New DOL Fiduciary Rule Defies Court Ruling, Insurance Groups Argue
In their May 24 court filing, the insurance groups explain, starting on page 12, that most annuities are ”sold by independent...
life insurance
There's No Magic Retirement Number for Everyone: Wade Pfau
The development of better variable spending strategies represents one of the most compelling approaches to improving retirement outcomes, according to...
Social Security Claiming: A Tale of Two Survivor Benefits
This is the latest in a series of biweekly articles featuring Social Security claiming case studies drawn from the ALM publication “2024...
What The Biggest Financial Frauds Can Teach Us
What You Need to Know Employees of fallen companies often compartmentalize and rationalize what is going on. Much of what...
SEC Bars Advisor for 20-Year, $24M Ponzi Scheme
Smith communicated with the victim investors regarding Northstar in person, over the telephone, and via email and text messages, according...
How Asset Managers Seek to Grow in 2024 and Beyond
Investment managers are prioritizing the quality and accuracy of their products to enhance the investor experience and grow their distribution...
Beware of the 'Sexy Trade' as Economy Slows: DoubleLine's Sherman
The data shows that the U.S. economy has started to slow. That raises a crucial question for Jeffrey Sherman, deputy...
Election Presents a 'Behavioral Trap' for Investors
The upcoming presidential election will present “a behavioral trap of sorts” for investors, according to Daniel Noonan, investment writer at...
California Advisor Charged With Child Porn Possession
CalCoastNews.com reported last week that Holt, described as a 60-year-old resident of Pismo Beach, California, is accused of possessing the...
New York Moves to Take Control of Columbian Mutual Life
New York State Financial Services Superintendent Adrienne Harris is seeking state court approval to put Columbian Mutual Life Insurance Co....
