Senators Probe Social Security Administration's AI Use
Top senators have asked Martin O’Malley, the Social Security Administration commissioner, to detail steps that the agency is taking to ensure...
life insurance
Blackstone Aims Beyond 'Mass Affluent' With Infrastructure Fund
To be exempt from federal rules for mutual funds, these conglomerates invest primarily in private operating companies, meaning they directly...
Invest in Others Foundation Revamps Mission, Adds Industry Vets to Board
Joining the board are the following industry executives: Amy Fritz, executive vice president and head of the independent channel at...
Executives Brief Wall Street on Death
What You Need to Know Reinsurance Group of America sees death still about 3% higher than in 2019. That could...
5 Reasons Annuity Surrenders Can Be a Good Thing
What You Need to Know Surrender charges make annuity business sticky. Fees from surrenders can help issuer earnings. Surrenders resulting...
LPL Adds Ex-BofA Advisor in Texas
LPL Financial says that financial advisor Alberto Francis has joined its high-net-worth-focused employee affiliation model from Bank of America Private...
14 Pieces of Investing 'Wisdom' That Are Not So Wise: Advisors' Advice
Start Slideshow Conventional wisdom can be more conventional than wise. John Rekenthaler, Morningstar vice president, research, recently highlighted three common...
Is it normal for an insurer to refuse to return original death certificates?
I'm currently dealing with obtaining death benefits from my parent's life insurance policies, issued by two different providers. I am...
2025 Suze Orman’s Take on Fixed Annuities
2025 Suze Orman’s Take on Fixed Annuities As we move into 2025, the financial landscape continues to evolve, and it’s essential...
PE Owners: Act Fast Before the Estate Tax Exemption Shrinks
What You Need to Know The historically high estate tax exemption could fall by about 50% at the end of...
