Investors Wonder About Aquarian-Brighthouse Deal Timeline
By Allison BellAquarian says it has a track record of investing in the insurance businesses it acquires.
September 11, 2026
Schwab Must Pay $1.3M After Scam Snags Elderly ClientFunds were wired from an 82-year-old customer's trust account to a crypto firm, his sons' lawyer says.
September 11, 2026
Younger Investors and AI Are Reshaping Advisor RelationshipsGen Z clients are more likely to say they've switched advisors than any other generation, Betterment Advisor Solutions finds.
September 11, 2026
Variable Universal Life Sales Climb 24.5% in Q2Buyers favored the potential for growth over stability, Wink issuer survey data reports.
September 11, 2026
Wealth Transfer Platform Luminary Raises $22MThe firm, co-founder David Barnard says, built data and AI infrastructure that enables investment, tax and legal collaboration.
September 11, 2026
Life Insurers Court AI AgentsThe newest members of the advice team like content that machines can read.
September 11, 2026
Social Security COLA Estimated at 3.5% for 2027The 2027 Social Security cost-of-living adjustment could be the biggest in three years, says analyst Mary Johnson.
September 11, 2026
Consumer Group Rips Life Insurer Use of Federal Home Loan BanksInsurers are investing cash from the loans in arrangements unrelated to housing, the group's analysts say.