Seek What They Sought

Woods, David F.
September 2003
Advisor Today;Sep2003, Vol. 98 Issue 9, p12
Trade Publication
Highlights the 2003 National Association of Insurance and Financial Advisors Convention & Career Conference in Kansas City, Missouri. Creation of the Transformation Task Force by the Board of Trustees; Focus of the vision and mission statements of the association on political advocacy and member benefits to support practitioners in the insurance-based financial services world; Challenges faced by the members in the industry.


Related Articles

  • Guns & Hoses 2003.  // Investment Management Weekly;9/29/2003, Vol. 16 Issue 38, p4 

    Highlights the Institute for International Research's 11th annual Guns & Hoses conference held at the Hilton San Diego Resort in California from September 14 to 17, 2003. Number of institutional managers, consultants, police and fire fiduciaries who showed up at the event.

  • CONFERENCE TACKLES TRUSTEE CONCERNS.  // Trustee;Jul/Aug2009, Vol. 62 Issue 7, p5 

    The article offers information on the Texas Healthcare Trustees Annual Conference to be held in Austin, Texas from August 6 to 8, 2009.

  • GSISD Sets Meeting to Adopt Proposed Budget and Tax Rate. Wise, Jo Marie // Grand Saline Sun (TX);8/26/2010, Vol. 114 Issue 34, p1 

    Information about several topics discussed at a meeting sponsored by the Board of Trustees of The Grand Saline Independent School District (GSISD) on issues related to the organization including the financial report for July 2010, the proposed budget for 2010- 2011, and the tax rate for...

  • More on the white paper. Delamothe, Tony // BMJ: British Medical Journal (International Edition);9/23/89, Vol. 299 Issue 6702, p756 

    Focuses on the significance of the conference 'Putting Principles into Practice,' to the self-governing trusts in Great Britain. Legislation on the formal applications for self-governing status; Importance of the support of doctors for the success of self governing trusts; Creation of trusts...

  • Trustees Schedule Conference To Address Default Servicing.  // Mortgage Servicing News;Apr2006, Vol. 10 Issue 3, p8 

    The article offers information on the 31st annual Fall Education Conference and Trade Show of the United Trustees Association to be held at Red Rock Resort, Casino & Spa in Las Vegas on November 13-14, 2006.

  • The real test: disclosure and integrity. Parrish, John; McDonald, Tony // Super Review;Mar2004, Vol. 17 Issue 2, p19 

    The article explores the often difficult grey areas of conflicts of interest for fund advisers. Conflicts of interest are not new issues in business, not at least in financial services where money or money equivalent are the stock in trade. A conflict may arise where a superannuation fund...

  • Birth of a notion. Wickenden, Tony // Money Marketing;7/1/2004, p44 

    Discusses the subject of child trust funds (CTFs) in Great Britain. Availability of educational vouchers by 2005; Special commemorative consultation paper on the sales regime for CTFs issued by the Financial Services Authority (FSA); Purpose of CTFs; Required point-of-sale material required for...

  • Baltimore Night by Night. Boyle, John // Advisor Today;Jul2005, Vol. 100 Issue 7, p60 

    Provides information related to the 2005 National Association of Insurers and Financial Advisors Convention and Career Conference in Baltimore, Maryland. Schedule of the activities; Names of the speakers; Exhibit of products and services by the participants.

  • Diary.  // Money Management;6/3/2004, Vol. 18 Issue 19, p2 

    Provides information on several meetings and congresses concerning the money management sector in Australia in 2004. Strategic Wealth Management Forum; Association of Financial Services Educators Annual Conference; Investment and Financial Services Association Conference.


Read the Article


Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics