‘Dramatic shifts’ from Dodd-Frank mean new advisor ‘importance’

September 24th, 2011

“Dramatic shifts” in the investment advisor profession are forecast as advisors prepare for the Dodd-Frank Act, a provision of the federal financial service reform to be enacted next year.

The number of investment advisors decreased this year for the first time since 2001, although total assets under management (AUM) were reported at an all-time high May 1, according to an annual report by the Investment Adviser Association (IAA) and National Regulatory Services (NRS) on trends of the investment advisory profession. The report is based on Securities and Exchange Commission (SEC) data completed through May 1.

The total AUM reported were $43.8 trillion, a 13.7% increase from $38.6 trillion last year and the highest level of AUM ever reported. The

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Tags: Advisor, Advisor ‘importance’

Looking at Additional Insured Status

September 23rd, 2011

Not a very exciting title for a post.

There are two times when a business cheifly interacts with its insurance company:

  1. At the start of the policy and during the application process when the business is purchasing the policy; and,
  2. When the company, through its operations, must add another entity to its policy as an additional insured.

The status of “additional insured,” while demanded in a rote fashion incommercial contracts around the world, is not widely understood by most business owners. In the typical scenario the business has secured a lucrative contract with a larger company. The larger company sends over a contract the smaller company must agree with in order to do business with larger company.

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Fiesta Car Insurance Review

September 21st, 2011

This Fiesta Car Insurance Review will discuss the company known as Fiesta Auto Insurance. Fiesta Auto Insurance Center has been around since 1999. It started small and has since expanded and has locations throughout the country to help with your insurance needs.

Use your local zip code to find and compare a slew of online car insurance quotes, at no fee, today!

Along with auto insurance coverage Fiesta Insurance offers home insurance, rental property insurance, boat insurance, motorcycle insurance, and business insurance.

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Tags: Car Insurance, Car Insurance Review, Insurance Review, Review

Upcoming Massachusetts Reinsurance Symposium

September 21st, 2011

The Massachusetts Reinsurance Bar Association (MReBA), of which I am the Secretary, is hosting its third annual claims symposium at the Harvard Club in Boston.  Registration is $150 for industry people and $250 for others.  To register, go to the MReBA web site:  www.mreba.org

This year’s keynote speaker will be Tracey Laws, Senior Vice President and General Counsel of the Reinsurance Association of America. She will focus her remarks on the current regulatory climate in which all of us conduct business.

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Tags: Massachusetts Reinsurance, Symposium