Medicare Plan Pay Confusion Could Wreck 2025 Enrollment, Lawsuits Warn
By Allison BellDistributors say they need certainty by July to make agent hiring, marketing and advertising decisions.
May 31, 2024
What Wealth Managers Must Do to Outperform by 2030: EY ReportClients remain firm in their desire for a valuable, trusting relationship with their financial advisor, the firm says.
May 31, 2024
Annuities' Non-U.S. Reinsurers May Face New TestsSome fear that offshore reinsurance arrangements could hollow out the assets supporting the benefits.
May 30, 2024
Broadridge Acquires Advisor Behavior Data FirmThe deal should enable asset managers to better target advisors and drive growth, Broadridge said.
May 30, 2024
Here's What Makes a Rep High Risk: FINRAThere are several warning signs and ever-evolving methods of spotting them, according to FINRA officials.
May 30, 2024
Life and Annuity Issuers Face More Mortgage Pain: AnalystS&P's Carmi Margalit sees tough underwriting helping most get through the slump without a big surplus hit.
May 30, 2024
UBS Names Wealth Co-Heads in Management ShakeupRob Karofsky will run the bank's U.S. business, with Naureen Hassan retiring from the wirehouse.
May 29, 2024
Merrill Settles Racial Discrimination Suit for Nearly $20MIn a class action, Black former advisors and trainees said they were paid less and promoted less often.