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NASD likely to amend VA suitability proposal

November 7, 2005

One of the most controversial provisions of NASD's variable annuity suitability rule will likely be dropped, an official said Friday. NASD of Washington is "looking to eliminate" a provision requiring supervisors to review recommendations made...

HSAs may be good for banks, bad for insurers

October 3, 2005

NEW YORK - Health savings accounts will flourish and create new income opportunities for banks but could significantly reduce health insurers' premiums, according to a report released last month. About 740,000 people will have an HSA-linked...

Planning platform facilitates firm-compliant advice

October 18, 2004

AdviceAmerica Inc. in Fremont, Calif., has introduced AdvisorVision 4.0, a financial planning platform that delivers personalized and institution-compliant advice using a proprietary knowledge-based rules engine that can be customized by the...

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