15 Predictions for Life and Annuity Professionals in 2024 and Beyond
By Allison BellWhat does the future hold? Here are the forecasts of rating agencies, insurers, researchers and others.
December 26, 2023
Parent Problems Put AnnuityNet in PlayZinnia has put a $400 million floor on the distribution system firm's price.
December 26, 2023
Avantax Brand Isn't Going Anywhere: Cetera's DurbinCetera Holdings wants to minimize disruption to advisors while embracing the firms' shared tax focus, its CEO says.
December 26, 2023
10 Can't-Miss Retirement Podcast Episodes From 2023Looking for something to listen to on the road this week? These episodes are well worth your time.
December 26, 2023
CFP Board Picks 7 Best Retirement Research Papers of 2023Many of the papers recognized by the board tackle timely retirement planning questions.
December 26, 2023
7 Market, Economic Predictions for 2024: SchwabHere's what Liz Ann Sonders, Jeffrey Kleintop and Kathy Jones expect for the year ahead.
December 26, 2023
Freeze an Asset's Value With an Installment Sale: Tax LawyerWhen done right, these transactions "can produce eye-popping transfer tax savings," CBS Brokerage exec Jack Elder says.
December 26, 2023
Help Kids Save for All Possible Futures: Fabric CEOAdam Erlebacher, CEO of Fabric by Gerber Life, has a retro idea for giving parents more planning options.