Advisor News Articles - Page 6 of 25 - Insurance News | InsuranceNewsNet

Advisor News

Sign in
  • Subscribe
  • About
  • Advertise
  • Contact
Home Now reading Newswires
Topics
    • Life Insurance News
    • Annuity News
    • Health/Employee Benefits
    • Property and Casualty
    • Advisor News
    • Washington Wire
    • Regulation News
    • Sponsored Articles
    • Monthly Focus
  • Exclusives
  • NewsWires
  • Magazine
  • Webinars
  • Free Newsletters
Sign in or register to be an INNsider.
  • INN Exclusives
  • Life Insurance News
  • Annuity News
  • Health/Employee Benefits
  • Property and Casualty
  • AdvisorNews
  • Washington Wire
  • Regulation News
  • Sponsored Articles
  • Monthly Focus
  • INN Exclusives
  • NewsWires
  • Magazine
  • Webinars
  • Free Newsletters
  • Insider Pro
  • About
  • Advertise
  • Editorial Staff
  • Contact
  • Newsletters

Get Social

  • Facebook
  • Twitter
  • LinkedIn

Advisor News

RSS

News, trends and helpful peer advice for financial advisors.

More Stories

William Lako: Plan for health care costs to protect retirement savings

April 20, 2023

According to the Employee Benefit Research Institute, couples 65 and older will likely need between $212,000 and $383,000 to cover their health care costs in retirement. Earmarking nearly $400,000 right out of the gate is a little extreme, if not nearly impossible, for most. First, realize that retirement can last 20 to 30 years, so most investors are looking at…

April 20, 2023
Image showing piggy bank wearing a graduation cap aside stacks of money. Study finds most Americans want to achieve financial literacy.

Study finds most Americans want to improve their financial literacy

More than three-quarters of Americans wish they had more financial literacy in topics like saving, investing, retirement, and budgeting, a recent study finds.

April 19, 2023
Image shows Taylor Swift in front of an FTX sign.
Taylor Swift is the lone celebrity to ask whether FTX was peddling unregistered securities.

Taylor Swift the only celebrity to ask if FTX was pushing ‘unregistered securities’: attorney

Singer and megastar Taylor Swift is the lone celebrity pursued by disgraced cryptocurrency developer Sam Bankman-Fried who asked the right questions about FTX, an attorney suing SBF said Tuesday.

58% of American adults report rising costs as a top financial concern

April 19, 2023

Against a backdrop of economic challenges, adults are beginning to feel less positive about the current state of their finances in 2023, according to the latest findings from the New York Life Wealth Watch survey.

April 19, 2023
Image shows a man behind a chart graph.
Interest rate fluctuations are having plenty of implications for life insurers.

Life insurance companies would love higher-rate bonds, but accounting standard would not, Conning reports

Life carriers would love to trade their low-interest bond for new higher-rate ones, but an NAIC accounting standard dissuades them from taking the short-term hit, according to Conning.

There's a credit crunch across the country

April 19, 2023

It's the sound of credit crunching all across America. For example, recent data from the Federal Reserve show that commercial bank lending fell by over $100 billion in the two weeks ending March 29. Lending is down partly because there are fewer deposits to lend out: Since the Federal Reserve began to raise rates about a year ago, deposits leaving the banking…

How this Uber driver’s $180,000 investment turned into a nightmare

April 19, 2023

Uber Black is the rideshare company's most luxurious tier offering. So you can imagine the driver's dismay when Uber- Get Free Report unceremoniously kicked him off of the app for suspected fraud. Uber driver using the app.Shutterstock.

April 19, 2023
Image showing well-dressed Asian men and women. Study looks at motivators, challenges of affluent Asian Americans.

Study looks at motivators, challenges of affluent Asian Americans

A recent report by Merrill Wealth Management is shedding light on the unique motivators, priorities and challenges faced by affluent Asian American and Pacific Islanders (AAPI) in the U.S.

Is this a financial crisis? 4 in 10 investors say yes

April 18, 2023

After living through previous crises, only 36% of investors have confidence surviving the next one. Those with advisors feel more secure.

77% of Americans feel inflation threatens their retirement savings

April 18, 2023

D.A. Davidson & Co. announced survey results revealing that more than three-quarters of Americans (77%) report that inflation is impacting, or will impact, their ability to save enough money for retirement – a significant increase from 64% surveyed in April 2022.

Profits at big U.S. banks show few signs of industry distress

April 18, 2023

Despite a pair of historical bank failures last month which put the nation's banking industry into crisis mode, the nation's biggest banks posted strong profits last quarter, helped by higher interest rates and a U.S. economy that keeps adding jobs and growing even as the Federal Reserve attempts to curb inflation. JPMorgan Chase& Co. posted a 52% jump in its…

April 18, 2023
Image of a millennial-aged man looking worries as dollar bills whirl around him. Economy hits millennials' ability to build wealth.

Economy hits millennials’ ability to build, transfer wealth

Ongoing economic turmoil has severely impacted millennials’ ability to build and transfer wealth, according to a new survey.

A year after crypto's crash, Philly Bitcoin believers hold on to hope

April 17, 2023

Apr. 17— At age 73, Yoav Zohar is an outlier among the Millennials and Gen Z who make up most of the cryptocurrency community. So when it comes to crypto— digital money that isn't tied to a central bank— Zohar won't hold more than $5 worth. Then came high-profile scandals, including the downfall of the exchange FTX and its billionaire-turned-fraudster CEO Sam…

Jorgen Vik: Don't panic over Social Security rumors, reports

April 17, 2023

And handwringing about the health of the Social Security retirement program. It points out that the Social Security trust fund— currently valued at $2.8 trillion, according to the latest report— will run out of funds in 2033.. Over the past almost 40 years, the money collected by way of Social Security payroll taxes, taxes on the benefits themselves, and interest on…

What’s your client’s retirement income style?

April 17, 2023

In December 2021, Iwrote a favorable review ofWade Pfau’ s "Retirement Planning Guidebook" published byRetirement Resources. Pfau has produced a second edition of his book, which addresses all the major regulations passed since then. The book covers investments, withdrawal options, annuities, Social Security, Medicare, health insurance, long-term care options,…

Stocks dip after inflation data, Fed economists' warning

April 17, 2023

NEW YORK- Stocks dipped to close an up-and-down Wednesday on Wall Street following the latest update on inflation and the latest warning of a possible recession. The main focus for more than a year on Wall Street has been high inflation and how much painful medicine the Federal Reserve will have to dole out to contain it. That's still well above the Federal…

April 14, 2023
5 Minute Finance logo

Managing risk amid banking crises and economic turmoil

It’s natural for clients to worry about the security of their investments when the market reacts to surprising bad news – but we advisors needn’t wait for dire headlines to address portfolio risk with clients.

Colorado man charged with securities fraud and forgery

April 14, 2023

Daniel Todd Levine was indicted on April 6 on eight counts of securities fraud and 11 counts of forgery of…

Your Money: The importance of rebalancing your retirement portfolio

April 14, 2023

I am a staunch believer in understanding and knowing your individual risk tolerance for your investment portfolio. In other words, it is vital to know how comfortable you are with the risk in your portfolio. Of course, there is always a risk when investing whether that be in the stock market or bond market.

When leaving an unequal inheritance makes sense

April 14, 2023

For many people, one of the key steps in estate planning is making sure their children are treated fairly when it comes to inheritance. But "fair" doesn't always mean "equal," especially if your family situation or assets are complicated. According to data from the University of Michigan's Health and Retirement Study, the proportion of parents over 50 who reported…

Pagination

1 … 4 5 6 7 8 … 20

- Presented By -

Top Read Stories

  • Why MYGAs are enjoying a renaissance
  • Annuity sales on steady ‘positive trajectory’ through 2027, LIMRA predicts
  • Product bundling, information key to annuity, LTCi purchases, studies show
  • Conning: Growing demand for in-plan annuities creates opportunity for insurers
  • 3 steps to mitigate financial risks in retirement
More Top Read Stories >

Press Releases

  • International Industry Leaders Convene at Global Insurance Symposium
  • RFP #T01623
  • Insurity Event Response Guide: P&C Insurers Can Dramatically Reduce Time Spent on Event Response with Intuitive, Proactive Data Analysis
  • Shae Lucabaugh Joins TBX® as Senior Director of Operations
  • Insurity to Provide Sure Claims Payments as a Standalone Offering, Allowing Insurers to Go Live with the Cloud-Based Solution in Just 4 Weeks
More Press Releases > Add Your Press Release >

How to Write For InsuranceNewsNet

Find out how you can submit content for publishing on our website.
View Guidelines

Topics

  • Life Insurance News
  • Annuity News
  • Health/Employee Benefits
  • Property and Casualty
  • Advisor News
  • Washington Wire
  • Regulation News
  • Sponsored Articles
  • Monthly Focus

Top Sections

  • Life Insurance News
  • Annuity News
  • Health/Employee Benefits News
  • Property and Casualty News
  • AdvisorNews
  • Washington Wire
  • Insurance Webinars

Our Company

  • About
  • Editorial Staff
  • Magazine
  • Write for INN
  • Advertise
  • Contact

Sign up for our FREE e-Newsletter!

Get breaking news, exclusive stories, and money- making insights straight into your inbox.

select Newsletter Options
Facebook Linkedin Twitter
© 2023 InsuranceNewsNet.com, Inc. All rights reserved.
  • Terms & Conditions
  • Privacy Policy
  • AdvisorNews

Sign in with your Insider Pro Account

Not registered? Become an Insider Pro.
Insurance News | InsuranceNewsNet