Life Insurers Have $234B in Exposure to Apartments
By Allison BellMore than 4% of annuity assets might be tied to multifamily housing, according to a new Moody's report.
July 11, 2024
How Corporate-Owned Life Insurance Helps Business-Owner ClientsWhen volatility returns, COLI can add stability.
July 10, 2024
8 Big Retirement Planning Gaps, Despite Rising ConfidenceA new BlackRock survey finds both fast-rising optimism and unmet planning needs.
July 10, 2024
Lawmakers Advance Two Measures to Kill DOL Fiduciary RuleA resolution of disapproval and a spending bill blocking the rule now move to the full House.
July 10, 2024
New Jersey Opens Auto-IRA ProgramParticipation is mandatory for established employers with at least 25 workers and no retirement plan.
July 10, 2024
S&P 500 Tops Historic 5,600 Mark as Big Tech SoarsThe options market is betting the S&P 500 Index will move 0.8% in either direction Thursday when CPI data for June is released.
July 10, 2024
How to Avoid Excess IRA Contribution PenaltiesWithdrawing the excess may seem like a simple fix, but many clients are faced with more complicated scenarios.
July 10, 2024
Best & Worst Firms for Advisor Satisfaction: J.D. Power, 2024In an unusual finding, average satisfaction of emloyee advisors was higher than that of their independent counterparts.