DOL Proposes Regs to Help Job Changers Move 401(k)s Automatically
The Employee Benefits Security Administration within the U.S. Department of Labor released proposed regulations on Thursday meant to expand the...
life insurance
Abundance of Retiring Advisors Means Growth Opportunities
Tell me more about the opportunities for RIAs or hybrid advisors? It’s absolutely the best time ever to be in...
Vanguard Offers New Digital Estate Planning Tools
Vanguard on Thursday announced the launch of an enhanced suite of estate planning tools and services for clients to use...
Flourish Launches Annuity Platform for Fee-Based RIAs
The fintech firm Flourish announced Wednesday the launch of a new annuity distribution platform for fee-based fiduciary financial advisors. Speaking...
Just How Stressed Are Retirement Savers?
What You Need to Know A significant percentage of savers describe their financial situation as fair or poor, survey data...
Bill That Could Narrow CFPB's Insurance Authority Is Back
Leaders of the National Association of Insurance Commissioners wrote in support of S. 4325. The list of co-sponsors of the 2017-2018...
Mary Johnson, Prominent Social Security Analyst, Announces Retirement
Mary Johnson, the long-tenured Social Security and Medicare policy analyst at the Senior Citizens League whose work has helped to...
Ex-Citi Advisor Charged With Fraud in Film Investment Scheme
Chicago resident Caldwell, 58, was charged with wire fraud in a criminal information filed last week in U.S. District Court in Chicago, according to the...
New Life and Annuity Deals Bring Wellness Into Fold
Life insurers could use mergers and acquisitions to expand into the life extension business. Capgemini, a consulting firm, recently predicted...
Woman Sues Genworth Over LTCI Survivorship Benefit
What You Need to Know A husband and a wife had separate policies that each cost $2,610 per year. The...
