When Funds Get The Urge To Merge
By Jim ConnollyByWhen mutual funds act on the urge to merge, make sure their objectives dont diverge, financial advisors are cautioning.A key point in monitoring clients ...
September 29, 2002
What It Takes For Agencies To Thrive In The Information AgeWhat It Takes For Agencies To Thrive In The Information AgeSome agencies, to this day, are still deploying antiquated assembly-line approaches from the Industrial Age ...
September 29, 2002
Be Mindful Of The Sarbanes-Oxley Act's Effect On Split-Dollar PlansBe Mindful Of The Sarbanes-Oxley Acts Effect On Split-Dollar PlansIf you have sold a split-dollar plan to an employee at a public company, take heed: ...
September 29, 2002
'MMMM' Good, Regulators Say, As VA Benefit Guideline SimmersMMMM Good, Regulators Say, As VA Benefit Guideline SimmersByFour years and numerous drafts later, an actuarial guideline that regulates reserves for guaranteed living benefits in ...
September 29, 2002
Why Is The Value Of Wholesalers Obvious To All But The Home Office?Why Is The Value Of Wholesalers Obvious To All But The Home Office?ByIt might seem like cataloging the obvious, but most observers have long maintained ...
September 29, 2002
Agency Licensing Reform Battle Is Far From CompleteAgency Licensing Reform Battle Is Far From CompleteThe National Association of Insurance Commissioners earlier this month officially certified that 35 jurisdictions have met the agency ...
September 29, 2002
Minnesota GA: GLB Privacy Regs FailByWashington The Gramm-Leach-Bliley Act is not working to protect consumers from the misuse of their financial information, says Mike Hatch, the attorney general of ...
September 29, 2002
After A Tough Year, NAIFA RegroupsByCharlotte, N.C. Right in the middle of last years National Association of Insurance and Financial Advisors annual meeting, the country was devastated by the attacks ...