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…

Four Local Associations Win NAIFA Honors

Congratulations to four local associations in Florida for winning the 2018 Jack E. Bobo Award for Association Excellence!! The winners are: NAIFA-North Suncoast (Platinum) NAIFA-Ocala (Platinum) NAIFA-Tampa (Platinum) NAIFA-Central Florida (Gold) The award is presented each you to the top NAIFA local and state associations which demonstrate outstanding association achievement in the areas of:  Advocacy/Government…

What Is The Big Deal About Advocacy?

Joseph Chalom, CLU, RICP, LUTCF, LACP, NAIFA-Florida President-Elect What Is The Big Deal About Advocacy? Most readers of this publication are well acquainted that NAIFA’s core mission is political advocacy. In fact you probably hear it so often that your advocacy nerve may feel a bit numb. In the past three years you have heard…

Citizens’ Agent Bulletins for May 2018

Did You Miss Important Information from Citizens? Bulletins Recap: May 2018 Citizens emails its appointed agents and their agency principals with important bulletins regularly. In case you missed them, below are links to the personal lines and commercial lines bulletins as well as the Agent Updates sent during the month of May.   Personal Lines…

Gainesville’s Howard Rosenblatt to be Honored as “Financial Advisor of the Year” by NAIFA-Florida

Howard Rosenblatt, JD, CLU, ChFC, LUTCF, AEP, a member of NAIFA-Gainesville, is to be honored with NAIFA-Florida’s C.G. Snead / J.F. Bryan, III Memorial Award for Outstanding Service, recognizing him as the “Financial Advisor of the Year” in Florida for 2018. According to the Snead/Bryon Award committee chair and last year’s winner Bryon Holz, CLU,…