AlTi Tiedemann: Operating an RIA in the Public Markets
AlTi CEO Michael Tiedemann says his firm raised a “whopping $980,000” going public via SPAC, but it created a permanent path for the business.
Read moreBlackRock Hits $11.5T With Push into Private Markets
BlackRock has pulled in $360 billion of total net inflows so far this year, surpassing the full-year net flows of 2022 and 2023.
Read moreAlTi Tiedemann: Operating an RIA in the Public Markets
AlTi CEO Michael Tiedemann says his firm raised a “whopping $980,000” going public via SPAC, but it created a permanent path for the business.
Read moreNAIFA letter to CMS offers solutions on consumer access to informed Medicare guidance
NAIFA has submitted a letter by NAIFA CEO Kevin Mayeux, CAE, to the Centers for Medicare and Medicaid Services regarding a decision by certain health insurance companies to discontinue Medicare prescription drug (Part D) compensation for health...
Read moreJoin us for the Q4 State of NAIFA Webinar
NAIFA members are invited to the Q4 State of NAIFA webinar at 12 pm Eastern, October 10, 2024. Hear updates on NAIFA’s advocacy efforts, professional development programs and other membership activities designed to enhance your professional...
Read moreBlanket Accusations Against Financial Professionals Need to Stop
A message to NAIFA Members: Throughout September, it has been truly inspiring to witness NAIFA members actively participating in Life Insurance Awareness Month by shining a much-needed spotlight on the tremendous value of life insurance. Your...
Read moreACLI’s Neely Awarded NAIFA Defender of Financial Freedom Award
The National Association of Insurance and Financial Advisors is pleased to present NAIFA’s Defender of Financial Freedom Award to Susan Neely, president and CEO of the American Council of Life Insurers (ACLI).
Read moreNew Rule in Louisiana Strengthens Protections for Annuity Consumers
American Council of Life Insurers (ACLI) President and CEO Susan Neely and National Association of Insurance and Financial Advisors (NAIFA)—Louisiana Chapter President Blake Gillies issued the following joint statement on the best interest...
Read moreLIAM Recap: State Proclamations
Throughout September, NAIFA and our Life Happens community promoted Life Insurance Awareness Month (LIAM) to educate consumers about the importance of life insurance and empower financial professionals to reach wider communities with LIAM-themed...
Read morePreparing for 2025: Understanding Upcoming Tax Changes
As we approach the sunset of key provisions in the Tax Cuts and Jobs Act (TCJA) set for 2025, taxpayers and businesses alike are bracing for significant changes. With the potential for major tax legislation on the horizon, now is the time to...
Read moreNAIFA Supports the Bipartisan ENABLE Act to Help Americans With Disabilities Achieve Financial Security
More than 181,000 Americans living with disabilities have benefited from the Achieving a Better Life Experience (ABLE) program, which NAIFA has advocated for since it was first enacted in 2014. The program gives people with disabilities and their...
Read moreCreating Winning Strategies for UHNW Clients
Learn how to attract and retain the growing number of UHNW clients.
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