Despite nominating a moderate to head the Department of Labor, President-elect Donald Trump isn’t likely to be passionate about keeping the latest fiduciary rule around, analysts say.
Most of the 2017 Tax Cuts and Jobs Act is set to expire at the end of 2025. In particular, the estate tax exemption will return to pre-2017 levels. Will Congress act first?
Brian Peterson talks about his path from teacher and coach to president of AmeriLife Group’s Accumulation and Retirement Income Distribution division, and what the future looks like for one of the industry’s largest marketing and distribution businesses.
Insurers argue that the fiduciary rule limits choices for retirees and might make it more difficult to sell annuities and other retirement planning insurance products.
The work of a financial advisor takes a great deal of patience and curiosity. To create the most effective financial plan, it’s important to learn as much as you can about your client’s finances and life goals.
Centene Corp. CEO Sarah London acknowledged “unprecedented times” Thursday morning as the healthcare giant held an abbreviated virtual investor day just days after UnitedHealthcare CEO Brian Thompson was killed.
If wealth management is such an important tool for long-term growth at insurance firms, why have we seen a trend of industry consolidation and wealth arm selloff over the past 10 years?