BD Hit With Reg BI Fine Over Annuity Exchanges

Published on May 29, 2025

AAG Capital recommended swapping life insurance policies, fixed indexed annuities and VAs for more costly RILAs.

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GDP Per Capita: Q1 2025 Second Estimate

May 29, 2025
The second estimate for Q1 GDP came in at -0.24%, a deceleration from 2.45% for the Q4 third estimate. With a per-capita adjustment, the headline number is lower at -0.74%, a slowdown from 1.82% for the Q4 headline number.

What’s In My Wealthstack: Sanctuary's Robert Coppola

May 29, 2025
Sanctuary CTO Robert Coppola on how the firm balances the benefits of an integrated wealthstack with needed flexibility for its 120 affiliated advisory teams.