The RMD rules vary depending on who inherits the account — and some beneficiaries have more options than others.

The American Relief Act contains no life insurance or annuity provisions, but it rattled the policy gameboard.

To serve next-generation clients, [advisors] need to offer this,” Bryn Mawr Capital Management's CEO tells ThinkAdvisor.

Prudential Financial has closed on a deal passing immediate responsibility for about $11 billion in guaranteed universal life ...

The stock index will likely deliver returns in the flat to 10% range, and "and a dip can’t be ruled out," he wrote in his ...

Forty-four percent of millennials ranked financial stability as their top priority in 2025, compared with 37% of Gen Xers and ...

The details: The CDC Wonder system, which draws on somewhat different figures than the new mortality report and analyzes the ...

The death rate per 100,000 lives increased 15% between 2019 and 2023 for people ages 25 through 34, to 148.1, and 19.1% for ...

The firm is establishing a fund to settle allegations that it underpaid certain salaried advisors and trainees.

Earnings will have to carry the day in 2025 and probably will, but the market is in “later innings,” he writes. “And although ...

Lau’s firm specializes in commission-free insurance and annuity products, as well as technology-driven product delivery and ...

Atlas Financial Advisors falsely claimed its Portfolio Shield strategies' hypothetical performance was validated by ...