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The Impact of Investment Advice Regulations on Personal Actuaries

The Impact of Investment Advice Regulations on Personal Actuaries This paper, part of the Society of Actuaries [SOA} ‘Research Projects – Finance/Investment,’ sponsored by the SOA's Committee ...
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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.
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- Authors: Teresa Winer, Carl Westman
- Date: Aug 2005

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The Impact of Investment Advice Regulations on Personal Actuaries