Older Americans Act reauthorization passed unanimously, and President Biden has just signed a dementia data bill.

UBS Group AG made organizational changes to its wealth-management unit in the U.S. as it seeks to lift profitability in a ...

In fact, according to Schroders’ 2024 U.S. Retirement Survey, just 14% of Americans between 44 and 59 believe that they have ...

The Luminaries Awards also broadened its scope in 2024 to encompass additional industry segments — with an expanded focus on ...

The foundation of your life settlement activity should really be your existing clients, by keeping aware of their life changes, financial changes, health changes and the status of their policies, and ...

Ensuring that the firm is appealing to buyers while maintaining its integrity requires thoughtful preparation and strategic action.

The distribution will count toward the client’s RMD yet is entirely nontaxable, also allowing the taxpayer to reduce taxable income for the year. Beneficiaries of inherited IRAs who are older than ...

MetLife is getting into the annuity financing game. The New York-based insurance giant put its U.S. individual life and ...

The backdrop: CMS is the arm of the U.S. Department of Health and Human Services that runs the Medicare Advantage program, ...

Attorneys expect a slowdown or halt on texting fines and a potential Custody Rule revamp, among other changes.

Sallie Krawcheck, the pioneering Wall Street veteran who co-founded Ellevest, the wealth management firm with portfolios ...

Offering a life insurance policy that provides long-term care benefits may increase sales of stand-alone long-term care ...