Register today for NAIFA’s Congressional Conference Registration is now open for NAIFA’s 2014 Congressional Conference, to be held May 20 to 21 in Washington, D.C. Agents and advisers will attend sessions to learn about pressing legislative issues affecting their businesses and their clients. They will also receive training to maximize…
Commentary: Millennials present talent opportunity for financial advising The financial-advisory industry needs to capitalize on the opportunity to gain millennial talent by identifying and attracting young advisers and then grooming them for success, writes Devin DeStefano of Wells Fargo Advisors. That means aligning training with the needs of current and…
Financial advising ranks 41st on best-jobs list The financial-advisory profession came in at No. 41 among U.S. News & World Report’s Best Jobs of 2014, compared with No. 32 last year and No. 23 in 2012. The inclusion of 18 new jobs to the list was likely a contributing factor…
Experts: Rising interest rates may spur gradual life insurer growth A potential trend toward rising interest rates is important in helping life insurers compete and sell their most profitable products, including annuities, Arthur Postal writes. Life insurers, however, are likely to experience gradual growth as the economy improves, experts say….
Survey: Baby boomers underestimate LTC costs, think ACA provides coverage More than 70% of affluent baby boomers responding to a survey said that the Affordable Care Act covers long-term-care costs, the Nationwide Financial Retirement Institute says. Nursing-home costs are expected to reach $265,000 by 2030, but survey respondents estimated that…
Social media tips for advisers Several tools can reduce the time and effort advisers must use to create and maintain a social media presence, writes Caitlin Zucal of RegEd. “By building an editorial calendar and taking advantage of social media management tools, establishing your online voice and expanding your brand’s…
Women want advisers who are good listeners, study finds The first quality women seek in a financial adviser is a good listener, according to research by wealth-management expert Hannah Shaw Grove. High-net-worth women also seek problem-solving ability and technical expertise related to investing, the research shows. Reuters (1/17)
John Kim elected vice chairman of New York Life New York Life announced recently that John Kim has been elected a vice chairman of the company and will now oversee the company’s technology function. Kim will remain president of New York Life’s Investments Group, which includes the investment-management, annuities and…
State and federal regulators need to work together, expert says Cooperation is necessary among state insurance regulators and federal agencies such as the Federal Insurance Office to improve the regulatory environment for the industry, said Neal Wolin, former deputy Treasury secretary. “For too long, those going to Washington to discuss…
Few consumers are prepared for loss of income A disability-related loss of income can devastate a household’s finances, even in dual-income households, but few people have a plan in place to mitigate the impact. “A well thought-out plan that includes disability insurance is the only sensible way to protect against…
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