Announcement: SOA releases passing candidate numbers for April 2024 Exam PA.

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  • The Personal Actuary: A New Star in the Universe of Financial Advisors
    The Personal Actuary: A New Star in the Universe of Financial Advisors This article discusses the services ... planning; <!-- InstanceBeginEditable name="Header" --> The Independent Consultant <!-- InstanceEndEditable --> ...

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    • Authors: Paul Richmond
    • Date: Jan 2007
    • Competency: External Forces & Industry Knowledge
    • Publication Name: The Independent Consultant
    • Topics: Actuarial Profession>Entrepreneurism
  • The Personal Actuary: A New Star in the Universe of Financial Advisors
    The Personal Actuary: A New Star in the Universe of Financial Advisors Discusses the emerging role of ... of personal actuary. N/A; The Personal Actuary: A New Star in the Universe of Financial Advisors by ...

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    • Authors: Paul Richmond
    • Date: Aug 2006
    • Competency: Professional Values>Practice expertise
    • Publication Name: The Actuary Magazine
    • Topics: Actuarial Profession>Alternative careers
  • The Personal Actuary: A New Star in the Universe of Financial Advisors
    The Personal Actuary: A New Star in the Universe of Financial Advisors A summary of the growing financial ... actuaries can fulfill and why the time is right for the emergence of the Personal Actuary. Alternative ...

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    • Authors: Paul Richmond
    • Date: Nov 2007
  • The Personal Actuary
    The Personal Actuary This article is about the job of a personal actuary and applicable regulations ...

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    • Authors: Paul Richmond
    • Date: Nov 2008
    • Competency: Professional Values>Practice expertise
    • Publication Name: Actuary of the Future
    • Topics: Actuarial Profession>Alternative careers
  • The Personal Actuary
    The Personal Actuary Panelists discuss the growing field of the personal actuary. Topics include evaluating ... taxation and life settlements. From the Record of the Society of Actuaries Vol. 31 No. 1, Session 47 ...

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    • Authors: James C Brooks, Paul Bruce, Paul Richmond
    • Date: May 2005
    • Competency: Strategic Insight and Integration>Strategy development
    • Publication Name: Record of the Society of Actuaries
    • Topics: Actuarial Profession>Alternative careers
  • The Independent Consultant Newsletter, October 2006, Issue No. 12
    The Independent Consultant Newsletter, October 2006, Issue No. 12 Full version of The Independent Consultant ...

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    • Authors: Society of Actuaries, John West Hadley, Stuart Klugman, Anna M Rappaport, Paul Richmond, Charles Ritzke, David Miller, Ruth Ann Woodley, Ken Lizotte, Rodrigo Silva, Daniel Cassidy, Daniel K Kehoe, Charles Nault, Patricia Coate, Elaine Crowley
    • Date: Oct 2006
    • Publication Name: The Independent Consultant
  • Research on Unmet Needs for Financial Advice
    Research on Unmet Needs for Financial Advice The Society of Actuaries has recently issued a Request for ... Proposal to identify specific consumer profiles and the retirement income strategies appropriate to each ...

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    • Authors: Paul Richmond
    • Date: May 2008
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Actuary of the Future
    • Topics: Life Insurance>Marketing and distribution - Life Insurance