Announcement: SOA releases October 2025 ALTAM, ASTAM, FAM, and November 2025 INV 201 Exams passing candidate numbers. SOA congratulates the new ASAs and CERAs for December 2025.

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  • The Impact of Investment Adviser Regulations on Personal Actuaries

    The Impact of Investment Adviser Regulations on Personal Actuaries This paper reviews state and federal regulation of investment advisers as it applies to personal actuaries and advocates action ...

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    • Authors: Teresa Winer, Carl Westman
    • Date: May 2007
    • Competency: Professional Values>Practice expertise; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Actuarial Practice Forum
    • Topics: Actuarial Profession>Alternative careers

  • The Impact of Investment Adviser Regulations on Personal Actuaries

    The Impact of Investment Adviser Regulations on Personal Actuaries This paper considers the problem of actuaries acting as advisers to individuals. This activity is covered by regulations, ...

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    • Authors: Teresa Winer, Carl Westman
    • Date: May 2007
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Actuarial Practice Forum
    • Topics: Actuarial Profession>Alternative careers; Actuarial Profession>Qualifications
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