The Latest from Washington

The Economy and a New Tax Bill Dominates News from Washington By Dani Kehoe, Counsel to NAIFA Last week, after just two weeks of working on it and in an impressive show of nonpartisanship, Congress and the President agreed on an emergency funding bill to address the public health crisis caused by the coronavirus. That…

Awards & Scholarships

Awards Apply for the National Quality AwardYou have until May 31, 2019, to submit your application for NAIFA’s NQA. Earn this mark of distinction (and tell the world!) how you stand out among the competition.  Diversity Champion Award Applications Are Open. This award recognizes exceptional efforts to promote the full and equal participation of diverse people within the insurance…

Will Robo Advisors Replace Financial Advisors?

The Kaplan team recently attended the think2perform Evolution of the Financial Advisory Practice conference in Minneapolis to learn more about key issues in financial advising. One major topic of focus was the place of robo advisors in the future of the industry. Will robo advisors replace financial advisors? ActFi’s Spencer Siegel enthusiastically argued that they…