Many individuals prefer texting for both personal and business purposes, so advisors are likely to receive texts from clients.
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An increasing number of small-business owners are looking beyond traditional retirement plan support when using financial advisors and are turning to them for financial planning that expands their access to a wide range of plans.
Legacy Marketing Group and Malibu Life USA have partnered to launch two fixed indexed annuities, expected to debut in September 2026.
Clients often delay a life insurance purchase because they think they’re too young and too healthy to need it.
Women represent one of the most significant opportunities in financial planning, but advisors must help women build and protect their financial independence.
Regulators said the action is intended to protect policyholders and ensure claims continue to be paid during the supervision process.
The industry has the tools it needs. What’s missing is the roadmap for how to use them.
SEC pushes Vanguard Fair Fund distribution plan to 2027.
Why agents can’t afford to stay silent.
The most significant gap that tends to emerge when adult children take over their parents’ finances is long-term care and other related health care expenses.
If you are not a leader in the AI race, what makes you stand out?
A judge has ruled that three insurers do not have to provide coverage for Newport Group’s potential liabilities from a retirement plan dispute.
Too often, advisors only focus on a client’s primary residence and overlook their vacation or second home.
A gray divorce, typically couples who are age 50 and older, can be one of the biggest financial transitions someone experiences.
It only takes one unexpected injury or illness to derail your financial plans.
As wildfires occur more frequently, research shows that breathing wildfire-related particulate matter is as hazardous to health as smoking cigarettes.
Record IUL growth is raising the standard for case design, consumer education and long-term policy service as financial professionals move through the second half of 2026.
Advisors would be wise to heed their own advice when it comes to planning for the transition of their business.
While many insurers are moving to adopt AI across various aspects of their businesses, claims payouts are being overlooked.
The loss of a spouse can shake a client’s emotional and financial foundation. That’s why a life insurance conversation is vital.
