Michael Taffe on Muck Rack

Michael Taffe

Verified
New York
As seen in: Financial Advisor IQ, Financial Times, Fund Fire, Indy Week, The Duke Chronicle, The Daily Tar Heel, Sludge, EducationNC, BISA Portfolio
Data reporter covering asset and wealth managers @FT publications: FundFire and FinancialAdvisorIQ. @UNC alum.

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Articles

DE&I in Focus: A Roundup of Articles That Inspire

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By Jennifer Reed, Michael Taffe 
| BISA Portfolio
March is Women’s History Month, but it also sits in the center of a string of celebrations — Black History Month in February, and Celebrate Diversity Month in April. Diversity, equity and inclusion (DE&I) is at the heart of our ever-evolving industry, as well as the work of BISA. In this roundup, dive back into these DE&I articles from the past several months.
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Where Advisors Moved in 2024

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By Michael Taffe , Jennifer Reed
| BISA Portfolio
Nearly 35,000 registered representatives switched firms in 2024, a rate consistent with the prior year, according to data from ISS Market Intelligence. While turnover has stabilized from pandemic-driven fluctuations in 2021 and 2022, the dynamics of recent advisor moves reveal the growing appeal of independent contractor affiliations.
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Indexed Life Insurance Leads the Way With Strong 2024 Sales, Wink Finds

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By Jennifer Reed , Michael Taffe 
| BISA Portfolio
Wink reports that indexed life sales for the fourth quarter were $868.3 million, up 15.9% compared to the previous quarter. Total 2024 sales for indexed life were $3 billion. The year closed with a record-setting quarter for indexed life sales, topping the prior record in 2023 by 9.1%, according to Wink data. Quarter four of 2024 was also a record-setting year for indexed life sales, which topped the previous 2023 record by 7%. Read the full article on Insurance News Net
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