Insurance

The investment plays on a trend, “which is the blurring of the distinction between traditional insurance products and wealth management products.”

With 350 firms on its client roster, the acquisition of Flourish gives the insurer a springboard into the independent advisor market.

From COBRA premiums to long-term care, there are surprising uses for funds in these tax-advantaged accounts.

The low interest rates pushing down sales across most fixed and variable lines are also boosting certain products.

For its next leader, Ohio National turned to a veteran executive with prior experience leading its independent broker-dealer.

Both have their allure, but astute advisors can sort out the best choice between low-cost and premium versions.

“If insurance and annuities had always been commission free, RIAs would be power users,” says David Lau, CEO of DPL Financial which is partnering with SS&C Advent.

While the contributions aren’t deductible, distributions such as earnings are tax-free to the designated beneficiary if they’re used to pay for qualified disability expenses.

A Korean-American entrepreneur claims James Hilbrant told her to “go back to Wuhan.”

Could single premium immediate annuities be the answer to ultralow rates?

One problem is the proposal is focusing on the minor advantage of tax-deferred retirement plans, says Bloomberg columnist Aaron Brown.

Sales are tumbling and gravitating to different products as Wells Fargo settles a FINRA case and researchers examine the defunct fiduciary rule.

Northwestern Mutual’s practices raise difficult questions about the nature of retail advice just as wealth management faces greater scrutiny under new rules.

Its rivals have been building out their own insurance arms in recent years and have brought on executives who can help them attract more business.

Companies that connect advisors and carriers are seeing a surge in use.

So-called buffer funds have attracted over $2 billion worth of inflows so far this year.

The new relief plan has something for many taxpayers, including retirees and the recently unemployed.

Both pieces of legislation have caused sweeping changes to retirement planning and wealth management.

Those who feel they have inadequate savings may consider going back to work after the pandemic, even if it's on a part-time basis, according to an expert.

April brought the highest unemployment since the Great Depression. Some of these people are our clients.