Insurance

The industry is embracing new technology, big data and alternative investment strategies as clients demand more from funds.

The Czech Republic, Portugal, Slovenia, and Canada are among the top 10 most peaceful places for seniors to settle down.

Withdrawals for non-medical expenses would no longer be penalty-free under the proposal.

Asset managers are embracing new distribution technology, big data and alternative investment strategies.

The asset management and software giants plan to start the rollout of their 401(k) tool and app later this year.

Some plan to downsize to an inexpensive town nearby.

Guiding them through the fine print of narrow networks, deductibles and copays could become a key differentiator.

The RIA adds $600M in AUM with its third acquisition of the year.

The insurance-affiliated firm aims for growth while some counterparts have exited the sector.

Superstitions with catchy phrases persist.

The legislation nullifies a strategy that previously allowed heirs to stretch an inherited account's tax-deferred growth based on their life expectancy.

It was accused of pushing nearly 250,000 unaware customers into delinquency.

The Insurance Exchange will offer products from six carriers, including Allianz Life, Nationwide and Prudential.

Sharing an uncomfortable personal story can forge a lasting bond.

As much as 46% believe Medicare will cover the costs of long-term care.

In one case, a 6-year-old owed $7,000 in federal taxes two years after his father, a U.S. Navy senior chief petty officer, died of a heart attack.

Clients' references to being overwhelmed or dealing with a family member’s memory loss can serve as catalysts.

A market correction only becomes a real risk if investors act and make buy or sell decisions to alleviate mental anguish today at the expense of tomorrow, says an expert.

Christopher Dougherty’s proferred investments allegedly included real estate properties and a 100-acre organic farm.

Cuts in Medicaid could prove disastrous for low-income retirees who rely on the program for nursing home care, experts say.