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August 4, 2025
Image shows money and the SEC logo
The SEC wants a heavy penalty for advisor Jeffrey Cutter.

SEC to court: Fine Jeffrey Cutter up to $700K, force disclosure of verdict

The Securities and Exchange Commission is recommending a fine of $300,000 to $700,000 for advisor-agent Jeffrey Cutter and Cutter Financial Group.

August 1, 2025
Image shows the Genworth logo
Genworth executives touted the 2025 growth in its CareScout segment.

Genworth boosts Q2 picture with expected $750M windfall from UK lawsuit

Genworth Financial enjoyed fortunate timing with a potential $750 million lawsuit windfall coming just days before it reported second-quarter earnings.

August 1, 2025
Image shows the Prudential logo
During Q2, Prudential launched the integration of PGIM's multi-manager model into a single unified asset management business.

Prudential Q2 profits rise as new CEO champions strategic overhaul

Prudential Financial is evolving under new CEO Andy Sullivan and saw second-quarter profits rise as new plans took shape.

July 31, 2025
Image shows the CVS logo
CVS reported a strong second-quarter increase in revenues.

CVS Health grows revenue 8.4% as Aetna streamlines amid rising healthcare costs

While competitors continue to struggle with spiraling healthcare costs, Aetna and CVS are celebrating an 8.4% increase in second-quarter revenues.

July 31, 2025
Lincoln Financial earnings.

Lincoln Financial posts $688M Q2 profit, highlights strategic shift, Bain Capital deal

Lincoln Financial reported strong second-quarter 2025 results that the company said reflects an increasingly diversified earnings mix.

July 31, 2025
Illustration of a signpost with "Retirement 401k with lifetime income" written on it. Workers-want-employers-to-offer-lifetime-income-options-in-401k-plans.

Worker interest rises for employer lifetime-income options in 401(k) plans

A rising number of workers who are saving in 401(k) plans say it is important for their retirement plans to provide life-time income options.

July 30, 2025
Image shows money in the deep background.
The Federal Reserve is leaving interest rates unchanged.

A split Fed leaves rates unchanged despite renewed pressure from Trump

Governors Christopher Waller and Michelle Bowman dissented, advocating for a 25-basis-point interest rate cut.

July 30, 2025
Gen Z member looks up at a rainbow with a smile on her face. Optimism is key to retirement readiness, report finds.
Optimism is key to retirement readiness, report finds.

For Gen Z, optimism is key to retirement readiness, report finds

Optimism might be the real key to retirement readiness, especially for Generation Z.

July 29, 2025
Image shows the UnitedHealth Group logo
UnitedHealth executives assured investors that the insurer is turning things around.

Amid ‘intensifying’ cost of care, UnitedHealth plans to exit markets

UnitedHealth Group is evaluating all of its operations, CEO Stephen Hemsley said, and exiting markets where rising medical costs threaten profits.

July 29, 2025
Images says, "Q2 record breaking annuity sales."
Annuity sales shot back up during the second quarter.

Annuity sales flip back to record-breaking mode in the second quarter

After taking a quarter to regroup, annuity sales soared to a new quarterly record during Q2, LIMRA reported.

July 29, 2025
Investor looks uncertain as the American flag and up and down economic charts appear in the background. Uncertain-economy-leaves-Americans-insecure-about-financial-planning.

Uncertain economy leaves Americans insecure about financial planning

Americans are becoming more careful – and insecure – about their financial planning as the economy seems to become less stable.

July 28, 2025
Illustration of several generations of a family in between a large sandwich. Why-the-sandwich-generation-may-be-underinsured.

Why the sandwich generation may be underinsured

The sandwich generation – adults who are caring for older family members while raising children – are already stretching their funds to cover expenses across multiple generations.

July 28, 2025
AI insurance chatbot helps a consumer with a question. AI-adoption-has-dramatically-changed-insurance-landscape-expert-says.
AI insurance chatbot helps a consumer with a question.

AI adoption has dramatically changed insurance landscape, expert says

The adoption of AI into the insurance value chain is the biggest factor to transform the insurance industry in recent times, an expert says.

July 25, 2025
Photo illustration of a Gen Zer looking through a telescope and a magnifying glass for a solution to financial challenges. How-are-Gen-Zers-navigating-their-financial-challenges.

How are Gen Zers navigating their financial challenges? 

Gen Z investors are exhibiting unexpected spending behaviors and digital strategies to navigate their financial challenges.

July 24, 2025
Image shows the Globe Life logo
Globe Life plans to join the Bermuda reinsurance trend soon.

Globe Life touts underwriting, Bermuda efforts, mortality gains in Q2

The McKinney, Texas-based Globe Life reported solid underwriting improvement, and a return to better-then-pre-pandemic mortality rates.

July 24, 2025
Image shows the UnitedHealth logo
UnitedHealth Group is facing a DOJ investigation.

UnitedHealth announces ‘review’ of Medicare practices amid DOJ probe

UnitedHealth Group announced an internal investigation on Thursday morning into its Medicare practices, confirming a Department of Justice investigation into the same matter.

July 24, 2025
Illustration of a crowd of retired persons walking away. Insurance-industry-retirement-exodus-creating-workforce-gap.

Insurance industry retirement exodus creating a talent gap

With thousands of insurance professionals heading toward retirement, the looming talent gap could compromise performance and growth.

July 23, 2025
Image shows a picture of Greg Lindberg and model people
Victims of Greg Lindberg's widespread fraud are getting some funds returned after a judge's order this week.

Judge approves distribution of $318M to Greg Lindberg victims

A North Carolina judge approved the distribution Tuesday of $318 million to various victims of Greg Lindberg’s financial fraud.

July 23, 2025
Image shows a couple looking at a paper with the words, "Partial Benefits" above
Not all PHL Variable policyholders will receive full benefits, regulators say.

PHL rehabilitator: some policyholders ‘unlikely’ to ever get full benefits

Some PHL Variable policyholders are “unlikely” to ever receive their full benefits, Connecticut Insurance Commissioner Andrew Mais said.

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