5 Reasons Annuity Issuers Want Us to Stop Worrying
Raju emphasized that one big difference is that life insurers have product structures that typically keep customers and assets from...
life insurance
How sustainable investing benefits the planet
Alternative energy can power the planet—and your walletby Nicole Dieker May 11, 2023 | Money If we’re going to continue to...
6 Advisor Marketing Strategies That Really Work
During an online Kitces Marketing Summit on April 27, six advisors from six different firms each shared a strategy they’ve...
Investors Believe AI Will Help Advisors Better Serve Clients: Study
Morgan Stanley, for its part, was one of a small handful of companies receiving early access to GPT-4. It is developing...
Anna Kooi Helps Life Insurers See (Potential) Deadbeats
Anna Kooi is helping life insurers around the country figure out the new Long-Duration Targeted Improvement accounting rules — and...
Could This Income Planning Software Keep Widows From Firing Their Advisors?
What You Need to Know The research is clear: Widows who were neglected by their financial advisor will find a...
Life Policy Buyer Sues Over Age Conflict
A financial services firm is suing an insurer over a conflict between the age of a woman stated on the...
Orion Launches ChatGPT Integration: Tech Roundup
The four ActivePassive ETFs being offered — the ActivePassive U.S. Equity ETF (APUE), ActivePassive International Equity ETF (APIE), ActivePassive Core...
CI Financial Sells Stake in U.S. Wealth Unit
CI’s net leverage ratio will fall to 2.7 times from 4 times, the company said. The firm’s stock market value,...
HSBC, Scotia Capital Hit With SEC Text Message Fines
According to the SEC, neither firm “maintained or preserved the substantial majority of these communications, in violation of the federal...
