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.

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

Broadcasting vs. narrowcasting: Which approach works best?

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

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

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

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

Startup founders may have a lot on their plates as they begin their new venture, but they need this type of coverage.

The life insurance gap for women represents an opportunity for advisors.

Planning for LTC is planning for a client’s peace of mind.

The rise of technology, particularly artificial intelligence, has revolutionized the way professionals identify, connect with and build relationships with potential clients.

How will Congress implement the new president’s agenda?

How savvy advisors can effectively prospect within their own books of business.

Fixed annuity contracts can fund a type of defined benefit plan for business owner clients.

How to reach clients and prospects without overworking your team.

Dispelling three common myths surrounding disability insurance for ultra-high-income earners.

Total 2024 annuity sales raced to another record, according to Wink’s Sales & Market Report, even if the industry did close the year on a down note.

Globe Life, Inc. faces a pair of lawsuits filed this week over a June 2024 data breach that exposed as many as 850,000 policyholders.