The NAIFA Virtual Library As a member of NAIFA, you have free, unlimited 24/7 access to the NAIFA Virtual Library. Whether you are a new adviser or agent, or an experienced producer, the NAIFA Virtual Library is your key to a myriad of sales support tools and resources including lead…
Analysis: Advisory field is poised for strong job growth Personal financial adviser will be the fastest-growing financial-services job over the next 10 years, ThinkAdvisor predicts, based on an analysis of Bureau of Labor Statistics data. “An aging population and longer life spans make this the fastest growing occupation among financial…
Survey: Advisers must improve use of digital technology The wealth-management business is falling behind other industries in using digital technology to serve clients, and financial advisers need to move quickly to catch up, according to a survey by The Boston Consulting Group. Among respondents, 30% of firms provide “at least…
Register for the free monthly NAIFA webinar “Are You Too Nice To Close the Deal?” In developing relationships with prospects, do you lack assertiveness? Are you known for your helpfulness, but you can’t seem to move the conversation into qualifying and closing your prospects? This webinar, presented by Connie Kadansky,…
Survey: Advisers are happier with their business The percentage of financial advisers who feel good about their business is increasing, according to an annual survey by Pershing. Among respondents, 38% say their practice is “doing better than ever before,” an increase from 31% last year. Financial-Planning.com (6/9)
Commentary: New solutions are needed for long-term care Private long-term-care insurance is owned by about 12% of Americans older than 65, while long-term care is expected to be a need for 69% of seniors, writes David Blumenthal of the Commonwealth Fund. Options such as paying out of pocket aren’t suitable,…
Study: Many independent advisers lack succession plan Most independent financial advisers don’t have a succession plan and allow their practice to deteriorate through attrition when they are ready to leave, according to research from Fidelity Investments and FP Transitions. Selling a practice to an outsider can be successful, but transferring…
Regulations must treat banks and insurers differently, NAIC head says Banks and insurers have different obligations and should have different rules when it comes to capital requirements, National Association of Insurance Commissioners CEO Ben Nelson said at the Standard & Poor’s insurance conference. ” ‘More capital’ always sounds like it’s good….
Advisers are on the front line of longevity boom People are living longer, making financial-advisory services more necessary than ever. “This need has been created within the last generation, due to miracles of science increasing longevity and [the fact of having more] women in the workplace and more money to…
People don’t have enough life insurance to meet expectations, poll finds A New York Life Insurance survey says about 20% of people have sufficient coverage to meet their expectations for life insurance. Respondents said they want to cover 14 years’ worth of expenses beyond their death, whereas their coverage likely…
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