TITLE

Insurance-Based Financial Advisors

AUTHOR(S)
Kraus, Arthur D.
PUB. DATE
November 2001
SOURCE
Advisor Today;Nov2001, Vol. 96 Issue 11, p12
SOURCE TYPE
Trade Publication
DOC. TYPE
Article
ABSTRACT
Focuses on the requirements to help clients succeed through economic cycles according to insurance-based financial advisors. Components of risk management; Difficulties in accomplishing a financial plan.
ACCESSION #
5482787

 

Related Articles

  • Americans Need Advice. Kraus, Arthur D. // Advisor Today;May2002, Vol. 97 Issue 5, p12 

    Discusses the financial-planning pyramid, which is represented by the logo of the National Association of Insurance and Financial Advisors (NAIFA) in the U.S. Examination of the different levels of the pyramid; Importance of risk management for U.S. citizens; Contributions of NAIFA to risk...

  • Survival Tactics for Class-Four Market Rapids. Hayden, Vern C. // Journal of Financial Planning;Mar2009, Vol. 22 Issue 3, Special section p40 

    The article discusses survival tactics for financial planning firms in times of financial crisis. Suggestions include being proactive in contacting clients, being realistic but upbeat about taking positive action, and reducing risk wherever possible. Indexing or buying and holding are not...

  • A step back in time. McKenna, Ian // Money Marketing;9/27/2007, p70 

    The article discusses the result of the study into the group risk market which reveals a market in turmoil and riddled with systematic breakdowns. It states that group risk is a sector where the market is wide open for handful of insurers to make technology delivery a clear differentiation. In...

  • Highlights of 2012 Education Forum: Risk Management, FINRA Compliance, Wellness.  // Corporate Meetings & Incentives;May2012, p28 

    The article offers information on the 2012 Education Forum of the Financial and Insurance Conference Planners (FICP) to be held at Charleston Place in Charleston, South Carolina on June 20-22.

  • More planners turn to Life/Risk. Taylor, Mike // Money Management;9/6/2012, Vol. 26 Issue 34, p1 

    The article discusses research on revenue financial planners based on "Money Management" journal and Investment Trends Planner Risk Report in June 2012 which includes findings on provision of risk advice, revenues from risk advice, and use of insurance by financial planners.

  • Adviser Choice Risk Awards: the judging process.  // Money Management;9/6/2012, Vol. 26 Issue 34, p15 

    The article discusses the judging process in choosing winners of the Adviser Choice Risk Awards for June 2012 using the Dexx&r Risk Ranking system.

  • Research--don't be sold to... Samuel, Adam // Money Marketing;4/17/2014, Issue 1432, p36 

    The article advises independent financial advisers to conduct research on products and their associated risks to avoid risks.

  • Avoiding the risk profiling pitfalls. Wilcox, Colin // Money Marketing;11/26/2015, Issue 1511, p53 

    The article highlights several common risk profiling pitfalls for financial firms to be aware of including poorly defined risk categories, over-reliance and failing to monitor output.

  • Risk-profile software will help prevent mis-selling. Huber, Nick // Computer Weekly;6/3/2003, p12 

    Financial advisers will be able to do psychometric-style profiling of customer expectations using a new software package launched this week in an attempt to help prevent product mis-selling. The product, Adviser Office 2 from 1st Software, includes a" risk-profiler" feature to help IFAs assess a...

Share

Read the Article

Courtesy of VIRGINIA BEACH PUBLIC LIBRARY AND SYSTEM

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

Try another library?
Sign out of this library

Other Topics