Insurance agents

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  8 Fastest Growing Financial Services Jobs

  By Dan Berman, AdvisorOne  |  May 23, 2012

  AdvisorOne sifts through data from the BLS to find eight of the fastest growing jobs in this sector from 2010 to 2020.

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  State Regulators Settle With Bankers Life

  By Marlene Y. Satter, AdvisorOne  |  April 4, 2012

  The North American Securities Administrators Association (NASAA) announced Wednesday that state securities regulators had reached a settlement with Bankers Life and Casualty Company of Illinois, after a task force found that the firm was acting as an unlicensed broker-dealer and investment advisor.

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  Survey for Success

  By Angie Herbers  |  February 1, 2012

  My work with independent advisory firms over the past 10 years or so has led me to conclude that there are three steps to maximizing employee contributions to their firms through increasing their happiness.

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  Registration Requirements for Investment Advisor Representatives (IARs)

  By Les Abromovitz  |  January 1, 2012

  When individuals launch an advisory firm, they must avoid marketing themselves or the firm as investment advisors before they are properly approved and registered.  Otherwise, they are subject to severe penalties.  

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  Using Solicitors to Attract Clients

  By Les Abromovitz  |  January 1, 2012

  Rule 206(4)-3 under the Investment Advisors Act establishes requirements governing cash payments to solicitors. The rule permits payment of cash referral fees to individuals and companies recommending clients to an RIA, but requires four conditions are first satisfied.

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  Top 10 Financial Scams: Products and Practices

  By Melanie Waddell, AdvisorOne  |  September 1, 2011

  Advisors and investors beware: Economic uncertainty and volatile stock markets breed con artists itching to trap the unwary or merely desperate.

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  Clients at Risk: Confusing Home Market Values With Rebuilding Costs

  By Gary Raphael, ACE Private Risk Services  |  August 15, 2011

  When it comes to proper home insurance coverage, avoid the dangerous misconception arising from declining home values.

• Consumers More Likely Than Ever to Buy Life Insurance Direct

  By Danielle Andrus, AdvisorOne  |  July 28, 2011

  Insurance agents are still the preferred way to buy life insurance for many Americans, but they are increasingly turning to direct methods of purchase such as online, phone or mail orders, a survey released Wednesday found.

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  How to Guard Your HNW Clients From Others

  By John Paolini, ACE Private Risk Services  |  July 12, 2011

  Your clients may have more than adequate insurance; many others do not. Steps you should take to protect the HNW.

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  A Fiduciary Standard: The Next Big (Marketing) Thing?

  By Bob Clark, AdvisorOne  |  July 12, 2011

  If brokers can call themselves fiduciaries without actually being so, having a 'fiduciary duty' may become the next powerful marketing tool.