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The Emerging Patchwork of Investment Advice Regulation
The Emerging Patchwork of Investment Advice Regulation Feature article provides ... glimpse into recent changes to various standards of care owed to customers that will undoubtedly have a significant ...- Authors: Clifford Kirsch , Bria Adams
- Date: Sep 2019
- Competency: External Forces & Industry Knowledge
- Publication Name: Risks & Rewards
- Topics: Finance & Investments
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Caregiving and What We Have Learned So Far
Caregiving and What We Have Learned So Far The article offers a more nuanced approach to caregiving ... Finance & Investments, Health & Disability, Long-Term Care, Pension & Retirement, Public Policy 6/12/2019 ...- Authors: John Cutler
- Date: Jun 2019
- Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
- Topics: Demography; Finance & Investments; Health & Disability; Long-term Care>Long-term care insurance
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NewsDirect, May 2019, Issue 78
Drive Change By Richard De Sousa page 6 News Direct News DirectISSU E 78 M AY 2 01 9 12 Narrowing ... Medigap: One Part of a Quest for a Fantastic Health Care Future By Jing Lang and Rajiv Sood 3 Chairperson’s ...- Authors: Society of Actuaries
- Date: May 2019
- Competency: External Forces & Industry Knowledge
- Publication Name: News Direct
- Topics: Finance & Investments
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A Low-Growth World: Implications for the Insurance Industry and Pension Plans
asset and liability impacts on the actuary’s primary stakeholders, the insurance and pension sectors ... growth, spending more on one thing (e.g., health care, education) crowds out spending on something else ...- Authors: Max Rudolph, Mark E Alberts
- Date: Jun 2019
- Competency: External Forces & Industry Knowledge
- Topics: Finance & Investments; Finance & Investments>Asset liability management; Finance & Investments>Risk measurement - Finance & Investments
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Risks & Rewards, August 2019, Issue 74
calibration should be treated with just as much care and review as the underlying actuarial assumptions ... spread of banks in unsecured lending. It is a primary focus of the industry groups to drive consensus ...- Authors: Society of Actuaries
- Date: Sep 2019
- Competency: External Forces & Industry Knowledge
- Publication Name: Risks & Rewards
- Topics: Finance & Investments
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2003-2015 Credit Risk Loss Experience Study: Private Placement Bonds
holdings, there is no published, industry-wide, direct data from which default loss experience or, more ... discussions with investment professionals, and extreme care was utilized to confirm the data contributions were ...- Authors: Society of Actuaries
- Date: Apr 2019
- Competency: External Forces & Industry Knowledge
- Topics: Actuarial Profession; Finance & Investments
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Yield Curve Extrapolation Methods
and drawbacks and prevalence of their use. The primary focus of the research is on the U.S. and Canada; ... includes life insurance, annuities, long-term care, guaranteed investment contracts, group annuities ...- Authors: Jack T Kerbeshian, Patricia Matson
- Date: Feb 2019
- Competency: External Forces & Industry Knowledge
- Topics: Enterprise Risk Management; Finance & Investments
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Actuarial Utility and Preference Functions
Management: Management’s primary concern was that revenues were greater than expenses ... client’s perceived mortality. Agents: The agents primary concern was expressed as the amount of commissions ...- Date: Apr 2019
- Competency: External Forces & Industry Knowledge
- Topics: Finance & Investments
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pd-2019-05-las-session-049.pdf
closely follow federal law. The Sherman Act, is the primary U.S. antitrust law pertaining to association activities ... Limited and Octagon Credit Investors, LLC are all direct or indirect subsidiaries of Conning Holdings Limited ...- Date: Jun 2019
- Competency: Technical Skills & Analytical Problem Solving
- Topics: Annuities; Finance & Investments
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Chairperson's Corner
Chairperson's Corner Chairperson's column for the May 2019 edition of NewsDirect. ... strategic priorities in 2019. The first prior- ity is direct to consumer (DTC) marketing, with an emphasis ...- Authors: William Bade
- Date: May 2019
- Competency: External Forces & Industry Knowledge
- Publication Name: News Direct
- Topics: Finance & Investments