INSURANCE

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Will Chinese Equities Roar In The Year Of The Tiger?

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As the Year of the Tiger rolls in, Chinese equities could remain volatile but purr stronger.

Total Annuity Sales Rose 16% Last Year To $255B

by FA News

Annuity sales were the third-highest in recorded history in 2021, according to SRI.

Wealthspire Advisors Integrates With Lenox Wealth

by FA Staff

The firms are subsidiaries of NFP, an insurance broker and consultant in New York City.

Why The Social Security Split Strategy Could Prove Costly For Clients

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Laurence Kotlikoff said the split filing strategy gambles on the high-earning spouse reaching age 70 and dying young.

Anthem Expects Covid To Keep Medical Costs Elevated In 2022

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The company is also preparing for the potential end of the Covid-19 public-health emergency.

Star Annuity Set To Reach $50B In Sales By 2026, Cerulli Says

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Registered index-linked annuities have become many companies' new flagship product.

Omicron Set Back U.S. Return To Pre-Pandemic Normal, Report Says

by FA Staff

The Omicron surge has led to a drop in Columbia Threadneedle's "Return to Normal" index.

Few Employers Plan To Drop Vaccine Mandate After Supreme Court Ruling

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Almost 40% of employers polled agreed that a mandate could attract workers.

Do Advisors Breach Fiduciary Duty When They Refuse To Recommend Annuities?

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The notion that advisors who fail to recommend annuities to clients run afoul of their fiduciary duty is a controversial one.

Why Can't People Talk About Their Money?

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Personal-finance advisor Paco de Leon on facing financial fears; why crypto investing is "schmuck insurance."

Cerulli Anticipates $84 Trillion Wealth Transfer Over Quarter Century

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The research firm warns that advisors will have to change their mindset about serving this wealth.

TIAA Offers Annuity Product For Corporate Retirement Market

by FA Staff

The guaranteed income solution is TIAA's first offering for corporate 401(k) plans.

U.S. Pension Funds Hold Clue To Relief For Slumping Treasurys

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Pension funds and insurers may be poised to start actively buying U.S. Treasurys, strategists say.

Virus Variants Dim The Prospects For A Global Jobs Recovery

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Uncertainty created by Covid-19 variants continues to weigh on the jobs market.

Young Alzheimer's Patients Dealt A Blow By Medicare's Refusal To Cover Drug

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Though Alzheimer's patients under age 65 can qualify for Medicare, they don't get access to just any treatment.

JPMorgan's Jamie Dimon Issues Warning To Unvaccinated New York Staff

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"We're not going to pay you not to work in the office,” the CEO told unvaccinated employees.

A New Purpose For 'Bypass' Trusts In Estate Planning

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Full or partial funding of bypass trusts with spousal retirement assets may make sense today.

Citigroup Confronts Vaccine Holdouts In No Jab, No Job Mandate

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Office workers who don't get vaccinated by Jan. 14 will face termination, the firm said.

High-Yield Bonds Fans See Inflation As Trojan Horse

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Some money managers don't see the Fed raising rates as high as some investors think.

Wall Street's Hopes For Return To Office Dashed Again By Covid

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A record 10 million people were diagnosed with Covid-19 in the seven days through Sunday.

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