New legislation, the Permanent Tax Relief for Seniors Act, would make permanent the $6,000 deduction for seniors, which expires in 2028. The bill was introduced by Rep. Mariannette Miller-Meeks, ...

Younger agents often see articles about socializing with the wealthy. These are not relevant to them. Unless they're back ...

The survey shows that among Americans making under $50,000, 20% expect to retire at age 70 or later. That number is a warning flare. It tells us that income volatility, rising expenses, and income ...

Fixed income personalization is here. Learn how to move beyond standard models and deliver customized, client-centric portfolios.

Mercer Global Advisors has appointed Abby Salameh and Chris Walters as managing partners and leaders of the New Jersey/Philadelphia and San Diego markets, respectively. They join the firm's existing ...

Morgan sits down with Sarah Concannon of Quinn Emanuel, Professor Kevin Douglas of Michigan State University College of Law, and J.W. Verret of the Antonin Scalia Law School at George Mason University ...

Total U.S. individual annuity sales increased 12%, year over year, to $102 billion, according to new issuer survey data from LIMRA. Sales for the year increased 6%, to $461 billion. What it means: ...

Securities and Exchange Commission Chairman Paul Atkins told senators Thursday that "it's time to consider alternatives" beyond wealth and income for determining who qualifies as an accredited ...

Millennials comprise an estimated 36% of the U.S. workforce, making this generation of workers highly valuable to any local economy in which they live, according to a new report from SmartAsset that ...

The Save for Success Act allows distributions from qualified tuition programs to be used for qualified housing expenses.

"AI is about to transform wealth management," said Reed Colley, president of Orion Advisor Technology, noting that his organization has made great strides integrating AI-powered tools into its ...