Reading this on a mobile device? Try our optimized mobile version here:

February 4, 2013
Sign upForwardArchiveAdvertise
News covering the insurance and financial advising industry

  Top Story 
  • FINRA wants easier background checks on advisers and brokerages
    The Financial Industry Regulatory Authority proposed a rule to make it easier for investors to investigate the background of financial advisers and brokerages. The rule would require websites of companies regulated by FINRA to link to the agency's online database BrokerCheck. Reuters (2/1) LinkedInFacebookTwitterEmail this Story
Why Platform Matters When Choosing an ERP System
In order to survive, grow, and compete in the digital age, organizations need an ERP that is highly flexible and able to adapt. So, what are the tough platform questions you should ask yourself when shopping for an ERP?
Download the report to find out!
  Industry News 
  • Commentary: Annuities that can meet safety-minded clients' needs
    Safety is just as important as income to many annuity buyers, but financial advisers may often be overlooking that concern when selling the products, Jonathan Musgrave writes. He suggests that high-cap, short-term and return-of-premium annuities may be better suited to clients who are more interested in moderate growth and access to their investment than in generating income. National Underwriter Life & Health (2/1) LinkedInFacebookTwitterEmail this Story
  • Avoid the trap of averages in retirement budgeting
    Relying on age-based spending averages in the Bureau of Labor Statistics' Consumer Expenditure Survey can lead future retirees astray, Steve Vernon writes. An individual's retirement budget should factor in debt, health, travel plans and other specifics. In addition, while the survey shows that people generally spend less money as they age, this could be because they have less to spend later in retirement, when health care costs typically rise. "I wouldn't count too much on reduced spending in your later years to justify spending more today," he writes. CBS MoneyWatch (1/30) LinkedInFacebookTwitterEmail this Story
Get with the flow. How payment processing affects cash flow.
Cash flow is the lubricant of business. Without a healthy cash flow, business dries up. It stops. It can't function. Which is why it is vital to keep the revenues coming in as the expenses go out. But there's one aspect of cash flow that many of us are not aware of. It is how managing credit cards and other such non-cash payments affect cash flow. Turns out it has a huge affect. Download the free guide today.
  Policy Watch 
  • Federal exchanges will be up and running in October, HHS says
    The Department of Health and Human Services will be ready for open enrollment this fall, according to a department official. The federal government must set up exchanges in at least 30 states and have them ready to begin enrolling consumers in October. The department also reported an in-progress information hub that will help with verifying exchange eligibility. The Hill/Healthwatch blog (1/31) LinkedInFacebookTwitterEmail this Story
  Hot Topics 

Top five news stories selected by NAIFA SmartBrief readers in the past week.

  • Results based on number of times each story was clicked by readers.
  Building Your Business 
  • Survey: 86% of young investors ready to fire parents' adviser
    Advisory firms need to start hiring young financial advisers to attract and keep the business of Generation X and Y investors, who will have accumulated $28 trillion of personal wealth by 2018, up from $2 trillion in 2011, said Tom Nally, president of TD Ameritrade Institutional. A recent survey showed that, if given the chance, 86% of young investors would fire their parents' financial adviser, he said. (1/31), Financial Advisor online (1/31) LinkedInFacebookTwitterEmail this Story
  NAIFA News 
  • NAIFA success on Capitol Hill an example for other associations
    NAIFA members have proven time and again to be dedicated and effective grassroots lobbyists. From the 1,000-person-strong Day on the Hill event during NAIFA's 2011 annual conference to 160-plus Capitol Hill office visits this past week, NAIFA members consistently answer the call when it comes educating Congress on how laws affect their businesses and clients. Read more on the NAIFA Blog. LinkedInFacebookTwitterEmail this Story
Learn more about NAIFA ->  |  Advocacy  |  Membership  |  Member Benefits
Press Center  |  Advisor Today

Never assume the obvious is true."
--William Safire,
American author, columnist and presidential speechwriter

LinkedInFacebookTwitterEmail this Story

Subscriber Tools
Print friendly format | Web version | Search past news | Archive | Privacy policy

Associate Publisher:  Abiy Bekele (919) 931-5915
A powerful website for SmartBrief readers including:
 Recent NAIFA SmartBrief Issues:   Lead Editor:  Charles Tomlinson
Mailing Address:
SmartBrief, Inc.®, 555 11th ST NW, Suite 600, Washington, DC 20004
© 1999-2013 SmartBrief, Inc.® Legal Information