Description: This paper, part of the Society of Actuaries [SOA} ‘Research Projects – Finance/Investment,’ sponsored by the SOA's Committee on Finance Research, examines state and federal regulations that may pose a competitive disadvantage for actuaries providing personal investment advice. The report was initiated by the Task Force on the Personal Actuary.

Description: This paper reviews state and federal regulation of investment advisers as it applies to personal actuaries and advocates action steps.

Description: This paper considers the problem of actuaries acting as advisers to individuals. This activity is covered by regulations, discussed in the paper, that currently recognize other professions but not actuaries. The paper recommends that actuarial organizations lobby the relevant legislative and regulatory bodies to provide actuaries pursuing an investment-focused career path with the same exemption status as other professionals.

Description: Paper on the impact of investment advice regulations on personal actuaries.

Description: Discusses what a personal actuary is and what one typically does.

Description: From a session at a meeting of the Society of Actuaries held in San Diego, CA, June 22-23, 2000 This session provided an update on the progress of the American Academy of Actuaries task force charged with developing a long-term strategic approach for marketing the profession to future users of actuarial services and to strategically position and strengthen the profession.

Description: A study funded by the Committee on Finance Research of the Society of Actuaries on actuaries serving individuals. Focus would be on consulting to private individuals to assist with retirement issues as well as other insurance related issues.

Description: From a session at a meeting of the Society of Actuaries held in Las Vegas, NV May 22-24, 2000 The American Academy of Actuaries had put together an ad hoc task force charged with developing a long-term strategic approach for marketing the profession to future users of actuarial services and to strategically position and strengthen the profession. This session provided an update on the progress of the task force.

Description: Panelists explain the field of actuarial counseling, which is essentially risk management on an impartial basis for individuals. From the 1997 Record of Society of Actuaries, Vol. 23, No. 3.

Description: As the Board member partner assigned to work with the Actuary of the Future Section as of March 2005, I am reporting to you about several topics that may interest the section membership for this newsletter. Many of you have already received a lot of information and/or have read articles about the strategic plan, the image campaign, the reorganization of the SOA by sections versus practice areas and other large efforts underway at the SOA. There are many other things going on that are exciting, so I will focus on sharing other issues with you that may be less well known.