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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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  • A Conversation With Mike Ellison
    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…
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  • A Conversation With Laura Adams
    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…
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  • 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.
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  • 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.
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  • 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.
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  • 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: [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…
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