Insurance

Compliance expert Alan J. Foxman explains why a 1035 exchange might trigger increased scrutiny.

Sales dropped by 8% last year, but LIMRA finds reason for optimism in 2018.

Seniors who reach the age of 65 and are in good health have the option of opening a Medicare medical savings account.

Advisors and their clients may not yet realize how much the new regulations dramatically change their strategies.

Solid financial planning is a key component in helping demystify these government programs.

A data firm and a hospital network are betting that advisors can utilize precise cost forecasts for clients' health needs.

The convicted fraudster allegedly stole more than $270,000 from his victims, including his mother and ex-girlfriend.

Seniors are less likely to itemize tax deductions this year as a result, an expert says.

For the first time, fund managers must disclose a breakdown of their fees to banks, insurers and other distributors.

Existing clients and contacts can activate a fire hose of new revenue, so why do advisors shy away from the practice?

Firms with over $250 million in AUM are unbundling more service offerings, a new study shows.

Relying too much on tax-loss harvesting to generate an income is a common mistake that clients should avoid after they retire.

Small firms are allowed to set up multiple-employer plans, but the government needs to "simplify and rationalize the rules" for these types of plans, says an expert.

The estimated $490 million deal is a part of a push from Nippon Life to expand its asset management operations.

These four experts can help you address any client situation.

Financial advisors can still be held liable for violating impartial conduct standards even though the fiduciary rule has been delayed until 2019.

Most Americans would prefer to age in place, but sometimes the costs make it impractical. Here's how to help.

In September, the inflation rate was 2.23%, slightly higher than the proposed Social Security increase. So realistically, recipients "will not be better off at all."

Tax cuts today will increase deficits and future retirees will bear the brunt in reduced Medicare and Social Security benefits, according to one expert.

When disaster struck, Titus Wealth Management used one tool to find all affected clients in 15 minutes.