Top firms’ 2026 market forecasts every financial advisor should know
As 2025 comes to a close, many financial professionals are turning to market forecasts from top financial firms to gain insights into what’s ahead for 2026.
Judge denies new trial for Jeffrey Cutter on Advisors Act violation
A Massachusetts judge rejected Jeffrey Cutter’s bid to reverse his guilty verdict on improper annuity sales.
To attract Gen Z, insurance must rewrite its story
As the insurance industry faces a talent crisis, one expert says it simply hasn’t done a good enough job showing its potential for change.
Retirement optimism climbs, but emotion-driven investing threatens growth
American workers are feeling more optimistic about their retirement finances, but that optimism may be masking some underlying risks.
Investor use of online brokerage accounts, new investment techniques rises
Investors’ use of online brokerage accounts and newer investment techniques, such as crypto, ETFs, and options trading, are on the rise.
Does a $1M make you rich? Many millionaires today don’t think so
Today, only about one-third of American millionaires consider themselves wealthy, according to a recent study.
2025 Top 5 Advisor Stories: From the ‘Age Wave’ to Gen Z angst
The recent surge of tue boomer retirement tsunami drove interest in financial advisor stories in 2025, along with the angst of Gen Z.
2025 Top 5 Life Insurance Stories: IUL takes center stage as lawsuits pile up
It was a good year for life insurance sales. But problems with indexed universal life overshadowed some of that good news.
2025 Top 5 Annuity Stories: Lawsuits, layoffs and Brighthouse sale rumors
The year in annuities started well, ended well, and was pretty good in the middle, also.
Private placement securities continue to be attractive to insurers
Private placement securities continue to offer insurers attractive opportunities to enhance portfolio income, according to a recent Conning report.
AI adoption may rely on overcoming misconceptions, Equisoft exec says
Misconception may be half the battle when it comes to getting more insurers to embrace AI, says one Equisoft executive.
How the life insurance industry can reach the social media generations
The life insurance industry must find new ways to reach young consumers in a world of short attention spans and increased dependence on social media influencers.
Judge rules against loosening receivership over Greg Lindberg finances
A bid by disgraced financier Greg Lindberg to loosen the receivership controls over his business assets was rejected last week by the North Carolina Court of Appeals.
Bill aims to boost access to work retirement plans for millions of Americans
Under the Automatic IRA Act of 2025, employers with at least 10 employees would be required to provide access to an automatic retirement contribution plan.
Millennial Dilemma: Home ownership or retirement security?
Millennials face an unprecedented financial squeeze: Many believe they will have to choose between homeownership and retirement security.
Integrity Marketing Group leans into DEI, honored by Newsweek
In a political climate that has moved decidedly away from diversity, equity and inclusion efforts, Integrity Marketing Group is leaning into DEI.
House OKs health bill without extending ACA credits
The Affordable Care Act cost cliff likely will hit as Americans ring in the New Year, now that the House of Representatives approved an alternative health care bill that does not include extending enhanced tax credits that are due to expire Dec. 31.
Consumer group calls on life insurers to improve flexible premium policy practices
The Life Insurance Consumer Advocacy Center is asking life insurance companies to improve flexible premium policy practices.
4 GOP reps join Democrats in forcing ACA vote
Four moderate Republican congressmen joined Democrats in the House to force a vote on extending the Affordable Care Act enhanced subsidies, which are due to expire Dec. 31, hiking the cost of health care premiums for millions of Americans.
