News

Caldwell, NJ — The many forces reshaping the financial services industry are causing advisors to step back, re-evaluate their business models, and rethink the value propositions they provide to clients. This is causing a convergence: distribution channels are growing more similar every day. Organizations must reexamine their assumptions, and align with the right practice models […]

Caldwell NJ. The expanding regulatory mandates, fast-changing technology landscape, and high-profile data breach cases have elevated privacy from merely a “check-the-box” compliance matter to an enterprise-wide operational focus. Regulators and consumers are expecting increased privacy rights over an individual’s personal data. The California Consumer Privacy Act (CCPA) sets a new “standard” for future US privacy

Members: As I begin my term as president, I want to acknowledge the foundation that my predecessors have built in shaping the success of our organization. In particular, I want to thank our immediate past president, Adriana Nivia, whose leadership, guidance, and high standards have positioned SIFM to address future challenges. I also appreciate your support

Caldwell NJ.  John Forni, Managing Director of Grant Thornton, will focus on the key areas of tax reform impacting the insurance industry for which treasury has not yet addressed all the questions. He will highlight the open questions and the issues that they present. John will also share what Grant Thornton’s Washington National Tax Office has

Caldwell NJ.  Lawrence Hayden, Managing Director of KPMG, will discuss recent SEC updates and rulemaking activities as well as current hot topics in comment letters and cyber security. Lawrence works in integrated audits for large financial institutions.  He provides audit and advisory services to insurance and banking clients globally. His presentation will take place at the SIFM

Caldwell NJ.  What does tax reform legislation mean for your personal taxes? Jessica Perna of EY can help you to decipher the intricacies. She will present an overview of tax reform as it relates to individual income tax filers. Jessica will also touch on potential planning opportunities for your year-end consideration. Ms Perna is a tax partner

Caldwell NJ.  Do we need to re-evaluate our investment in people, processes, technology and tools to better align risk management and strategy and achieve greater efficiency and effectiveness?  Mark DeLong, Dennis Frio and John Swanick will address that question at SIFM’s Quarterly Conference which will take place on December 6th and will be held at the

Caldwell NJ.  Blockchain and distributed ledger technologies are a hot topic, but what can they really offer to insurers?  EY’s Chris Bassett will delve into blockchain including: Quick walk-through of Blockchain 101 Illustrate the role this technology plays in the development of new platform-based business models Demonstrate how it is being used in the marketplace Describe