Insurance

Luma Financial Technologies is unveiling a comparison tool to complement the annuities it added earlier this year.

Companies are increasingly creating formal programs in order to address the unique planning, structural and tax needs of these clients. Why?

Operating on Black Diamond's wealth platform, SS&C Technologies and DPL Financial are making fee-only insurance products available on advisors' dashboards.

Envestnet plans an emphasis on financial planning in the coming year, including insurance, estate planning and lending services connected through MoneyGuide.

Principal will continue selling variable annuities and invest in growth areas such as global asset management and retirement businesses in the U.S. and select emerging markets.

The act proposes some tectonic shifts that would greatly impact high-net-worth clients.