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February 5, 2013
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News covering the insurance and financial advising industry

  Top Story 
  • SEC may move forward on fiduciary duty
    A concept release on a uniform fiduciary duty for brokers and financial advisers could come from the Securities and Exchange Commission this summer, a TD Ameritrade executive says. Meanwhile, the idea of creating a self-regulatory organization for financial advisers appears to be fizzling, observers say. InvestmentNews (free registration) (2/3) LinkedInFacebookTwitterEmail this Story
  Industry News 
  • Commentary: Seller's method of "attunement" can benefit advisers
    The art of selling has transformed from high-pressure methods to a modern focus on clients' interests, needs and concerns, Michael Kitces writes. The skill of "attunement," as described by Daniel Pink in his book "To Sell Is Human," is now a centerpiece of selling, Kitces writes. It's particularly fitting to financial planning, with its emphasis on fiduciary responsibility, Kitces writes. Nerd's Eye View blog (2/4) LinkedInFacebookTwitterEmail this Story
  • Other News
  Investment Trends 
  • Proper use of alternative investments requires education, experts say
    Alternative investments are attracting the interest of investors, but they present challenges for financial advisers, says Erik Johnson of Johnson Advisory. "One of the challenges is education and categorizing where the different alternatives fall so that we can be sure to use them appropriately," Johnson says. A conference provided information on risk exposure and optimal allocation of such investments, Johnson says. Financial Advisor online (2/4) LinkedInFacebookTwitterEmail this Story
  • Other News
  Policy Watch 
  • Health care law may lead to limits on HRAs, experts say
    Health reimbursement arrangements are a tax-advantaged means of financing medical expenses, but their fate under the Affordable Care Act is uncertain, write Robert Bloink and William Byrnes. Based on preliminary guidelines, employers that don't provide traditional health coverage may no longer be allowed to provide HRAs beginning in 2014, they write. National Underwriter Life & Health (2/4) LinkedInFacebookTwitterEmail this Story
  Building Your Business 
  • Broker-dealers explore ways to woo advisers
    Broker-dealers are exploring ways to lure advisers, including offering practice-management departments and funds to buy practices, experts say. "It's more about partnerships -- it's not just about service. It is not enough to just process business and supervise it," says Jon Henschen of Henschen & Associates. Financial Advisor online (1/31) LinkedInFacebookTwitterEmail this Story
  NAIFA News 
  • Health care costs projected to increase more slowly
    Projected cost increases for all types of medical plans are anticipated to be down by between 0.2% and 0.6% through the first half of 2013, according to a survey by Buck Consultants. This is the first time since 2001 that Buck's survey has indicated projected cost increases that are less than 10% for any plan type, a trend that will continue into 2013. Read more on the Advisor Today blog. LinkedInFacebookTwitterEmail this Story
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  SmartQuote 
Our business in life is not to succeed, but to continue to fail in good spirits."
--Robert Louis Stevenson,
Scottish novelist, poet and essayist


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