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  1. Articles

    Northwestern Mutual purchases LearnVest

    The insurer will acquire LearnVest for an undisclosed amount, with LearnVest saying its platform will maintain its brand identity and business relationships.

  2. Articles

    Northwestern Mutual agrees to settle annuities suit for $84 million: report

    About 30,000 current and former annuity owners claim company failed to pay proper dividends on contracts sold 30 years ago.

  1. Articles

    Bigger & Better

    Advisers with assets over $1 billion are outperforming their peers. Does your firm have what it takes to be a billion dollar baby?

  2. Articles

    New York Life raises the living benefit stakes — on a fixed annuity

    Can the new product compete against its variable and indexed annuity cousins?

  3. Articles

    When is a good time to convert to a Roth IRA?

    Breakfast with Benjamin: When it's OK to convert to a Roth IRA. Plus: Two emerge as Buffett successors; recognizing seasoned financial veterans, and Asian stocks get a boost from Chinese bankers.

  4. Articles

    Robert Benmosche remembered as tenacious, fair by colleagues

    Industry colleagues, from Hank Greenberg to Don Marron, recall the former MetLife, AIG CEO, who passed away at 70 Friday after a battle with cancer.

  5. Articles

    Is OPEC about to flinch and cut oil production?

    Breakfast with Benjamin: OPEC might be rethinking their strategy of flooding the market with oil to crush the fracking industry.

  6. Articles

    The Mutual Fund Store adds new products, services as it eyes eventual IPO

    The Mutual Fund Store, the 10th-biggest RIA by AUM according to IN's database, is led by CEO John Bunch, who's taking a number of steps to keep growing as it eyes an eventual IPO.

  7. Articles

    MetLife gets back in the variable-annuity-with-living-benefits game

    Longtime variable annuity player MetLife Inc. is stepping off the sidelines and getting back into the game as it launches a new living benefit rider. The New York-based insurer will release a new guaranteed lifetime withdrawal benefit rider, called FlexChoice, for sale on Saturday, Feb. 14. MetLife

  8. Articles

    Taxes might not be the main reason U.S. companies are relocating overseas

    Breakfast with Benjamin: Maybe taxes aren't the reason U.S. companies are relocating overseas. Plus: Individuals are also leaving the country, cybersecurity spending spikes, and four good reasons to save more money.

  9. Articles

    How to get workers to chip in more money toward HSAs

    Data suggest some workers are making the maximum contributions to their health savings accounts, but there's room for improvement.

  10. Articles

    Don't let beneficiary designations come back to haunt divorcing clients

    Some states will bar the payment of life insurance proceeds when a couple is splitting.

  11. Articles

    Weighing a Plan B in estate planning in light of Obama's proposed tax overhaul

    President Barack Obama's proposed tax plan has ignited a new conversation among tax experts on which possible strategies would work best if it goes through.

  12. Articles

    In Obama's State of the Union, advisers see a 'provocative' call to tax wealthy

    When the president delivers his State of the Union address tonight, he will make proposals that could change the basic assumptions advisers rely on for wealthy clients. (See also: 13 crucial state tax changes.)

  13. Articles

    Shocking NYC murder highlights need for estate planning contingencies

    Case serves as a reminder that advisers need to plan for events in which a beneficiary becomes unable to inherit.