Shifts in the regulatory landscape impact financial professionals
These regulations mark a transformative period for the financial security industry.
Alex Kim is vice president, public policy, with Finseca. He may be contacted at [email protected].
Alex Kim
Navigating 2024’s policy challenges that impact financial professionals
These policies will significantly shape our strategies and decision-making in our industry, impacting life insurance, retirement planning and investments.
Are fees better than commissions?
There is room for both fees and commissions if we want more people to have access to holistic financial advice.
SECURE 2.0 provides new opportunities for advisors
Clients of all ages can benefit from the provisions of this bill, but they need you to help them take advantage of these features.
