Explore comprehensive estate planning and asset protection strategies tailored for hedge fund portfolio managers in 2025, addressing tax exemptions, deferred incentives, and philanthropy.
Comprehensive guide for financial advisors on addressing tax inquiries related to Social Security, annuities, and diverse investment products, enhancing client advisory strategies.
Vanguard and TIAA collaborate to introduce Target Retirement Lifetime Income Trusts, offering guaranteed lifetime income in employer-sponsored retirement plans to enhance retirement security.
MetLife finalizes a $10 billion variable annuity risk transfer to Talcott Resolution, reducing portfolio risk and managing legacy business blocks. MetLife Investment Management oversees $6 billion in assets under this strategic deal.
Explore Market Value Adjustments in stable value funds, key risks during recordkeeper changes, and strategies to mitigate financial impacts for retirement plan sponsors.
Finastra's latest Fusion Invest update streamlines annuity carrier operations with dynamic hedging automation, collateral management enhancements, and compliance with derivatives regulations.
Maersk Inc. is sued for alleged mismanagement of its 401(k) plan involving a fixed annuity from John Hancock, potentially causing $22 million in losses.
Challenger Limited postpones its 2025 Investor Day amid ongoing APRA consultations on annuity capital settings, affecting the Australian insurance and financial sectors.
Chubb Limited appoints Tim Boroughs as Vice Chairman and Chris Hogan as Chief Investment Officer, enhancing leadership in investment management to support global insurance operations.
