NAIFA

• The impact of a universal fiduciary standard

  By Brian Anderson  |  August 31, 2012

  While a fiduciary standard seems likely, independent producers can be hopeful it won’t necessitate it blowing up their business model.

• FSI celebrates scuttling of money market reform

  By Andy Stonehouse  |  August 23, 2012

  SEC Chairman Mary Schapiro has called off a vote which might have changed the ways money market funds are calculated, following aggressive trade lobbying.

• Penn Mutual names National Financial Legacy managing director

  By Noah Guillaume  |  August 22, 2012

  As managing director of National Financial Legacy Group, W. Morgan Watson will be responsible for recruiting, training and developing new and experienced advisors.

• New FINRA suitability rule to take effect July 9

  By Maria Wood  |  July 2, 2012

  FINRA Rule 2111 will change the way that securities are sold, and it's finally here: NAIFA suggests the rule could have a 'chilling effect' on advisor-client relations.

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  Bill introduced to make FINRA self-regulating

  By Arthur D. Postal  |  April 26, 2012

  The legislation was introduced despite studies showing an SRO would cost twice as much as funding the SEC to examine advisors.

• IRI, SIFMA and FSR rip fiduciary standard

  By Arthur D. Postal  |  March 5, 2012

  Three financial services industry trade groups are signaling to the Department of Labor they will fight tooth-and-nail to sustain the exemption of the sale of retirement investment products from a fiduciary standard.

• NAIFA survey: MLR rule hurts agents, consumers

  By Amanda McGrory-Dixon  |  November 23, 2011

  The medical loss ratio provision of the Patient Protection and Affordable Care Act is interfering with insurance brokers ability to make a living and harming consumers who rely on brokers for advice and customer service, according to a new survey by the National Association of Insurance and Financial Advisors.

• NAIFA members head to the Hill

  By Warren S. Hersch  |  September 14, 2011

  Some of the world’s top producers belong to the National Association of Insurance and Financial Advisors (NAIFA), and they have been spending the day going door to door in the halls of Congress, trying to win support for NAIFA legislative priorities.

• NAIFA Sees 2 Paths for MLR Battle

  By Warren S. Hersch  |  September 12, 2011

  The National Association of Insurance and Finance Advisors (NAIFA) is hoping the courts will kill the Patient Protection and Affordable Care Act (PPACA), but it is keeping up pressure on the medical loss ratio (MLR) front, just in case.

• NAIFA survey: Clients nearing retirement want risk protection

  By Melanie Waddell, AdvisorOne  |  July 12, 2011

  The National Association of Insurance and Financial Advisors (NAIFA) released a survey on Tuesday which found that since the economic meltdown, middle-income clients of advisors have become more interested in products with risk-protection components.