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.
Top Stories
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.
Trump, Capitol allies likely looking at quick cryptocurrency legislation
Of all the issues the incoming 119th U.S. Congress has on its plate cryptocurrency might generate the swiftest action and biggest headlines.
SEC panel reviews mandatory arbitration clause in investment advisory agreements
RIAs were the focus of a recent SEC Investor Advisory Committee meeting over mandatory arbitration provisions.
SB 263 expected to bring chaos to Calif. insurance, annuity sales come Jan. 1
California’s new best-interest insurance sales bill (Senate Bill 263) could bring chaos to consumers and agents come Jan. 1.
UnitedHealth Group agrees to $69 million settlement in 401(k) suit
UnitedHealth Group will pay $69 million to settle a class-action lawsuit brought by an employee alleging mismanagement of their 401(k) plan.
Sen. Ron Wyden takes on private placement life insurance with new bill
New legislation from Sen. Ron Wyden, D-Ore., would reclassify and tax life insurance primarily used by the ultra-wealthy.
Ohio, Oklahoma push back on ESG investing
The pushback against ESG investing continues as two more states took action to quash progressive factors in financial decision-making.
Yes, the fiduciary rule is probably history, Capital Group analysts say
Despite nominating a moderate to head the Department of Labor, President-elect Donald Trump isn’t likely to be passionate about keeping the latest fiduciary rule around, analysts say.
Health care and Trump 2.0: Disruption ahead
There is no precedent to what the U.S. could see in health care under a second Trump presidency, a health care policy analyst said.
Centene reacts to ‘unprecedented times’ with abbreviated investor day
Centene Corp. CEO Sarah London acknowledged “unprecedented times” Thursday morning as the healthcare giant held an abbreviated virtual investor day just days after UnitedHealthcare CEO Brian Thompson was killed.
Post-COVID 19 ‘excess mortality’ rates could remain high for another decade
COVID-19 might seem like a distant memory but for life insurance executives lagging mortality rates remain a stubborn reminder.
Health insurers enhance security following UnitedHealthcare CEO shooting
The New York shooting that targeted a UnitedHealthcare executive has spurred health insurance companies to ramp up security procedures.
Middle-income households exceeding retirement savings expectations
Middle-income households are generally applying strong retirement savings habits and behaviors, according to a recent survey.
Widow of NYC man who jumped to his death sues brokers, insurers over annuity sales
The widow of a New York City man who committed suicide last summer by jumping off a building is suing three brokers and five companies for allegedly selling him improper annuities.
Police announce arrest in connection with murder of UnitedHealthcare CEO
Police announced an arrest today in connection with the brazen midday shooting death of UnitedHealthcare CEO Brian Thompson Wednesday in Manhattan.
