Profile

  • A Conversation With Melissa Cowan
    A Conversation With Melissa Cowan

    The ‘Women in Pensions Network’

    by P.E. Kelley

    Melissa Cowan, head of Business Development for Corporate Retirement Services at Morgan Stanley, is the president of the Women in Pensions Network (WiPN). This group, a 501©6 non-profit, was formed in 2009 with a fairly direct aim: to enhance networking among professional women in the retirement planning space.
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  • A Conversation With Joe Gaynor
    A Conversation With Joe Gaynor

    The ABCs of RMDs

    by P.E. Kelley

    Many investors who turned 70½ last year may have missed the December 31 deadline to take their first required minimum distribution (RMD) from a retirement account like an IRA or 401(k). Fortunately, the IRS gives some extra time to those taking their first RMD...
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  • A Conversation With Craig Hawley
    A Conversation With Craig Hawley

    Advising The Affluent

    by P.E. Kelley

    Nationwide Advisory Solutions’ 2018 Advisor Authority study surveyed more than 1,700 RIAs, fee-based advisors and individual investors. It’s recent special report on “Winning the High Net Worth: Unlock Greater Growth Serving More Affluent Investors” zeroed in on the unique attributes and needs of the High Net Worth (HNW) – with investable financial assets ranging from…
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  • A Conversation With Laurinda Ferreira
    A Conversation With Laurinda Ferreira

    Failure not an option

    by PE Kelley

    The essential value-proposition for success in financial services has always been deceptively simple. From debit-agents working their neighborhoods, families and friends to today’s retirement planners constructing complex income-strategies, the only job requirement, at the outset at least, was a desire to succeed.
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  • A Conversation with Chris Dyrhaug
    A Conversation with Chris Dyrhaug

    What’s In A Name?

    by P.E. Kelley

    The financial services industry has always focused careful and concentrated attention on how it communicates to its consumers, while purposefully managing how its message is ultimately perceived. The connection between any industry and its constituency today, however, is seeing by a blurring of these lines, where the delivery of its message and products is being…
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  • A Conversation With Bryan W. Adams
    A Conversation With Bryan W. Adams

    Critical Mass

    by P.E.Kelley

    The ever-evolving distribution equation continues to be of critical concern to the players involved, especially those working in the senior market space. From manufacturers with a sharp eye on the effective flow of products, to agency owners with a keener eye on profitability and succession, the delivery chain requires, more than ever, viability and cost-efficiency.
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  • A Conversation With Axel Merk
    A Conversation With Axel Merk

    Bitcoin: Cryptic Currency?

    by P.E. Kelley

    What is Crypto-Currency? It may depend on whom you ask. The Securities & Exchange Commission considers it a security. The Internal Revenue Service accounts for it as property. And the Treasury says it’s a currency. And they may all be correct, which is perhaps the crucial takeaway, at least if you are considering investing money…
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  • A Conversation With Brooks Tingle
    A Conversation With Brooks Tingle

    Shared Value

    by PE Kelley

    A new report published by the Shared Value Initiative in June, 2017, recognizes the Vitality business model, now deployed by five of the world’s leading insurers, as a leading example of shared value in insurance.
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  • A Conversation With Craig Hawley
    A Conversation With Craig Hawley

    Gen-X: Moving The Needle

    by P.E. Kelley

    Being in their prime earning years and next in line for inheritance, Gen X is a vital segment for advisors to target in order to enhance profitability and set their firms up for future success.’ So said Craig Hawley, head of Jefferson National / Nationwide’s advisory solutions business, referencing conclusions from his company’s third annual ‘Advisor…
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  • A Conversation With: Kate Healy
    A Conversation With: Kate Healy

    Talent Search

    by P.E. Kelley

    The RIA industry is coming up short in its effort to attract next-generation talent, as older recruitment models struggle to relate to today’s younger prospects. Part of the challenge is our growing diversity across all societal demographics.
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