Profile

  • A Conversation With Abigail Ingalls
    A Conversation With Abigail Ingalls

    Gender lens investing

    Gender lens investing 
We have invited a guest editor to conduct this month’s Profile. Breckenridge Capital Advisors’ chief marketing officer Dominica Ribeiro interviewed the firm’s senior research analyst, Abigail Ingalls, on the emerging subject of gender-lens investing. Investing with a gender lens seeks to earn positive financial returns while advancing gender equality. Gender lens investing…
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  • A Conversation With David Levenson
    A Conversation With David Levenson

    Life, Revisited

    by P.E. Kelley

    Something happened in 2020 that caught the attention of many in the financial planning industry. As the world, its people and its industries began to realize the size and scope of the COVID-19 pandemic, and the subsequent and staggering consequences and challenges it imposed, consumers in the U.S. began to think more seriously about life…
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  • A Conversation With Ann Marie Etergino
    A Conversation With Ann Marie Etergino

    ESG And The New Viability

    by P.E. Kelley

    How does the concept of sustainability translate into profitability for companies that embrace it? Does being green cultivate a new pathway toward market performance? While there is plenty of debate on the subject, portfolios containing companies that score high on environmental, social and governance issues have actually performed quite well. Moreover, they exhibit a curious…
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  • A Conversation With Tom Garretson
    A Conversation With Tom Garretson

    A Fixed Recovery

    by P. E. Kelley

    Measuring the impact of COVID-19 on our economy, indeed on the entire global picture, can be at times illusory. While the damage done is dramatically clear, as nightly headlines reflect alarming levels of loss, panic and uncertainty, a clear road forward is coming into view.
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  • A Conversation With Gina Birchall
    A Conversation With Gina Birchall

    Embracing Life

    by P. E. Kelley

    September is Life Insurance Awareness Month, the embodiment of a strategic effort by numerous industry constituencies to provide a sharper focus on the importance and immutable efficacy of our life insurance products.
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  • A Conversation with Dave Hanzlik
    A Conversation with Dave Hanzlik

    The Art of Proactive Dissuasion

    by P.E. Kelley

    The effect of market volatility can be disorienting, to say the least, to the point where you may have to proactively dissuade your clients from altering the plans they have in place. So, it is always good practice, but more so in times of crisis, to revisit and reestablish the goals that you have established…
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  • A Conversation With David Levenson
    A Conversation With David Levenson

    LIMRA: The Currency Of Information

    by P.E. Kelley

    Information is the lifeblood of any industry - what you know about what you do directly influences the depth and breadth of your success. It follows then, that the quality of information, including all of the data, research and marketing analysis needed to adequately inform and educate a work-force, should be held to a higher…
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  • A Conversation With Melinda Mecca
    A Conversation With Melinda Mecca

    Model Portfolios

    by P.E. Kelley

    What’s driving interest can be summarized by our own FlexShares ETFs Race to Scalability survey of advisors, which was designed to gauge financial advisors’ attitudes regarding the use of third-party investment management solutions.
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  • A Conversation With Jim Poolman
    A Conversation With Jim Poolman

    Getting In The Game

    by P.E. Kelley

    The longevity-risk may be a familiar concept to most of us in the industry, but for many pre-retirees and, sadly, new retirees, its stark reality is suddenly becoming crystal clear. There may be a high probability of ‘running out of money before you run out of breath.’
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  • A Conversation With Neil Sprackling
    A Conversation With Neil Sprackling

    Digital Ecosystems

    by P.E. Kelley

    Ecosystems are the new market. And as consumers embrace a new power, one that they wield in the palm of their hands, every typical business-to-consumer relationship has become summarily disrupted. Retail markets are in free-fall, as brick and mortar evaporates into the cloud and distribution becomes reinvented in a new digital space.
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