersecurity official making her exit, the incoming administration’s next move anyone’s guess.

North Carolina Department of Insurance makes 2 arrests for insurance fraud

December 23, 2024

North Carolina Insurance Commissioner Mike Causey today announced the arrest of Joshua Hall, 42, of 2001 Woodtop Court, Charlotte. Hall…

December 23, 2024
Image of a financial planner creating a financial plan, with financial graphs and charts in the background. Whats-ahead-for-the-market-in-2025,

Goldman Sachs, others weigh in on what’s ahead for the market in 2025

As 2024 comes to a close, financial advisors are turning to market forecasts for 2025 to gain insights into future trends.

December 20, 2024
Photo illustration of a consumer wearing a business suit, against a backdrop of financial charts and graphs. Consumer-feelings-of-being-experienced-investors-at-highest-since-2010 (1).

How is consumers’ investing confidence impacting the need for advisors?

Feelings of being experienced investors are at the highest for consumers since 2010, even as receptivity toward paying for advice improves.

December 20, 2024
Illustration of one runner ahead in a race while another is stuck behind in the "4%" lane. Balance-of-withdrawals,-annuitization-outshines-4-percent-rule-for-retirees

Can a balance of withdrawals and annuities outshine the 4% rule?

A strategic balance of annuities and systematic withdrawals is key to optimal retirement outcomes, a new study found.

December 19, 2024
Man in business attire is holding a financial paper, but is blindfolded. Are-insurtechs-overlooking-the-basics-of-fraud-detection.

Are insurtechs overlooking the basics of fraud detection?

While insurance companies are concerned about emerging AI fraud challenges, an industry expert suggests they focus on the basics for now.

December 19, 2024
Image shows a computer screen.
Connecticut regulators are proceeding with the financial monitoring of PHL Variable.

Q and A: Connecticut regulators discuss PHL Variable rehab efforts

Connecticut Insurance Department regulators are busy unwinding the finances of PHL Variable Insurance Co. and its subsidiaries. The department agreed to answer a few questions about its efforts.

December 18, 2024
Image shows a tunnel with light at the end.
Advisors struggle when it comes to their own retirement.

The light at the end of the tunnel: Selling and valuing your advisory practice

All too often, advisors haven’t adequately addressed their own retirement. As the expression goes, the cobbler’s children often have no shoes.

December 18, 2024
Image shows the words "A-Cap" and a gavel.
South Carolina regulators are concerned about an A-Cap life insurer.

South Carolina bars A-Cap insurers from writing new policies in 2025

South Carolina became the second state this month to bar an Advantage Capital Partners-controlled life insurer from writing new business after Dec. 31.

December 18, 2024
Image of two insurance industry workers reviewing impacts of technology. MGAs-embrace-technology-to-lead-insurance-industry-innovation.
Managing General Agents (MGAs) are increasingly turning to technology to stay competitive and drive innovation in the insurance industry.

MGAs embrace technology to lead insurance industry innovation

Managing General Agents (MGAs) are increasingly turning to technology to stay competitive and drive innovation in the insurance industry.

December 18, 2024
Illustration of a cookie made to look like a dollar bill. Economy-in-a-sweet-spot-but-some-concerns-ahead.

Economy ‘in a sweet spot’ but some concerns ahead

The U.S. economy “is in a sweet spot,” an economist said during a recent webinar.

December 18, 2024
Image includes a cyrpto picture and a photo of the U.S. Capitol.
Cryptocurrency regulation is expected in the first 100 days of the Trump administration, analysts say.

Trump, Capitol allies likely looking at quick cryptocurrency legislation

Of all the issues the incoming 119th U.S. Congress has on its plate cryptocurrency might generate the swiftest action and biggest headlines.

December 17, 2024
Photo illustration of a panel seated around a table discussing an issue, with the SEC seal overlaying the image. SEC-panel-reviews-mandatory-arbitration-clause-in-investment-advisory-agreements.

SEC panel reviews mandatory arbitration clause in investment advisory agreements

RIAs were the focus of a recent SEC Investor Advisory Committee meeting over mandatory arbitration provisions.

December 17, 2024
Illustration of a cartoonish figure panicking as he looks through regulations and requirements. SB-263-expected-to-bring-chaos-to-Calif-insurance-annuity-sales-come-Jan-1.

SB 263 expected to bring chaos to Calif. insurance, annuity sales come Jan. 1

California’s new best-interest insurance sales bill (Senate Bill 263) could bring chaos to consumers and agents come Jan. 1.

December 17, 2024
Photo illustration showing Social Security cards and money behind a large "62" that has been crossed out. Proposal-to-raise-Social-Security-age-under-fire

Proposal to raise Social Security age under fire

Raising the retirement age is just another way of saying, “Cut Social Security,” said the executive director of a Social Security advocacy organization in the wake of a congressman’s recent suggestion that full retirement age should be pushed back.

December 17, 2024
Image shows the UnitedHealth Group logo
UnitedHealth Group will pay $69 million to settle a lawsuit over 401(k) investment options.

UnitedHealth Group agrees to $69 million settlement in 401(k) suit

UnitedHealth Group will pay $69 million to settle a class-action lawsuit brought by an employee alleging mismanagement of their 401(k) plan.

December 17, 2024

What life insurance can (and can’t) do for a retirement plan

Life insurance can add bulk to a well-rounded retirement plan.

December 16, 2024
Image shows a mother and a child along with Sen. Ron Wyden, D-Ore.
Sen. Ron Wyden, D-Ore., wants to tax private placement life insurance.

Sen. Ron Wyden takes on private placement life insurance with new bill

New legislation from Sen. Ron Wyden, D-Ore., would reclassify and tax life insurance primarily used by the ultra-wealthy.

December 16, 2024
Illustration showing the state symbols of Ohio and Oklahoma with the words "ESG Pushback" overlaying. Ohio-Oklahoma-push-back-on-ESG-investing.

Ohio, Oklahoma push back on ESG investing

The pushback against ESG investing continues as two more states took action to quash progressive factors in financial decision-making.

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