Profile

  • 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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  • A Conversation With Aimee Johnson
    A Conversation With Aimee Johnson

    Women, Money & Power

    by P. E. Kelley

    The idea of the ‘empowerment of women’ would seem by now embedded in our culture, having germinated in protest in the 1960’s and becoming gradually codified into the consciousness of society, and ultimately into the fabric of the lives of so many. But how engrained is it? Just how confident are women today in the…
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  • A Conversation With Neil Sprackling
    A Conversation With Neil Sprackling

    Next-Gen Underwriting

    by P.E.Kelley

    There was a time in the very early days of life-insurance underwriting, somewhere in the 1700s, when the only useful and predictive piece of data was age. And it affected a simple equation: as the certainty of death approached year by year, so was risk duly assessed.
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  • 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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