Just 1 in 4 Americans Expect to Leave an Inheritance
As younger generations anticipate the $90 trillion “Great Wealth Transfer” predicted by financial experts, a minority of Americans may actually receive a financial gift from ... Read more
Retirement Planning
Final DOL Fiduciary Rule Released Despite Insurance Industry Objections
The Biden-Harris administration announced this week the Department of Labor has finalized its Retirement Security Rule “to protect the millions of workers who are saving ... Read more
OneAmerica, Broadridge Partner to Provide Female Advisors with Free Fiduciary Training
As part of a new offering announced March 27 from the OneAmerica Financial Female Retirement Professionals Program, OneAmerica Financial and Broadridge Retirement and Workplace are ... Read more
SEC Reports Second-Biggest FY Fine Total Ever
Enforcement results for Fiscal Year 2023 show 784 enforcement actions and obtained orders for nearly $5 billion in financial remedies and distributed almost $1 billion to harmed investors.
Ohio National Rebranded as AuguStar Life, AuguStar Retirement
In addition to offering individual life products, owner Constellation Insurance also announces the entry of AuguStar Retirement into the annuity marketplace.
Americans Say They Need This Much to Retire Comfortably
Northwestern Mutual Planning & Progress Study finds expected retirement age climbs significantly in two years to from 62.6 to 65.
Investor Satisfaction with Financial Advisors Falls with Markets, J.D. Power Finds
Lack of comprehensive advice and personalized financial planning leaves wealth managers stuck in co-dependent relationship with market returns.
IRI’s 2023 Annual Conference Opens with Award Winners and Record Attendance
The Insured Retirement Institute kicked off its conference in Miami today.
8 Ways SECURE 2.0 Act of 2022 Enhances Retirement Security
Nonprofit Transamerica Institute and TCRS spotlight the importance of the new retirement reform legislation.
ACLI Voices Support for Congress Passing SECURE 2.0, RILA Reforms
President and CEO Susan Neely says Congress helped millions of workers save for retirement by passing the substantial measures.
