Modern families do not always fit neatly into legal categories, creating gaps between how families live and how their ...

The SEC's Division of Examinations (the Division) recently published a Risk Alert detailing certain deficiencies of investment advisers' ...

Anthropic introduces Claude for Financial Advisors, integrating top investment analytics and wealth-management software to aid financial advisers.

Most of the updates are final versions of guidance OSFI had previously circulated in draft form, the agency said. "Resilience is what gives financial institutions the capacity to lend, invest, and ...

Freedom Insurance Group, an independent insurance agency serving clients across Texas, Colorado, Missouri, and Tennessee, is taking that challenge head-on with a significant modernization of its ...

Three Charlotte financial advisors, including the president of the firm, are facing a $17.5 million investor complaint over a life insurance financing strategy, according to a regulatory filing.

The proposal remains at the consultation stage. IRDAI is seeking views on areas including data architecture, identity frameworks, data standards, privacy and consent safeguards, commercial ...

Despite knowing they need life insurance, many clients put it off. In fact, a study by Ethos found that nearly 3 in 4 (72%) individuals wish they had started protecting their future sooner, while 70% ...

WSJ Buy Side is The Wall Street Journal’s research and commerce team. Our commerce content is distinct from our newsroom coverage. We earn a commission from some links in our articles. Learn more. As ...

An insurance brokerage network built around artificial intelligence has completed its first acquisition, adding Heller-Kowitz Insurance Advisors as its inaugural partner agency after spending the past ...

Health insurance premiums through the Affordable Care Act (ACA) Marketplace are expected to rise nearly 15% in 2027, according to nonpartisan health policy research group KFF. A retiree can expect to ...

Penny Gusner is a senior insurance writer and analyst at Forbes Advisor. For more than 20 years, she has been helping consumers learn how insurance laws, data, trends, and coverages affect them. Penny ...