California Legislature OKs Annuity Sales Rule Update
What You Need to Know SB 263 is the California version of the NAIC annuity sales rule update. The bill...
life insurance
She Was Set to Break Goldman's Glass Ceiling. Now Beth Hammack Is Leaving
What You Need to Know Hammack, 52, was once seen internally as a top choice to become the firm's next...
2024 Market Outlook: U.S. equities
Last year was a volatile year in U.S. equity markets. In March, the failure of Silicon Valley Bank, a prominent...
12 Worst Cities for Financial Distress
Start Slideshow High unemployment and high inflation in recent years have weighed on Americans, and many still are in financial...
New Ownership Reporting Rules Probably Apply to Your Small-Business Clients
For each beneficial owner, the company must disclose full legal name, date of birth, address, identifying number from the individual’s...
LIC’s New ULIP Plan Index Plus (Plan No. 873)
LIC of India has launched a new ULIP plan named Index Plus, Plan No. 873. LIC’s Index Plus is a...
Retirement Experts: Don't Let Clickbait Headlines Sink the 401(k)
What You Need to Know Bloomberg columnist and economist Allison Schrager proposed replacing 401(k)s with savings accounts without tax incentives....
5 Technology Trends that are Impacting Insurance in 2024
The insurance industry is known for being conservative when it comes to adoption of technology. However, this trend is currently...
FINRA Fines BD $75K for Email Violations
From January 2018 through June 2021, several business-related emails were not preserved and retained by Ceros because the correspondence was...
In Advisory Fees, the Future Is Flat, Facet Founder Argues
The trend toward charging subscription fees continues to gain speed among registered investment advisors, particularly those specializing in helping younger...
