NAIC Adopts Annuity Sales Rule Guidance Update
By Allison BellThe move is part of the effort to move to a best-interest standard, from a suitability standard.
December 23, 2025
How the 10 Biggest Active Funds Performed in 2025: MorningstarMarkets overcame worries about tariffs and an AI bubble, the researcher finds, while foreign equities performed well.
December 23, 2025
11 Books to Help You Start 2026 Off RightWhether your goal is learning about the world or self-improvement, there's a book to help you reach it.
December 23, 2025
At Elevation Point, Laying the Foundation for AI GrowthThe recent partnership with Milemarker is a harbinger of what’s to come, execs Jud Mackrill and Jim Dickson say.
December 23, 2025
15 of the Biggest Legal Dramas in Financial Services in 2025The year in lawsuits: Poaching, an estate battle, an advisor-client affair and some eyebrow-raising emails.
December 23, 2025
FAQ: How Roth Conversions Affect RMDs and Estate PlanningThis retirement planning strategy can reduce future taxes for the client — and their beneficiaries.
December 23, 2025
3 Practical Ways for Advisors to RechargeTo help clients plan better, take care of your own well-being now.
December 23, 2025
Disability Insurance Builds Financial WellnessHere are three ways advice about income protection can make clients stronger.