Life and Annuity Stocks Outperforming the S&P 500: Morgan Stanley Analysts
By Allison BellLife and annuity issuer stock performance has been ugly this year, but not as ugly as the performance of the competition.
June 21, 2022
Senate Retirement Bill Could Include LTCI Premium ProvisionAn amendment could let taxpayers use tax-exempt retirement plan distributions to pay LTCI premiums.
June 21, 2022
Michael Finke Teams With Life Insurer on Income Planning ProgramProtective Life Corp.'s new program will provide strategies for analyzing clients' income needs and risks.
June 21, 2022
Debate: Should 401(k)s Offer a Social Security 'Bridge' Option?Requiring plan sponsors to facilitate this strategy would benefit workers but would be complicated to implement.
June 21, 2022
Ed Slott: Secure Act 2.0 Must Fix the 10-Year RuleClarifying the RMD rules would "help more people than everything else combined" in the Secure 2.0 bills, he says.
June 21, 2022
The Secure Act Changed Inherited IRA Rules. What's an Advisor to Do?IRAs may be one of your clients' largest stores of wealth. Here's what to consider for retirement and estate planning.
June 20, 2022
JPMorgan Strategists See Equity Stress Easing in Second HalfWall Street strategists expect the S&P 500 to mostly bounce back, ending just 3% lower for the year, according to a Bloomberg survey.
June 20, 2022
Pershing X Platform Launch on Track for Late 2022A new business unit focused on building "innovative solutions for the advisory industry" developed the prototype, the firm says.