Insured Retirement Institute

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  DOL’s Borzi: Lawmakers Can’t Hold Back Fiduciary Plan

  By Melanie Waddell, AdvisorOne  |  June 18, 2013

  Efforts by members of Congress to slow the DOL’s reproposal of its fiduciary rule will have little to no effect, Phyllis Borzi, assistant secretary of DOL’s Employee Benefits Security Administration, said Tuesday.

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  SEC, FINRA, State Exam Execs Lay Out Priorities

  By Melanie Waddell, AdvisorOne  |  June 17, 2013

  Priorities include conflicts of interest, email retention, cybersecurity and some specific products, the executives said at the IRI legal and regulatory conference.

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  NARAB II Bill Clears Senate Banking Committee

  By Arthur D. Postal and Elizabeth D. Festa  |  June 11, 2013

  The bill would establish the National Association of Registered Agents and Brokers, a nonprofit, independent board to provide a mechanism for multistate licensing for insurance producers

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  Larry Roth: The 2013 IA 25 Extended Profile

  By John Sullivan, AdvisorOne  |  May 13, 2013

  Think about this the next time someone complains about not being able to “find the time” to get involved.

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  Desperately Seeking Women: IRI Research Explains Advisor Gap

  By Joyce Hanson, AdvisorOne  |  May 7, 2013

  Careers in the financial advising field are expected to grow at twice the rate for all jobs between now and 2020—but where are the women?

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  Middle-Age White Guys Need Not Apply: AIG’s Advisor Group Diversifies Recruitment

  By Joyce Hanson, AdvisorOne  |  May 7, 2013

  The traditional image of the wirehouse-trained advisor serving strictly HNW white males is giving way as women challenge assumptions about who the average investor is.

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  Crossing Paths: The 2013 IA 25

  By Editorial Staff  |  April 29, 2013

  With Investment Advisor's 13th annual list of the most influential individuals in and around the advisor business, we decided to do something different.

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  Boomer Retirement Expectations Are Grim: IRI

  By Danielle Andrus, AdvisorOne  |  April 9, 2013

  Boomers’ retirement confidence continues to slip, the Insured Retirement Institute said in a report released Monday.

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  Variable Annuity Sales Slide as Income Annuities Reach Record

  By John Sullivan, AdvisorOne  |  March 29, 2013

  Overall VA sales trended downward compared with 2011, but were relatively even with 2010 levels.

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  Altering of 401(k) Tax Incentives Alarms Retirement Industry

  By Danielle Andrus, AdvisorOne  |  March 25, 2013

  With so many people covered by 401(k)s, it’s clear that the impact of changes to their tax treatment could be substantial.