| News covering the insurance and financial advising industry |  |
- Fiduciary rule is seen as a key SEC consideration for White
Mary Jo White is expected to outline her priorities for the Securities and Exchange Commission, including a focus on fiduciary regulations for investment advisers and broker-dealers, before the Senate banking committee today. White, President Barack Obama's nominee to lead the SEC, also is expected to highlight the need for the agency to strengthen its enforcement role and complete its Dodd-Frank Act rules, according to her prepared testimony. AdvisorOne
(3/11)     
| Industry News |  |  |
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- Study: Number of female advisers declines as demand is rising
About 30% of financial advisers are women, reflecting a continuing downward trend even as the need for their services has grown, according to a study by Pershing. "We expect that financial-services firms will need to recruit hundreds of thousands of new advisers over the next decade to meet growing demand. Financial-services businesses would be well-served to better recruit and retain women advisers to help fill this need," said Kim Dellarocca of Pershing. Female business owners and those seeking divorce planning are two growing markets, according to the study. BenefitsPro.com
(3/11)
- Commentary: Income fixed annuities can offer flexibility
New income fixed annuities combine the features of deferred income, traditional fixed and fixed-indexed annuities to offer clients guaranteed lifetime income and flexibility, writes Kevin Lehman of ING U.S. The product offers clients incentives for delaying income payments while also offering the flexibility to withdraw money if it becomes necessary, he writes. National Underwriter Life & Health
(3/11)
 | The Key To Positive Cash Flow
Every business is cyclical with cash flow ups and downs. The key is to find a way to keep the cash coming in as predictably as possible. Seem impossible? Well it's not. There are systems and processes that make it easier to collect the cash you've earned so your small business can grow. Learn how these small-business owners set up their businesses for success. |
- Advisers tell clients not to rush back into stocks
The Dow Jones industrial average's recent surge to a record high has investors interested in coming off the sidelines and getting back into stocks, but financial advisers are telling them to move cautiously. Stocks are still cheap, based on price-to-earnings ratios, but advisers warn there will probably be pullback in the next few months. Thomson Reuters data show that earnings growth in the U.S. is slowing. Reuters
(3/10)
 | Transformational Journeys: Modern Business Planning
Harvard Business Review explores why CFO's and their finance organizations must adapt to the changing landscape of their markets and how big data, organizational collaboration, and new cloud-based planning and analysis technologies are driving successful change.
Click here to access the report. |
 | Whitepaper: SDN: How do you get there from here?
Are the growing data needs of mobile, cloud, big data and social threatening today's enterprise networks? Scalable processes, a phased integration approach and the appetite to optimize over time are key components of a modern network. It's how agile organizations prepare for the data needs of tomorrow.
Explore the whitepaper to start down the path toward SDN. |
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RegEd -- when you need online CE now
NAIFA members can take full advantage of RegEd's 300-plus continuing education course catalog via CEAuthority, RegEd's online insurance CE solution. Members are telling us this is a great member benefit at a great price. Two options are available to NAIFA members: 1) unlimited course access to the full catalog for the discounted subscription fee of $29.95 and/or 2) individual access for $9.95 per course.
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