Fixed vs. Variable Annuities: The Tables Have Turned
What You Need to Know A decade ago, fixed annuities made up less than a third of the market. As...
life insurance
The Big Retirement Question Many Advisors Overlook
What You Need to Know What does your retiring client want to do with the time once spent at work,...
Stocks Climb 'Wall of Worry' With S&P Near 5,000
The S&P 500 came within a striking distance of its 5,000 milestone as tech megacaps rallied and a strong sale...
Advisors Tap Into Personalized Content Marketing, With AI Help: Study
North American financial advisors are increasingly looking to next-generation technology such as generative AI to address their marketing challenges and...
Life Happens to Stick With Influencer-Based Strategy
Life Happens is working with social media influencers this month, rather than one celebrity spokesperson, to promote its latest Insure...
Model Portfolio Growth Stalling While SMAs Gain Favor: Report
Model portfolios may be losing their appeal for financial advisors serving affluent clients, while separately managed accounts appear to be...
Top 15 Cities Where High-Income Households Are Booming
Start Slideshow High-income households — defined by the Internal Revenue Services as those with taxpayers making $200,000 or more —...
Young Americans' Wealth Grew 80% Since 2019, But There's a Catch
Young Americans far outpaced older generations in wealth growth since the pandemic, thanks in part to the boom in stocks,...
New Auto-IRA Bill Introduced in House
Rep. Richard Neal, D-Mass., introduced Wednesday the Automatic IRA Act of 2024, legislation that would require businesses with 10 or more...
Are Insurance Company Lenders Dangerous?
The Journal of Financial and Quantitative Analysis has accepted the Erel-Inozemtsev paper for publication, according to Erel. The current version...
