Tax Court Ruling Involves MassMutual Whole Life Policy Loans
By Allison BellThe policy owners received one amount. The Form 1099-R showed another amount.
December 23, 2025
NAIC Adopts Annuity Sales Rule Guidance UpdateThe move is part of the effort to move to a best-interest standard, from a suitability standard.
December 23, 2025
NAIFA President Worries About Life and Annuity Long-Term Care RidersChristopher Gandy told state regulators he has concerns about pricing and underwriting.
December 22, 2025
RIA Succession Planning Reaches Breaking Point: DeVoeTwo-thirds of industry executives see it as a major issue, a report finds, with less next-gen confidence.
December 22, 2025
Wells Fargo to Expand Into Clearing the $3.9T-a-Day Options MarketThe fourth-largest U.S. lender wants to build a bigger presence on Wall Street by taking on BofA and Goldman Sachs.
December 22, 2025
Janus Henderson to Be Acquired for $7.4BTrian Fund Management and General Catalyst Group are buying the asset manager in an all-cash deal.
December 22, 2025
Invesco Approves Move to Convert QQQ Into a Standard ETFSubject to board approval, Invesco will now lower QQQ’s expense ratio by two basis points to 0.18%.
December 19, 2025
Despite Challenges, Wealth and Asset Firms See a Bright Year AheadLarge majorities of firm expect revenue growth of at least 5% next year, according to a Wipfli survey.