- 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…
read more - 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.
read more - 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…
read more - 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.
read more - A Conversation With Mike Ellison
Robos and the Next-Generation Investor
by P.E. Kelley
Within the overarching discussion of the emergence of Robo-Advisors, there is certainly a perceptible self-conscious tone, one informed by self-preservation and a sense of threat. But to presume out of hand that advisors will ever be truly replaced by machines misses the salient point: our technology is driving us to develop newer and more automated…
read more - A Conversation With Laura Adams
Undercurrents of Health Reform
by PE Kelley
A recent survey of consumer opinions about the Affordable Care Act, conducted by the insurance marketing website InsuranceQuotes, revealed that while overall support for the ACA has varied since the law was introduced in 2010 (highest after President Obama took office and lowest a year before the 2016 presidential election), the election has not changed…
read more - 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
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
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
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:
[email protected] 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, which normally…
