Industry Insights

Get insightful perspectives from WebCE’s brightest minds on critical industry challenges, the latest breakthroughs, and emerging trends to help you stay ahead of the curve.

Seismic $418M NAR Settlement to Reshape Real Estate

By WebCE
Apr 5, 2024

Major changes are on the horizon for residential real estate after the National Association of Realtors (NAR) recently agreed to a seismic $418 million settlement over broker commissions. ...continue reading.
Highlights from NASAA's 2023 Enforcement Report

By WebCE | Mar 15, 2024

Key insights from NASAA's 2023 Enforcement Report, including digital fraud threats, new schemes targeting older investors, and IAR compliance. ...continue reading.
Investment Adviser Representative Education 2024 Update

By Julie Mendel, CDEI, SILA-A | Feb 16, 2024

The IAR CE Requirement has been adopted in six more states for 2024. NASAA and WebCE are tracking all the current states looking to adopt and those who have already adopted. ...continue reading.
2024 IRS Tax Refund Schedule: When to Expect a Tax Refund

By WebCE | Feb 1, 2024

WebCE's 2024 tax return filing guide is filled with the latest updates, best practices, and refund schedule chart. ...continue reading.
Why Insurance is a Meaningful Career

By WebCE | Jan 8, 2024

Recent and forecasted changes to the insurance industry have made insurance an appealing career for Gen Z to make meaningful contributions to their community. ...continue reading.
What do Embalmers do?

By WebCE | Dec 28, 2023

By preparing the body chemically and cosmetically, the embalmer plays an essential role in providing respect to the deceased. ...continue reading.
5 Key Resources for Securities Professionals

By WebCE | Nov 30, 2023

Essential resources to help securities pros and firms stay ahead like FINRA's networking tool, FINRA continuing education support, and FinPro tips. ...continue reading.
Real Estate Prelicensing vs. Exam Prep

By WebCE | Nov 17, 2023

Discover the key steps to starting a successful real estate career with our comprehensive on everything from prelicensing to exam prep and beyond. ...continue reading.
What is an Insurance Underwriter?

By WebCE | Nov 8, 2023

Learn what an insurance underwriter is, their basic job duties, and how you can become one. ...continue reading.
What Do Insurance Adjusters Do?

By WebCE | Sep 8, 2023

Insurance adjusters help settle insurance claims, but the specifics vary across three types of adjusters: staff, independent, and public adjusters. ...continue reading.
What is a Broker-Dealer?

By WebCE | Sep 5, 2023

Broker-dealers, whether individuals or firms, trade securities on behalf of clients (brokers) or for their own accounts (dealers). ...continue reading.
What is Real Estate Post-Licensing?

By WebCE | Aug 23, 2023

Real estate post-licensing is additional coursework required to earn a real estate license, but is completed after earning a license. Get a complete overview of real estate post-licensing, including how it differs from continuing education. ...continue reading.
What is the Securities Industry? An Overview

By WebCE | Aug 18, 2023

An overview of the securities industry, including its history, regulators, and key players. Plus, tips on becoming a securities professional. ...continue reading.
What is Personal Lines Insurance?

By WebCE | Aug 14, 2023

Personal lines insurance helps protect from losses and lighten the financial burden that often follows. Get a complete overview of the personal lines insurance industry from WebCE. ...continue reading.
How Funeral Professionals Can Help Survivors of Suicide Deaths

By WebCE | Jul 24, 2023

Compassionate advice for helping survivors of suicide deaths for funeral professionals based on WebCE's latest funeral CE course. ...continue reading.
The Future of Accounting: Exploring the Industry's Pipeline Problem

By WebCE | Jun 19, 2023

Accounting has a pipeline problem. Incoming talent is shrinking. WebCE explores potential solutions and new approaches to attracting new talent to the accounting industry. ...continue reading.
What is Real Estate License Portability?

By WebCE | Jun 5, 2023

Real estate license portability allows for greater license flexibility when working out-of-state. Each state's portability laws vary, however. Find out the what, why, and how of license portability from WebCE. ...continue reading.
What is Real Estate License Reciprocity?

By WebCE | May 24, 2023

Real estate license reciprocity offers an easier way to earn multiple licenses. Each state's reciprocity agreements vary, however. Find out the what, why, and how of license reciprocity from WebCE. ...continue reading.
Tiny Homes and Alternative Properties: Essential CPA Knowledge for Client Guidance

By WebCE | May 18, 2023

Given the growing number of prospective homeowners looking into tiny homes, CPAs should consider including a tiny home course in their CPE. ...continue reading.
The Benefits of a Reciprocal Real Estate License

By WebCE | May 4, 2023

The many advantages of a reciprocal real estate license to work in another state. ...continue reading.
All About NASAA's Investment Adviser Representative Examination Validity Extension Program (EVEP)

By WebCE | May 4, 2023

A Complete Guide to NASAA's Investment Examination Validity Extension Program (EVEP) ...continue reading.
The Importance of Foreign Asset Training in Title 31 Compliance

By Julie Mendel, CDEI, SILA-A | Mar 23, 2023

A training program for Title 31 compliance is vital for casinos to detect and reduce the risk of cybersecurity threats. ...continue reading.
A Complete Guide to FINRA's Maintaining Qualifications Program (MQP)

By Julie Mendel, CDEI, SILA-A | Mar 23, 2023

A Complete Guide to FINRA's new Maintaining Qualifications Program (MQP) ...continue reading.
The Inflation Reduction Act: What Insurance Professionals Need to Know

By Anne Shropshire, CLU | Mar 8, 2023

The Inflation Reduction Act created big changes Health Insurance Marketplace-registered agents and brokers ought to know to best serve their clients. ...continue reading.
Personal Life Insurance Planning: Common Mistakes to Avoid

By Anne Shropshire, CLU | Feb 28, 2023

Life insurance planning demands personalized attention to navigate complexities, prevent mistakes, and guide clients effectively. ...continue reading.
Negotiating Basics for Real Estate Professionals

By Ann Heinz, JD, CDEI, GSI | Feb 24, 2023

Mastering effective negotiation skills is key to understanding and connecting with clients—and boosting your real estate success. ...continue reading.
2023 IRS Tax Refund Schedule: When to Expect a Tax Refund

By WebCE | Feb 17, 2023

WebCE's 2023 tax guide simplifies the process, detailing new changes, updated deadlines, a complete refund schedule, and tips for a quick refund. ...continue reading.
The Inflation Reduction Act: What Real Estate Professionals Need to Know

By Ann Heinz, JD, CDEI | Jan 10, 2023

...continue reading.
The Inflation Reduction Act: What Tax Professionals Need to Know

By Jennifer Smith, CPA, JD, CDEI | Jan 10, 2023

...continue reading.
Human Composting - New Trend in Funeral Industry

By Ann Heinz, JD, CDEI | Jan 10, 2023

...continue reading.
SECURE ACT 2.0 Creates New Retirement Planning Opportunities

By Lynn Knauf, CPCU, ARM | Jan 10, 2023

...continue reading.
Understanding the Series 66 License

By Julie Mendel, SILA-A | Nov 4, 2022

The Series 66 License streamlines the licensing process for securities agents and IARs, combining the Series 63 and Series 65 licenses. Find out all you need to know about the Series 66 license, the Series 66 exam, and all other co-requirements. ...continue reading.
New York Regulation 187 Best Interest Rule - Back in Play

By Lynn Knauf, CPCU, ARM | Oct 27, 2022

...continue reading.
Bias in Real Estate & How to Avoid It

By Ann Heinz, JD, CDEI | Oct 7, 2022

...continue reading.
Flood Insurance: What Real Estate Professionals Should Know

By Ann Heinz, JD, CDEI | Sep 22, 2022

...continue reading.
FINRA's Series 6 License: What it is and How to get it

By Julie Mendel, SILA-A, CDEI | Sep 20, 2022

...continue reading.
Virtual Currency: What Tax Professionals Need to Know

By Jennifer Smith, CPA, JD, CDEI | Sep 15, 2022

In this blog, we cover the basics on virtual currency and the tax laws governing these types of transactions all tax preparers ought to be aware of. ...continue reading.
Pet Insurance 101: What Insurance Agents Need to Know

By Anne Shropshire, CLU | Sep 14, 2022

...continue reading.
Responsible Gaming

By Denise Andries, SILA-A, CDEI | Sep 14, 2022

...continue reading.
A Complete Overview of The Series 65 License

By Julie Mendel, SILA-A, CDEI | Sep 13, 2022

WebCE's industry expert details all you need to know about the Series 65 license, including exam prep tips and resources to help you pass the first time. ...continue reading.
Bloodborne Pathogens and the Casino

By Denise Andries, SILA-A, CDEI | Sep 8, 2022

...continue reading.
Funeral Industry Outlook

By Ann Heinz, JD, CDEI | Aug 10, 2022

...continue reading.
The Boiler Room Scam: How to Protect Yourself

By Julie Mendel, SILA-A, CDEI | Jun 17, 2022

...continue reading.
Why Is Fair Housing Important for Real Estate Professionals?

By Ann Heinz, JD, CDEI | May 17, 2022

...continue reading.
Funeral Directors and Ethical Business Practices

By Ann Heinz, JD, CDEI | May 11, 2022

...continue reading.
What Are Capital Acquisition Brokers (CABs)?

By Julie Mendel, SILA-A, CDEI | Mar 24, 2022

...continue reading.
Cremation Best Practices for Funeral Professionals

By Ann Heinz, JD, CDEI | Mar 8, 2022

...continue reading.
2022 Homeowners Insurance Changes: What Insurance Professionals Need to Know

By Anne Shropshire, CLU | Mar 1, 2022

...continue reading.
SEC Financial Responsibility Rules for Broker-Dealers

By Julie Mendel, SILA-A, CDEi | Feb 25, 2022

...continue reading.
What Is Estate Planning and Why Is It Important?

By WebCE | Feb 16, 2022

...continue reading.
Stigmatized Properties: Selling a Haunted House

By Tom Jensen, Sr Content Writer/Editor | Jan 27, 2022

...continue reading.
The Gig Economy and Taxes: Become a Gig Economy Tax Expert

By Jennifer Smith, CPA, JD, CDEI | Jan 19, 2022

Understanding how the gig economy can complicate taxes is essential for the future success of CPAs, Enrolled Agents, and other tax professionals. ...continue reading.
How Real Estate Agents Can Negotiate a Win-Win

By Ann Heinz, JD, CDEI | Jan 13, 2022

...continue reading.
What Real Estate Agents Need to Know About Smart Homes

By Ann Heinz, JD, CDEI | Jan 6, 2022

...continue reading.
What is Water Cremation (Alkaline Hydrolysis)?

By Ann Heinz, JD, CDEI | Dec 2, 2021

...continue reading.
FINRA'S Continuing Education (CE) Program Transformation

By Julie S. Mendel, SILA-A, CDEI | Nov 18, 2021

...continue reading.
NAR Ethics Training: Adhering to a Higher Standard

By Ann Heinz, JD, CDEI | Aug 19, 2021

...continue reading.
New York Court Overturns State’s Annuity Best Interest Regulation (Regulation 187)

By Anne Shropshire, CLU | May 20, 2021

...continue reading.
Retirement Tax Planning — Preparing for the Future

By Jennifer Smith, CPA, JD, CDEI | Apr 29, 2021

...continue reading.
Real Estate Agent vs. Broker vs. REALTOR®

By Ann Heinz, JD, CDEI | Apr 6, 2021

...continue reading.
NAIC Revised Suitability in Annuity Transactions Model Regulation with Best Interest Standard

By Anne Shropshire, CLU | Apr 1, 2021

...continue reading.
Top 5 Small Business Tax Deductions (2021 Tax Season)

By Jennifer Smith, CPA, JD, CDEI | Mar 16, 2021

...continue reading.
Foreign Corrupt Practices Act (FCPA): Cases

By Julie S. Mendel, SILA-A, CDEi | Dec 15, 2020

...continue reading.
New Funeral and Death Care Trends for 2021

By Ann Heinz, JD, CDEI | Dec 11, 2020

...continue reading.
Named Insured, Additional Insured, and More: Who Is Who and What’s the Difference

By Anne Shropshire, CLU | Nov 24, 2020

...continue reading.
Foreign Corrupt Practices Act (FCPA): Enforcement & Penalties

By Julie S. Mendel, SILA-A, CDEi | Nov 19, 2020

...continue reading.
Federal COVID-19 Stimulus Legislation: 2020 Summary

By Jennifer Smith, CPA, JD, CDEI | Nov 10, 2020

...continue reading.
Cybersecurity and the Real Estate Market

By Ann Heinz, JD, CDEI | Oct 29, 2020

...continue reading.
Foreign Corrupt Practices Act (FCPA): Provisions

By Julie S. Mendel, SILA-A, CDEi | Oct 27, 2020

...continue reading.
Foreign Corrupt Practices Act (FCPA): Background & History

By Julie S. Mendel, SILA-A, CDEi | Sep 29, 2020

...continue reading.
Medicare Annual Election Period (Open Enrollment) 2021

By Anne Shropshire, CLU | Sep 24, 2020

...continue reading.
Does Insurance Cover Riots and Looting?

By Millie Workman, CPCU, AU, CRIS, MLIS, AFIS, ERIS, TRIP, and Trevor Antley | Sep 15, 2020

...continue reading.
Pennsylvania Mandated Reporters and Child Abuse Recognition and Reporting Training

By Ann Heinz, JD, CDEI | Aug 13, 2020

...continue reading.
The SEC Whistleblower Program

By Julie S. Mendel, SILA-A, CDEi | Aug 11, 2020

...continue reading.
Working With Seniors: Advice For Professionals With Older Clients

By Trevor Antley | Jul 28, 2020

Advice on common challenges and concerns to help you communicate and work more effectively with your senior clients. ...continue reading.
6 Tips for Real Estate Agents as States Reopen During COVID-19

By Ann Heinz, JD, CDEI | Jul 6, 2020

To help your real estate agency navigate the industry as the economy continues to reopen, we’ve put together six tips and pieces of advice for real estate professionals during this period. ...continue reading.
CFP Board to Begin Enforcing New Practice Standards on June 30, 2020

By Jennifer Smith, CPA, JD, CDEI | Jun 23, 2020

...continue reading.
Understanding Short Sale Volume Data on FINRA’s Website

By Julie S. Mendel, SILA-A, CDEi | Jun 16, 2020

...continue reading.
How COVID-19 Has Affected Consumers’ Financial (and Emotional) Health

By Jennifer Smith, CPA, JD, CDEI | Jun 11, 2020

A fascinating new survey details how the COVID-19 pandemic has affected American consumers, financial confidence, behavior, and differences between generations. ...continue reading.
Why Funeral Homes Need Aftercare and Grief Services

By Ann Heinz, JD, CDEI | May 21, 2020

...continue reading.
Understanding FINRA's Dispute Resolution Process

By Julie Mendel, SILA-A, CDEi | May 19, 2020

...continue reading.
COVID-19 Stimulus Packages Attracting Fraudsters and Scam Artists

By Jennifer Smith, CPA, JD, CDEI | May 12, 2020

...continue reading.
How Your Funeral Home Can Stay Safe During COVID-19

By Ann Heinz, JD, CDEI | Apr 21, 2020

...continue reading.
Coronavirus (COVID-19): Does Business Interruption Insurance Apply?

By Jack P. Gibson, CPCU, CRIS, ARM; Chief Executive Officer | Apr 14, 2020

...continue reading.
Getting to Yes on Your Commercial Lines Submission

By WebCE | Apr 7, 2020

...continue reading.
Highlights of the 2020 CARES Act

By Anne Shropshire, CLU | Apr 2, 2020

...continue reading.
Finalized Hedging Disclosure Rules

By Julie Mendel, Senior Product Manager | Mar 16, 2020

...continue reading.
What Are The International Financial Reporting Standards?

By WebCE | Feb 26, 2020

...continue reading.
QSEHRAs, ICHRAs, and EBHRAs: Everything You Need To Know

By Anne Shropshire, Director of Content | Feb 17, 2020

...continue reading.
The SECURE Act’s Impact on IRA Distributions

By Troy Harkey | Feb 11, 2020

...continue reading.
The 2020 Tax Season: Gig Economy Workers

By Jennifer Smith, Product Manager | Jan 28, 2020

...continue reading.
Appointing a Custodian of Books and Records

By Julie Mendel, Senior Product Manager | Jan 15, 2020

...continue reading.
Changes To Retirement Savings: The SECURE Act

By Jennifer Smith, Product Manager | Dec 23, 2019

...continue reading.
How Insurance Premiums Are Determined

By WebCE | Nov 21, 2019

...continue reading.
What Are Alternative Mutual Funds?

By Julie Mendel, Senior Product Manager | Nov 15, 2019

...continue reading.
Understanding Medicare To Serve Your Clients’ Needs

By WebCE | Oct 30, 2019

...continue reading.
What is Algorithmic Trading?

By Julie Mendel, Senior Product Manager | Oct 23, 2019

...continue reading.
Taxing Transfers of Wealth: Gift, Estate, Trusts

By WebCE | Oct 1, 2019

...continue reading.
Changes to Medicare: What You Need To Know

By Anne Shropshire | Sep 25, 2019

...continue reading.
Tax Professionals: Remember To Renew Your PTIN

By WebCE | Sep 17, 2019

...continue reading.
Immunity from Liability Under the Senior Safe Act

By Julie S. Mendel, Senior Product Manager | Sep 9, 2019

...continue reading.
Growing Trends In The Funeral Planning Industry

By Ann Heinz, Product Manager | Sep 5, 2019

...continue reading.
Regulation Best Interest: Client Relationship Summary – Minimum Information Requirements

By Julie Mendel, Senior Product Manager | Aug 15, 2019

...continue reading.
What is the New York Regulation 187 Best Interest Rule?

By WebCE | Aug 6, 2019

...continue reading.
Regulation Best Interest: The Client Relationship Summary

By Julie Mendel, Senior Product Manager | Aug 5, 2019

...continue reading.
Why It’s Important To Use An Insurance Agent

By WebCE | Jul 29, 2019

...continue reading.
Growing Your Real Estate Business in the Slow Season

By WebCE | Jul 23, 2019

...continue reading.
An Overview of Regulation Best Interest

By Julie Mendel, Senior Product Manager | Jul 16, 2019

...continue reading.
What You Need To Know About Life Income Annuities

By WebCE | Jun 24, 2019

...continue reading.
How to Promote Online Reviews for Your Funeral Home

By WebCE | Jun 21, 2019

...continue reading.
Standards of Commercial Honor and Principles of Trade

By Julie Mendel, Senior Product Manager | May 15, 2019

...continue reading.
Understanding the Gig Economy

By WebCE | May 8, 2019

...continue reading.
Why Clients Leave Their Real Estate Agent

By WebCE | Apr 12, 2019

It's equally important to both attract and keep clients as a real estate agent. These tips will help you meet your clients' needs and maintain your stellar reputation. ...continue reading.
Using Social Media Marketing to Promote Your Profession

By WebCE | Apr 9, 2019

...continue reading.
How Do You Answer When Temptation Knocks?

By Julie Mendel, Senior Product Manager | Apr 8, 2019

Decision making is a critical process in every company. A domino effect of either good or bad decisions can have a big impact on your business. ...continue reading.
What You Need to Know About the NAIC Cybersecurity Model Law

By WebCE | Mar 28, 2019

Increased adoption of cybersecurity legislation among various states creates a new landscape for financial service companies and professionals. ...continue reading.
Real Estate CE Course Hot Topic: Building Green

By Effie Hopkins | Mar 19, 2019

...continue reading.
Property Management: Real Estate CE Hot Topic

By Effie Hopkins | Mar 19, 2019

...continue reading.
Using Life Insurance for Retirement Income

By WebCE | Jan 29, 2019

...continue reading.
Life Insurance Riders: Accelerated Death Benefits and Long-Term Care

By WebCE | Jan 28, 2019

...continue reading.
Become a Valuable Resource for Information this Tax Season

By WebCE | Jan 21, 2019

...continue reading.
What Are Designated Home States & Why Are They So Important?

By Dan Tromblay | Jul 2, 2018

...continue reading.
Why Is Cremation So Popular? Cremation and Other Funeral Industry Trends

By Mallory O'Sullivan | Jun 11, 2018

...continue reading.

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