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There Appears To Be A Disconnect Between Elevated Market Levels And Persistent Global Instability
At this year’s Milken Institute Global Conference at the The Beverly Hilton, the familiar signals of capital and influence were once again on display—subtle markers of continuity in an environment otherwise defined by rapid change.
Family Offices Are Operating Under Regulatory Recalibration
Family offices are operating in an environment defined by regulatory recalibration, evolving enforcement dynamics, and increasing structural complexity across jurisdictions.
Recent
Virginia Annuity Rule Should Include 6-Month Grace Period
Virginia is the latest state to adopt an updated annuity suitability rule.
U.S. Life/Annuity Industry’s Net Income Cut Nearly in Half in 2020
The U.S. life/annuity (L/A) insurance industry saw its net income cut nearly in half in 2020, to $24 billion from $45 billion.
Firm Settles FINRA Charges For Supervisory Violations On The Sale Of Variable Annuities
A firm settled FINRA charges for selling variable annuities without properly implementing the firm's written supervisory procedures on recommendations and sales.
FIDx Announces New Partnership with Great American Life, Increasing Access to Industry Leading Annuity Products
Great American Life Becomes the Latest Insurance Provider Available Through the FIDx Retirement Marketplace.