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Satisfaction down, regret up for insurance and annuity owners, says J.D. Power study
Customer satisfaction drops soon after life insurance and annuities are purchased according to a new survey.
Hub acquires Northern California-based Quintes
The firm designs and manages retirement plans, including 401(k)s, 403(b)s and 457(b)s, as well as defined-benefit and cash-balance plans.
Life insurance can be a valuable asset for seniors battling inflation
Selling life insurance policies can help retirees meet expenses, but such transactions, known as life settlements, are overlooked by the financial planning world.
Concourse Financial names David Perry CEO
Perry, who most recently served as the firm's chief operating officer, succeeds Doyle Williams, who is returning to parent company Protective Life.
Republicans advocate for retirement investments in private equity, crypto
The lack of Democratic support likely would keep legislation on using alternatives in retirement plans out of the Secure 2.0 mix.
Insurance benefits seen as useful tool for attracting, retaining employees
Limra estimates 86 million employees could have access to new insurance benefits within 2 years.
New tool helps define retirement income styles
The Retirement Income Style Awareness profile matrix matches clients' preferences with financial solutions.
Insurers talk big, spend small with diverse asset management firms
The largest American insurance companies have uneven track records with diversity when it comes to selecting asset managers.
Clients want advice about their Medicare options
Most advisers agree they should be providing health care advice, but they say they need better tools.
Open enrollment tip: Don’t just go with the group life insurance, get individual as well
Bob Gaydos, CEO of Pendella, explains why employees need to focus on individual life insurance coverage.
Integrity extends summer buying spree with Heartland purchase
Dallas-based Integrity is once again adding to its footprint with the the acquisition of Kansas City, Missouri-based Heartland.
Big change is coming for 401(k)s
The move to provide guaranteed lifetime income products in defined-contribution plans will transform retirement planning.
Inflation nudges retirement plan participants to adopt healthy habits
While the current economy is causing uncertainty and jitters, it’s also encouraging participants to act more like institutional investors.
Eldridge, Atlas Merchant doubling down on annuity provider DPL Financial
The two private investors are investing $20 million of additional capital in the commission-free insurance specialist.
Make the right initial Medicare decision
As clients consider the different types of coverage, they need to ask the correct questions and observe sign-up deadlines.
Annuity sales smash records in final Q2 count: Limra
Total U.S. annuity sales rose 16% to $79.4 billion in the second quarter, nearly the exact opposite of the S&P 500's return.
John Hancock settles with NY state after long-term care insurance probe
The insurer will pay almost $21.6 million to consumers and their beneficiaries, along with $2.2 million to the New York State Medicaid program and a $2.5 million penalty to New York state.
Massachusetts slaps MassMutual unit with $250,000 fine
Regulator says rep defrauded clients by saying variable annuities were commission free.
$1.4 billion team joins Commonwealth from Principal
Strategic Financial Solutions has seven advisers and is based in Cedar Rapids, Iowa.
Pair of adviser fintech startups pull in funding despite a decline in tech investing
Both Modern Life and Farther closed $15 million funding rounds, suggesting technology for advisers is still seen as an attractive opportunity.
