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Reform becomes law as questions abound Investment News Share     The sweeping financial-regulatory-reform legislation that President Barack Obama has signed represents anything but closure for Wall Street. Mr. Obama's pen stroke ushers in a long period of uncertainty in which wary industry professionals will monitor — and try to influence — how federal agencies conduct the hundreds of studies and rules mandated by the 2,300-page legislation. More
Behind the scenes of health reform: The NAIC Kaiser Health News Share
The new health reform act has been widely criticized as a federal government takeover of the health care system. To a remarkable degree, however, the law actually relies on the states to reform health insurance. More Retirement may mean a lifestyle downgrade Financial Advisor Share
If your clients are baby boomers, the odds are high they'll exhaust their retirement savings after 10 or 20 years of retirement, according to the latest Retirement Readiness Rating report released recently by the Employee Benefit Research Institute. Nearly half of older boomers—those now aged 56 to 62—and some 44 percent of younger boomers—aged 46 to 55 now—are at risk of not having sufficient income to pay for basic retirement expenses and uninsured medical expenses, according to the study. More
Fidelity study looks at advice and charitable giving The Boston Globe Share
Some financial advisors think their clients are likely to increase their charitable giving in order to offset expected tax hikes, according to a new report from the Fidelity Charitable Gift Fund. The fund's study gathered input from more than 500 financial advisors on their approaches to giving advice about charitable planning. More
NCOIL panel amends market conduct model National Underwriter Share
A National Conference of Insurance Legislators panel has deferred final action on a proposed Market Conduct Annual Statement Model Act until November. The NCOIL State-Federal Relations Committee adopted several amendments at the group's recent meeting in Boston, and committee officials believe their market conduct annual statement draft is complete. More Obama will name consumer protection chief soon Reuters Share
The new bureau created by the landmark financial reform legislation that Obama is to sign, will regulate consumer financial products ranging from credit cards to mortgages. The Obama administration considered it one of the bill's most critical parts. Neither the Deputy Treasury Secretary Neil Wolin nor White House Economic Council Deputy Director Diana Farrell would be more specific on the timing of the nomination, other than to say it would be as soon as practicable. More
How to market like a top producer Life Insurance Selling Share
One captivating brochure. One unstoppable direct mail package. One unbeatable workshop presentation. What if there was just one magical marketing piece that could get you in front of more people with virtually no cost or effort? Many organizations would love you to believe that they have this very solution. However, the truth is that magic marketing solutions simply do not exist. More
5 habits of a first-rate salesperson Senior Market Advisor Share
Xerox found that the top salespeople consistently used the same five techniques. Make these five techniques from sales expert Hal Becker's book, "Can I have 5 Minutes of Your Time?" habits and they will work for you. More
Stellar panel tackles increased regulation at FSP Forum Share
In "Financial Service Regulation in the Post-2009 World and Its Impact on Financial Advisor Practitioners," experts from FSP, ABA, NAEPC, MDRT, NAIFA, AALU, and NAHU discuss what tightening financial service regulations could mean for advisors and their clients. For the complete Forum agenda go to www.fspforum.com FSP's E&O Insurance plan adds coverage Share
Optional Property and Casualty coverage and RIA coverage are now available as part of FSP's special E&O Insurance plan. RIA is available on a limited basis and is not a full RIA policy. For information on FSP's E&O plan and a free quote, go to http://www.calsurance.com/societyfsp/ |
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