Visit the NAIFA Blog to access NAIFA past president, Thomas D. Currey’s testimony in support of The Adviser Oversight Act of 2012. This act would require a self-regulatory organization (SRO), such as the Financial Industry Regulatory Authority (FINRA), to regulate investment advisers currently registered with the Securities and Exchange Commission.
Barry Mulholland, CFP®, LIC, Doctoral Candidate in Personal Financial Planning, and Dr. John Gilliam, CFP®, CLU®, Associate Professor of Personal Financial Planning, both at Texas Tech University, are interested in assessing advisor perceptions of the life insurance illustrations advisors use in discussing or presenting life insurance to people.
NAIFA has agreed to post this survey on behalf of the Texas Tech University researchers. To assist in their research, please complete their brief survey via the following link:
The National Council will consider one resolution and three bylaws amendments at the 2012 NAIFA Career Conference. The resolution seeks a commitment from the national and state associations to partnership agreements that serve as the basis for improved cooperative activities. The bylaws amendments would change the NAIFA Board selection process, give the Board the sole authority to set national dues, and increase dues by $15.00. Read the proposals at http://www.naifa.org/conference/national.html.
“I am very proud to lead the Board of this exceptional company,” Huffman notes. “Ohio National is an acknowledged leader in the industry, both in terms of its financial strength and performance and its highly competitive, high consumer value product portfolio.” Get the details on the AT Blog.
The Board recommendations from the Presidential Blue Ribbon Task Force in the areas of Federation structure, governance, and dues setting as well as the recording of the conference call announcing them are now available at http://www.naifa.org/about/taskforce.cfm.
According to a recent article in US News & World Report, “A key ingredient that buoyed some of our Best Jobs to a different stratosphere was whether they offered workers the flexibility to better balance work and life. That's definitely one of the attributes that Robert Miller, a New York City-based financial adviser, appreciates about his profession.”
For more information: Click here to access the full article.