NAIFA CEO

NAIFA Is the Advisor’s Technology Partner

Whether you’ve been in business two years or 20, you likely have seen technological innovations alter the way you run your practice and serve your clients. New systems and solutions continue to emerge every day. They transform the way you and your colleagues communicate, manage information, prospect for new business, and build client relationships. Advances in technology have also ramped ...

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NAIFA policy backs measures protecting older Americans from financial fraud

NAIFA’s emphasis on advocacy aims to keep our members in business by promoting positive legislative and regulatory outcomes. Often, this involves opposing laws or regulations, such as the current draft of the Department of Labor’s “best interests” rule proposal, which would harm advisors and their clients. We also support smart laws and regulations that protect our industry and make it ...

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NAIFA, Northwestern Mutual Partner to Strengthen Advocacy

Happy New Year! NAIFA begins 2016 with excitement, energy, and a vision to make NAIFA better and stronger at every level. That includes advocacy at the state level. Each year, thousands of bills relating to the insurance and financial services industry are introduced in the state legislatures, many of which could severely impact the way insurance agents and advisors do ...

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Working to Help Clients Retire? NAIFA’s Got You Covered

Advisor 2020, the NAIFA-sponsored research project, identifies “the new retirement culture” as a growing opportunity for advisors over the second half this decade. Americans are woefully unprepared for retirement and many are pessimistic about their prospects for retiring comfortably. They are desperate for advice and services, and NAIFA members are ideally positioned to help. Fortunately, NAIFA is working overtime to ...

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Thank You to NAIFA’s Members

Thanksgiving is a holiday notable for its traditions. Whether you spend the day visiting with friends and family, eating too much turkey, watching football, serving meals to those less fortunate, or all of the above, I hope you have a fulfilling and joyful day. But before we turn to our various Thanksgiving pursuits, I want to express my thanks to ...

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Register for NAIFA’s Congressional Conference Today

Registration is open! In recent blog posts, I have written about NAIFA’s work to minimize the damage of the Department of Labor’s proposed fiduciary rule for our members and their clients. Our written comments, meetings with department officials, and testimony at DOL and congressional hearings have put our concerns on the record and educated both the DOL and lawmakers on ...

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NAIFA Confronts the Skeptics

One reason I truly admire NAIFA members is that you need a very thick skin to do your jobs. You and your colleagues are dedicated to serving your clients and ensuring the financial security of 75 million American families. Yet, whenever you are dealing with the finances of others you’re bound to encounter those skeptical of your motives. Sometimes it’s ...

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NAIFA 20/20 Task Force Will Put Association on Course for a Successful Future

Since I joined NAIFA four months ago, I’ve devoted a lot of time listening, learning and discussing all things related to NAIFA. I’ve reached out to state and local leaders, members, corporate partners and sister organizations to gather information, look for synergies and explore possibilities that will ensure NAIFA is a vibrant, thriving, indispensable association in 2020 and beyond. At NAIFA’s ...

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NAIFA to Members: We Are Here to Tell Your Story

Does it sometimes feel like you’re in a crosshairs? Attacks on financial advisors and misrepresentations about the kinds of work you do for your clients seem to be coming at an ever quickening pace. We have critics in many corners, whether it’s President Obama infamously railing against “snake oil salesmen,” a current series on National Public Radio questioning the value ...

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