Ex-employees sue Verizon over pension transfer deal with Prudential, RGA
A group of ex-Verizon employees filed the latest lawsuit challenging the efficacy of insurance companies managing pension funds.
Caregivers face high stress levels amid lack of support
As the baby boomer generation continues to age, more and more individuals who need long-term care are opting to age in place and receive informal care in their homes, with care being provided by a family member, partner or close friend.
Gary Brecka, Cardones file dueling lawsuits in battle of social media stars
A bitter fight between social media personalities in a fractured business partnership resulted in dueling holiday lawsuits between Gary Brecka and Grant Cardone.
Disability claims skyrocket, raising new puzzle alongside ‘excess mortality’
Along with a baffling rise in post-pandemic mortality rates, the number of Americans claiming disabilities has skyrocketed since 2020.
Overcoming the indecision of prospects
Two industry experts share some tips advisors can use to help convert procrastinating prospects into long-term clients.
What issues top consumers’ list of financial goals for 2025?
As the new year approaches, Americans are prioritizing financial health in their resolutions, with debt reduction near the top of the list.
3 issues investors must be aware of in 2025
Investors must keep their eyes on three issues as they look ahead to the new year, according to a panel of Morningstar experts.
The insurance industry 2025: What’s ahead?
With so many variables swirling around the insurance industry, forecasting what’s ahead is fraught with unusual difficulty.
Americans’ saving, investment product savvy improves, study finds
Consumers are more knowledgeable about their saving and investing products than at any other time in the past decade, a recent study found.
Bull or bear? What are financial advisors’ market expectations for 2025?
Most financial advisors surveyed are bullish on the economy in 2025. How optimistic are they?
Panel: Is the American retirement system ‘broken’?
Experts on an Employee Benefit Research Institute panel discuss whether America’s 401(k) retirement savings plan is broken.
State regulators want to put the kibosh on the Federal Insurance Office
State insurance regulators know what they want from the anti-government fervor inspired by the return of President Donald Trump: elimination of the Federal Insurance Office.
The business case for selling LTC insurance to small-business owners
When it comes to long-term care insurance, it may be a mistake to overlook the benefits for small businesses.
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.
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.
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.
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.
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.
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.
