PNC to Pay $200,000 for Lax Annuity Exchange Monitoring
By Melanie WaddellThe firm failed to monitor reps’ rates of deferred variable annuity exchanges, FINRA said.
June 18, 2025
Social Security to Go Bust in 2033: Trustees ReportThe combined trust funds are on track to go broke one year earlier than projected in 2024.
June 18, 2025
Trouble in Margaritaville: 7 Reasons Estate Plans Go AwryThe legal fight over Jimmy Buffett’s $275 million estate offers lessons for all of us.
June 17, 2025
Buy Other People's CompaniesMergers and acquisitions are the (sometimes bumpy) fast lane for financial professionals who want growth.
June 17, 2025
Will Longevity Disrupt Traditional Retirement?Well, yeah. But everything may work out well, if clients understand what's happening.
June 17, 2025
Tariffs Scare Some People Into ShoppingIf clients are looking for a better deal, why not offer them the better deal?
June 17, 2025
Can a Life Settlement be the Missing Link?Universal life policies and whole life policies have some similarities, but the differences matter.
June 17, 2025
One Move to Ensure ‘Pretty Good’ Lifetime Incomes: NBERWhile workplace retirement savers can opt into annuity investments, the picture brightens when that's automatic.