Profile

  • A Conversation with Carolyn Johnson A Conversation with Carolyn Johnson

    Holistic Planning

    by P.E. Kelley

    Marking the advent of new definitions of an advisor’s responsibility in today’s planning market, the DOL’s fiduciary ruling challenges the entire industry to clarify its rulebook for approaching, and advising, its client base. read more
  • A Conversation With Gregory Bailey A Conversation With Gregory Bailey

    Millennial Acquisition

    by Carolyn Ellis

    Describing what Denim Labs does requires some careful distinction. First, they do not make clothing… they make connections between carriers and their prospects, especially the millennial demographic. read more
  • A Conversation with Tania Brown A Conversation with Tania Brown

    Cultivating Financial Wellness

    by P.E. Kelley

    In a groundbreaking and ambitious study that sought to determine levels of ‘financial wellness’ among employees, the firm Financial Finesse, which provides wellness programs to the workplace, exposed some alarming disparities of financial stress within different ethnic groups. read more
  • A Conversation with Aimee Johnson A Conversation with Aimee Johnson

    Divorce,  And Other Disruptors

    by P.E. Kelley

    Divorce,  And Other Disruptors by P.E. Kelley Mr. Kelley is managing editor of this magazine. Connect with him by e-mail: pkelley@lifehealth.com. Aimee Johnson is Advanced Markets Manager for Allianz Life Insurance Company of North America (Allianz Life®), and manages the company’s Women’s Market program. As part of our series on late-in-life planning scenarios, ... read more
  • A Conversation With Steve White A Conversation With Steve White

    Complex Families

    by P.E. Kelley

    Feuds among heirs over inheritances seem par for the course when a celebrity dies, but a new report released in April by BMO Wealth Management makes it clear that such scenarios aren’t limited to Hollywood. read more
  • A Conversation with Larry Greenberg A Conversation with Larry Greenberg

    Trump: Bump or Thump?

    by P.E. Kelley

    Since the November 8, 2016 election, and through the January 20, 2017 inauguration and into its first 100 days, the Trump administration has witnessed tremendous highs and lows, to say the very least. One constant, however, has been the Stock Market’s seemingly blithe reaction to it all. read more
  • A Conversation With Sue Ann Cormack A Conversation With Sue Ann Cormack

    Prime Numbers

    by PE Kelley

    As the SEC implemented new changes to money market fund rule 2a-7, the National Association of Insurance Companies was required to take action as to how those funds would be treated by insurers related to their capital charges. read more
  • A Conversation With Sean McDermott A Conversation With Sean McDermott

    Robo-Revolution

    by Peter Kelley

    Sean McDermott is a Senior Analyst with Corporate Insight, a consultancy and research firm focused on developing technological and digital solutions across the financial services domain read more
  • A Conversation With Mitchell H. Caplan A Conversation With Mitchell H. Caplan

    Advisor Authority

    by P.E. Kelley

    In it’s second annual study, Advisor Authority, Jefferson National sought to better understand the mindset of its distribution force, RIAs and fee-based advisors. What it discovered was so much more. read more
  • A Conversation with Mike McDaniel A Conversation with Mike McDaniel

    Risky Business

    by Carolyn Elis

    iskalyze® is a company that develops programs to help advisors capture quantitative measurement of their clients’ risk-tolerances, and then utilize that data to capture and meet client-expectations. read more