Insurance

GYL Financial sees the services as a fiduciary duty to its customers alongside the industry's business incentives and compliance requirements.

A decision backing the surviving shareholder in a family business could have carried major tax implications to succession plans. Instead, SCOTUS backed the IRS.

They have oft-cited tax advantages, but the available research raises alarms about fees, interest rates and investing in assets other than cash.

When a small company holds a life insurance policy, estate planning gets complicated — which is why assigning it to an individual or a family may be the better choice.

Some financial advisors and tax professionals with high net worth clients could find big advantages before the expiration of provisions of the Tax Cuts and Jobs Act.

The report casts a skeptical eye on the PPLI industry, claiming it functions as a tax shelter for a few thousand millionaires and billionaires.

The year saw both progress and problems, from glitches in the Inflation Reduction Act to a controversial new rule for advisors.

High net worth Americans are unprepared, research suggests, as risks from issues such as climate disaster and personal liability are growing.

One side hurled accusations of "scare tactics." The other complained of "regulatory overkill." On Day 1, the debate over a new retirement regulation got off to a dramatic start.

More working Americans have a health savings account, but many are not using them to their fullest potential.

If you have any questions about Medicare, health care expenses and retirement, Ben Storey has the answers. Watch our interview here.

For many seniors, Medicare Part D premiums will rise by 42% to 57% next year, new research shows. And experts say the reason is a law that was meant to reduce health care costs.

Medicare is a minefield of deadlines, penalties and the potential for disastrous mistakes. Here's how wealth managers can guide their clients to safety.

The Biden administration wants to significantly expand how the fiduciary rule applies to retirement advice. Here's what advisors need to know.

As insurers automate more aspects of the insurance experience, it expands how services are provided and priced for policyholders.

J.D. Power ranked 16 annuities in terms of customer satisfaction. Here are the winners and losers.

The rapidly rising cost of medicine is leaving inflation in the dust, new research shows. Here's how advisors can help retirees cope.

Fires like the tragic one that devastated the Hawaiian island are among many disasters where advisors can play a role in mitigating or preventing losses.

Extra diligence on the advisor's end can help HNW clients avoid potentially disastrous lawsuits

In today's uneven economy, workers are pressing for better benefits, a new Arizent study shows. Here's what clients may ask about.