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January 4, 2013
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News covering the insurance and financial advising industry

  Top Story 
 
  • How to make the most of social media while staying compliant
    Financial advisers can reap the benefits of social media while observing compliance regulations, Caitlin Zucal writes, suggesting the use of platforms that connect with the targeted audience and remaining patient when developing a circle of followers. Advisers also should find creative ways to make their social media offerings stand out, and firms should establish clear policies to ensure that ethics and governance are observed, she writes. Financial-Planning.com/A Better Practice blog (1/3) LinkedInFacebookTwitterEmail this Story
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  Industry News 
 
  • Survey: 69% of investors say feds should bolster 401(k) participation
    Nearly 7 of 10 investors said it is extremely important or very important for the federal government to offer financial encouragement for companies to provide 401(k) plans and for workers to participate in those plans, according to the Wells Fargo/Gallup Investor and Retirement Optimism Index. Eighty-three percent of survey respondents said tax-advantaged accounts play a key role in financing a comfortable retirement. Gallup.com (1/3) LinkedInFacebookTwitterEmail this Story
5 Cures for Business Growing Pains
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  Policy Watch 
  • HHS grants conditional approval to 8 more state exchanges
    The U.S. Department of Health and Human Services has announced its conditional approval for health insurance exchanges in eight additional states. California, Hawaii, Idaho, Nevada, New Mexico, Vermont and Utah will have state-run exchanges, while Arkansas will have a federal-state partnership exchange. Twenty states have been given conditional approval to run exchanges. USA Today (1/3) LinkedInFacebookTwitterEmail this Story
  • Get ready for the "mini-cliffs"
    Lawmakers averted the "fiscal cliff," but there are plenty of hurdles to come in 2013, write Niraj Chokshi and Catherine Hollander. The fiscal deal punted on key issues, including measures to avoid a debt default, to stop "sequestration" spending cuts and to avoid a government shutdown. "In each of these instances, failure to act could shake markets or worse," Chokshi and Hollander write. National Journal (1/2) LinkedInFacebookTwitterEmail this Story
 
  Building Your Business 
  • Advisory councils can bring new ideas, referrals
    Making clients part of an advisory council for your business can bring important feedback and encourage members to make referrals, says Brian Sweet, CEO of Sweet Financial Services. Advisory council meetings are best conducted by an outside leader to get the best feedback, Sweet says. Financial-Planning.com (1/2) LinkedInFacebookTwitterEmail this Story
  NAIFA News 
  • How to build a solid business foundation
    It's never too late to create your 2013 marketing plan and to celebrate your successes, identify your gaps and resolve any challenges that are keeping you from achieving your goals. Follow the Advisor Today blog and discover the relevance of creating a solid foundation with purpose, passion and persistence. LinkedInFacebookTwitterEmail this Story
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  SmartQuote 
Genius is nothing but a great aptitude for patience."
--Georges-Louis Leclerc Comte de Buffon,
French naturalist, mathematician, cosmologist and encyclopedia author


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