Jeff Bezos Briefly Tops Bill Gates as World's Richest Person
Founder’s net worth increased $2.5 billion in intraday trading; Gates has held top spot on Bloomberg wealth index since 2013.
U.K. Regulators Plan Senior-Manager Rules for All Finance Firms
The new rules came apart partly because of concerns about managers evading responsibility for sales of unnecessary products.
NAIFA May Reduce Reliance on Local Chapters
A member experience task force told NAIFA it has had trouble with providing consistent messaging.
Prepare Your Clients for These 5 Life Events
Retirement planning is far from the only component of a robust financial plan.
Ron Lockton to Become Lockton Inc. CEO: Insurance People
Hub has a new HR head, and AXIO has a new insurance services division managing director.
Why Do the Pundits Hate Annuity Commissions?
High sales of the right products to the right people are, actually, good.
25 Best Countries for Retirement Security: 2017
In the annual report from Natixis Global Asset Management, the U.S. fell three notches in its ranking since last year.
4 Useful New Benefits Facts From the DOL
A new Bureau of Labor Statistics survey report shows growth in one (somewhat) surprising area.
Social Security Survivor Benefits: Don’t Just Survive, Maximize
The extra funds overlooked in survivor benefits can mean the difference between living in poverty and relative comfort for many clients.
California Prosecutors Accuse San Diego Agent of Elder Fraud
Investigators say an agent persuaded five clients to replace annuities for personal gain.