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The partnership combines Morningstar Wealth’s research and asset allocation expertise, public market strategies from Franklin Templeton and J.P. Morgan Asset Management, and private market strategies from Apollo and Franklin...

Published July 2026

Retirement Income News

Empower to buy Milliman's retirement businesses; Ford offers Hueler’s Income Solutions platform as 401(k) distribution option; U.S. Treasury selects two BlackRock funds for Trump Accounts; Security Benefit launches short-surrender...

Published July 2026

Research Roundup

By Editorial Staff Tue, Jun 2, 2026

Enjoy these summaries of six recent research papers that illuminate issues in retirement today. We include work by leading retirement researchers at Harvard Law School, schools of business at...

Cayman Islands seeks ‘qualified jurisdiction status’

'QJS would formally recognize the Cayman Islands’ reinsurance regulatory framework within the NAIC process and further align it with U.S. supervisory expectations. About 90% of the jurisdiction’s business is...

New private credit analysis tool created by Morningstar

'The Corporate Credit Analytics platform brings three tools together to replace fragmented, non-comparable data with consistent, comparable credit analysis,' a Morningstar release said.

News from the Bermuda Triangle

By Editorial Staff Mon, Jun 1, 2026

Prismic Life raises $1.9 billion in new capital; Japanese insurance giant commits $19 billion to Barings; MassMutual sells $6 billion block of life insurance to Nationwide; Augustar Retirement launches...

No Rush to Private Credit Among DC Plan Advisors

'There doesn’t appear to be a groundswell of demand,' said Deb Dupont, vice president of institutional retirement research at LIMRA, which sponsored the survey of 160 plan advisors in...

Former American Equity CEO partners with Agam Capital

By Editorial Staff Mon, May 4, 2026

A new RIA formed by Anant Bhalla (right), the CEO of American Equity Investment Life from 2020 to 2024, is partnering with Agam Capital, a global asset manager that...

Published May 2026

Bulletin Board

Knighthead, which has a Cayman Islands reinsurer, enters U.S. FIA market; Morningstar analyzes Trump’s universal plan coverage proposal; Transamerica's new RILA has an income feature; iCapital’s platform to add...

Published May 2026

What America pays for health care in retirement: Healthview

By Editorial Staff Tue, Mar 3, 2026

The more you earn in retirement and the longer you live, the more you'll pay in health costs in your old age, according to Healthview, a company that tracks...

Published March 2026

Bulletin Board

News briefs on settlement of Busch-Pacific Life lawsuit, a personnel shake-up at DOL; the state of the pension risk transfers market; Pacific Life's longevity swap in Europe; alliance formed...

Published March 2026

News from the Bermuda Triangle

By Editorial Staff Wed, Feb 25, 2026

Kuvare distances itself from Blue Owl; Cayman covets Bermuda’s reinsurance success; Rithm Capital buys CL Life and Crestline Management to enter Bermuda Triangle; Teachers’ unions ask SEC to probe...

Published March 2026

Bulletin Board

By Editorial Staff Tue, Feb 3, 2026

Sale of PHL Variable blocks ‘no longer feasible’; Delaware Life FIA now offers a Bitcoin crediting method; Corebridge FIA also includes 'modest' exposure to Bitcoin; Ratings of insurers involved...

Private Credit News

Dimon’s ‘cockroach’ comment sparks minor run on private credit firms; Global watchdogs scrutinize private credit ratings; Eldridge and Carlyle AlpInvest credit fund gets ~$1.5 billion.

Insurance Professionals Comment on Kyle Busch Case

Perspectives on the Kyle and Samantha Busch v. Pacific Life IUL lawsuit from Sheryl Moore, Bobby Samuelson, David Macchia, Larry Rybka, Peter Gould, Antoine Orr, Barry Flagg, and Tom...

Pacific Life’s Motion to Dismiss the Busch’s Suit: Excerpts

Pacific Life's motion to dismiss the Busches' complaint against it was filed January 22, 2026 in U.S. District Court, Western District of North Carolina, by the law firms of...

News from around the Bermuda Triangle

By Editorial Staff Tue, Jan 6, 2026

Corebridge moves the last of American General's variable annuity business to Venerable, which is partly owned by Apollo and Athene. AM Best confirmed the ratings of Bermuda reinsurers of...

Published January 2026

RIJ and ChatGPT Discuss ‘Business Development Companies’