About the Author
Elizabeth D. Festa
Elizabeth Festa, Regulatory & Compliance News Editor for LifeHealthPro.com, is a longtime financial and regulatory affairs journalist with a background in insurance, securities, the investment advisor space and telecomm deregulation, both in Washington and New York. She has worked at everything from old-school newsletter sheets punched into binders to an international wire service to a hyper-local blog, and has free-lanced for major and regional newspapers and magazines on a variety for features, real estate and lifestyle stories. She found herself covering insurance when all her colleagues covered banking, and figured an actuary could talk circles around a banker and stay in a Rolodex (she still uses one) a lot longer. Elizabeth learned insurance regulatory issues on the back of the demutualization/investment bank movement and Glass Steagall reform efforts in the late 1990s and went religiously to four NAIC meetings a year, sitting in the cheap seats in back with the skeptical accountants, heckling consultants and the pacing consumer advocates. Fast forward, after a decade of real estate and Internet company boom and bust, and she is back on the beat again, covering insurance modernization, which is an evolving process, she has learned, not a destination. Festa can be reached at efesta@sbmedia.com or on Twitter@LHPro_Reg.
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By Elizabeth D. Festa |
January 1, 2009
The Retirement Advisor Profile The advisor: Blaine Aiken The firm: fi360 The Web site: www.fi360.com The approach: Promoting the fiduciary standard worldwide, and educating companies and individuals as to...
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By Elizabeth D. Festa |
December 1, 2008
The advisor: John Carl The firm: Retirement Learning Center LLC, and the PlanSponsor Institute The Web site: www.retirementlc.com The approach: Providing content...
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By Elizabeth D. Festa |
November 21, 2008
Group's charter is to tackle income options and help advisors
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By Elizabeth D. Festa |
November 1, 2008
Conditions are improving for the increased use of exchange-traded funds in 401(k) plans, according to their proponents in the third-party administrator and investment fields. Before...
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By Elizabeth D. Festa |
November 1, 2008
Stephan Cassaday, CEO of Cassaday & Company, Inc., has developed a retirement investment process that he uses to make sure retirees do not outlive their...
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By Elizabeth D. Festa |
October 1, 2008
James Zimbardi at Allgen Financial Services in Florida is part of a team that is recruiting established advisors from standalone shops as well as from...
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By Elizabeth D. Festa |
September 1, 2008
Robert Lamb and his business associate Peter Sullivan have designed a retirement income strategy that bucks conventional wisdom by allowing clients to withdraw an initial...
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By Elizabeth D. Festa |
September 1, 2008
Firms recruiting breakaway brokers need to be wary in the wake of a very stern administrative law judge's decision sanctioning NEXT Financial Group, Inc. for...
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By Elizabeth D. Festa |
August 1, 2008
Michael Salley is one of those ever-growing group of advisors who have become independent and taken their Wall Street knowledge to Main Street, bringing along...
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By Elizabeth D. Festa |
August 1, 2008
Although the markets and the economy don't much appeal to practically anyone these days, it may be the perfect brew for breakaway brokers. Many are...