George Michael Gerstein on podcast to discuss fiduciary-related regulatory developments
NAIC model rule re. best interest moves closer to reality
@MarkSchoeff is reporting that NAIC is moving closer and closer to best interest annuity sales rule.https://t.co/opVLXAZchO
— Fiduciary Governance Group (@FidGovGroup) January 3, 2020
Stradley Ronon’s Fiduciary Governance Group cited for identifying state-wide trends on fiduciary legislation
The Fiduciary Governance Group’s tracking and analysis of the various state fiduciary developments was referenced in a recent planadviser article on New Jersey’s new proposal.
Bill Mandia and George Michael Gerstein discuss the race for fiduciary regulation at the federal and state levels
Bill Mandia presents at National Conference of Insurance Legislators on fiduciary developments
As previewed by ThinkAdvisor, Bill Mandia presented this past weekend at the National Conference of Insurance Legislators Spring Meeting in Nashville. Accompanying Rep. Joe Fischer (KY) and Rep. Martin Carbaugh (IN), Bill discussed the federal and state approaches to the sale of annuities and other retirement savings products.
Fiduciary Governance Group featured in InsuranceNewsNet Magazine regarding the multiple “best interest” legislative and regulatory state proposals on annuity sales
InsuranceNewsNet Magazine just published an insightful article on the various state best interest proposals regarding annuity and insurance sales within the broader NAIC context. The Fiduciary Governance Group’s analysis was featured.