A roundup of some of the more unusual items that crossed our desk recently.
Richard M. Weber, MBA, CLU, AEP, and immediate past president of the Society of Financial Service Professionals, will write a monthly column for InsuranceNewsNet Magazine on insurance and financial planning issues. The column is entitled “Society of FSP Insights.” Mr. Weber’s first article, "Debate Over Suitability Rages On," appeared in our March 2014 issue and dealt with the ongoing debate about often conflicting standards of care in the financial services industry. In "The Right Team Approach Can Make 2+2=6" in April’s issue, Mr. Weber discussed why teamwork among experts in various disciplines is a necessity in today’s complex world of financial planning. Future columns will appear each month.
Founded in 1928, the Society of Financial Service Professionals is the standard bearer for excellence in professionalism, advanced continuing education, and ethical guidance for the nation's top financial advisers. The Society has approximately 13,000 members, each of whom holds one or more of the following recognized financial service credentials: AEP® CASL®, CEBS®, CFA®, CFP®, ChFC®, CIMA®, CLF®, CLU®, CPA, CPC, CPCU, CTFA, Enrolled Actuary, JD, MSFS/MSM, REBC®, RHU®, Graduate Degrees in Financial Services. Active in 160 Chapters nationwide, Society members assist the public in their efforts to achieve personal and business-related financial goals.