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Strong RILA Sales Stabilize Q1 Annuity Volume
Published on May 21, 2025
Overall sales fell 1%, LIMRA found.
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New Bill Eliminates Cap on Social Security Payroll Taxes
May 21, 2025
The Medicare & Social Security Fair Share Act also increases the net investment income tax on income above $400,000. Related StoriesIRS Posts Individual Ruling on an Inherited Retirement AnnuityJudge Rejects $40M Class-Action Settlement in Vanguard Target-Date Selloff CaseTexas Stock Exchange CEO Sees State Muscling In on NYC, Delaware
Zephyr's Adjusted for Risk: Mastering Customization and the Future of Model Portfolios
May 21, 2025
Ryan Nauman is joined by Joe Mallen, CEO of Modelist, to discuss the evolving landscape of wealth management and the increasing importance of customizable model portfolios, transparency, proactive communication, and adaptability in modern wealth management practices.