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Monday, November 16, 2009
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Financial Services Buzz
In this section, you’ll find perspectives on pending legislation and breaking news from some of the industry’s most prominent thought leaders. These messages are designed to help financial advisors stay current in an increasingly complex and fast-moving financial planning business environment.
STOLI and Ethics
Craig Lemoine, the Jarrett Davis Distinguished Professor of Finance speaks with Julie Ragatz, the Assistant Professor of Ethics and Associate Director of the Center for Ethics in Financial Services at The American College about Stranger Originated Life Insurance (STOLI) and the ethical issues associated with it.
Recent Financial Services Buzz Videos
The former CEO of NAIFA and former President of the LIFE Foundation discusses “overcoming the undertow.”
Peter Escher, leader of the MBA Oath movement, discusses how the MBA Oath focuses on long-term benefits.
Professor Glenn Stevick discusses the potential effects of regulatory reform.
Peter Escher, leader of the MBA Oath movement, discusses how the MBA Oath can affect the behavior of future business leaders.
Glenn Stevick discusses the potential consequences of regulatory reform and the bill that is up for approval in the Senate.
Dr. Walt Woerheide speaks with the leaders of the distinguished Financial Planning Association.
Fred H. Jonske, President and CEO of the M Financial Group talks about some of the unintended consequences that could occur as a result of financial reform.
The former president of AALU discusses the estate tax, regulatory reform and more hot topics from the floor of AALU’s annual meeting.
Bud Schiff, CLU®, CEO of New York Life Executive Benefits gives his thoughts on the consequences of government regulation in the financial services industry.
Members of The American College faculty offer strategies for financial advisors to overcome volatility in the market and lack of trust from clients and consumers.