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Fintech Flourish topped $5 billion in assets under custody and is launching into fee-based annuities; CEO Max Lane said he's learned a lot about the importance of data integration along the way.
May 29 -
Proposals to crack down on private placement insurance contracts aren't close to becoming law. Here's how advisors and their clients can use them for the time being.
May 16 -
Three regulatory amendments that are attached to the new "retirement security rule" display the stakes of the legal challenge already brewing in court.
May 14 -
The insurance products began 2024 in much the same way as 2022 and 2023: with record-breaking sales.
April 26 -
Total annuity sales easily eclipsed 2022 — which had set an all-time record.
January 31 -
The year saw both progress and problems, from glitches in the Inflation Reduction Act to a controversial new rule for advisors.
December 26 -
Financial planners and advisors must ensure that their clients have the necessary funds to meet whatever health challenges advancing age may bring.
November 22Shann M. Chaudhry, Attorney at Law, PLLC -
The Biden administration wants to significantly expand how the fiduciary rule applies to retirement advice. Here's what advisors need to know.
November 14 -
J.D. Power ranked 16 annuities in terms of customer satisfaction. Here are the winners and losers.
November 1 -
High interest rates and a wobbly stock market continued to fuel the Great Annuity Boom this past summer.
October 26