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Will the Department of Labor take another shot at a fiduciary rule?

2 hours ago Top Stories No comments.
Image shows the Department of Labor logo
Will the Department of Labor drop its fiduciary rule for good?

The DOL is (again) abandoning attempts to extend fiduciary duty to one-time rollovers from retirement accounts. Will the fiduciary rule rise a third time?

Read more
5 hours ago
Image shows a ticker reading, "Beyond the S&P 500."
New data from Equitable reveals that diversifying into less understood or potentially more volatile asset classes, like small-caps or emerging markets, can pay off.

Beyond the S&P 500: The case for RILA diversification

New data from Equitable reveals that diversifying into less understood or potentially more volatile asset classes, like small-caps or emerging markets, is worth considering.

May 12, 2026

Carpe Data urges industry-wide collaboration to stem AI-driven insurance fraud

An American data and analytics firm is calling for industry-wide collaboration to find solutions for artificial intelligence-driven insurance fraud, which is becoming increasingly complex and widespread.

May 12, 2026

3 ways AI can help close the gap for women’s insurance coverage

Artificial intelligence may also help address a longstanding industry issue: the gender gap in coverage.

May 11, 2026
Image shows an older couple meeting with an advisor
The “menopause tax” is typically an accumulation of smaller, recurring costs.

Addressing the ‘menopause tax:’ A guide for advisors with female clients

Historically treated as a short-term, minor issue, menopause hasn’t been built into retirement models as a sustained driver of healthcare costs.

May 11, 2026

Lack of digital tools drives wedge between insurers, advisors

Failure to leverage digital tools to streamline business processes is tainting an otherwise high financial advisor satisfaction score for U.S. life insurance and annuity companies.

May 8, 2026
Image shows a cartoon image of an advisor
A client can have a well-performing portfolio and still face catastrophic exposure because protection was never coordinated with the plan.

The modern advisor: Merging income, insurance, and investments

The financial lives of Americans have never been more complex, and complexity is precisely why integration matters.

May 8, 2026
Image shows the Prudential logo
Prudential posted stronger first-quarter earnings Wednesday, despite compliance problems in Japan.

Earnings roundup: Prudential works to save ‘unique’ Japanese market

Prudential posted stronger first-quarter earnings Wednesday, even as the insurer continued to grapple with fallout from compliance problems in Japan.

May 7, 2026

Big health systems blamed for affordability crisis

America’s health care affordability crisis is driven by unchecked health care consolidation, particularly among hospitals, according to a report released by Families USA.

May 7, 2026
Image shows the Equitable logo
Competitors are eyeing the elephant in the room: a looming Equitable-Corebridge powerhouse.

Equitable-Corebridge merger casts shadow over life insurance earnings

As life insurers toast another quarter of strong sales, executives are also eyeing the elephant in the room: a looming Equitable-Corebridge powerhouse.

May 7, 2026

How hospital outpatient departments increase the cost of care

Two shifts in care are bringing more people to hospital outpatient departments, and these hospital departments are more expensive than independent physician offices for the same service.

May 6, 2026
Image shows the Genworth logo
Genworth continues to actively manage its closed block of mispriced LTC insurance.

Genworth reports Q1 earnings, shifts focus to exclude legacy blocks

Genworth Financial continues to grow its CareScout brand while doubling down on efforts to proactively manage its mispriced LTC blocks.

May 6, 2026
Image shows the CVS logo and "Q1 Results"
CVS will launch the Health100 app, an AI-powered digital health platform created with Google Cloud, later in 2026.

Aetna drives CVS to $100B quarter as earnings soar

CVS Health reported strong first-quarter results Wednesday, with its insurance business, anchored by Aetna, showing meaningful improvement.

May 6, 2026

Life insurance premium jumps 10% in 1Q

Total U.S. individual life insurance new annualized premium plus excess jumped 10% year over year to $4.5 billion in the first quarter of 2026, according to LIMRA’s preliminary U.S. Life Insurance Sales Survey.

May 6, 2026

More investors will seek comprehensive financial planning

Advisors expect that 54% of clients will receive ongoing comprehensive planning advice by 2027, up from the current 48%, according to the latest Cerulli Edge—U.S. Advisor Edition.

May 5, 2026
Image shows the logos of Corebridge and Equitable.
Corebridge and Equitable are merging in a blockbuster deal.

Corebridge Financial, Equitable Holdings post Q1 earnings as merger looms

Corebridge and Equitable announced a March merger to form a $22 billion entity, a deal expected to close by year-end 2026.

May 5, 2026
Image shows the Transamerica logo and the word, "settlement"

Transamerica agrees to $57M settlement in cost-of-insurance lawsuit

Transamerica reached a settlement on charges that it improperly increased COI charges on certain life insurance policies in 2022 and 2023.

May 5, 2026

The next step for AI in insurance — partnerships to scale

While many insurance providers have begun adopting artificial intelligence, others are already racing ahead to the next stage of scaling solutions.

May 5, 2026
Image shows two women at a table and the headline, "Midlife Planning For Women."
Midlife is when earlier financial trade-offs, career pauses, caregiving, and uneven earnings all come into focus.

Midlife planning for women: why it matters and how advisors should adapt

Advisors who recognize this and serve their female clients accordingly are better positioned to build meaningful, long-term relationships.

May 4, 2026

Tax anxiety is real, although few have a plan to address it

Although Americans are bracing for a higher tax burden in retirement, most are not doing proactive, year-round tax planning to mitigate their exposure.

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