The Financial Stability Oversight Council is considering changing how it designates a firm as a systemically important financial institution. Such firms face tighter regulations by the Federal Reserve. Treasury Secretary Jack Lew, who heads the FSOC, said the council will start considering possible changes in the next few months. The…
October NAIFA ClientCast — “Critical Illness Insurance Awareness Month” Join NAIFA ClientCast this month as we visit with Darren Ulmer, a critical-illness-insurance expert with the unique perspective of being the beneficiary of his own policy. Listen to his story of how he survived his fight with cancer not only physically,…
Advisers worry about emotion-driven mistakes by clients Financial advisers’ biggest concern is that clients will react emotionally to market shifts and make decisions that hurt their finances, a survey by Natixis Global Asset Management finds. Financial Advisor online (9/30)
Advisers say they play key role in guarding elderly clients from scams Cases of financial abuse of seniors total 5 million annually, but authorities are notified of about 1 in 25 such incidents, according to Consumer Reports. Financial advisers say they have the expertise to help their clients detect scams….
CRM apps help advisory industry become more mobile Advisers’ growing use of cloud-based software has led to more adoption of mobile customer-relationship-management applications, Joyce Hanson writes. Advisers say they like the convenience but worry about the security of such apps, which they are still determining how to best integrate into…
Survey: Millennials are age group least likely to have insurance Millennials have a lower likelihood of carrying health insurance than do other age groups, with about one-fourth lacking coverage, InsuranceQuotes.com said in a report. Their ownership rates of life, disability and other types of insurance also fell below those of…
NAIFA members save up to 35% with UPS Let NAIFA improve your bottom line with some of the most competitive rates available on shipping services with UPS. Enroll in the UPS Savings Program and save up to 35% on a broad portfolio of shipping services. To enroll, visit http://savewithups.com/naifa/ or…
Save 10% on your premium when you take the CalSurance Professional Liability/Loss Control Seminar Program Loss Control Seminar program can save 10% over the next three E&O policy terms. Simply turn in a copy of your certificate of completion, along with your application to CalSurance, NAIFA’s E&O insurance provider, to…
Index: Advisers’ optimism reaches highest level since January An index of financial advisers’ confidence in the markets and economy was up about 4% in June, following a six-month slide, WealthManagement.com says. WealthManagement.com (U.S.) (7/1
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…
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