- A Conversation With Mitchell Morrison
AI may not be quite ready to replace the advisor
by P. E. Kelley
Over the past year we have witnessed a phenomenal advent of generative AI tools, including GPT-4, ChatGPT and AlphaCode, and a subsequent explosion of possible outcomes for the technology. At the outset, its immediate adoption by users — throughout industry, education and just regular folks — has been definitive. It has captured the imagination of…
read more - A Conversation With Tina Haley
Redefining Uncertainty
by P.E. Kelley
Within its sheer size and scope, the Covid-19 Pandemic impacted so much more than the health of people worldwide. As it spread, and as we responded to its insidious affect, it also gave rise to revelation about the way we live, work and manage our lives, such as how the mandate for isolation provided the…
read more - A Conversation With James Katz
ESG: Investors Are Human Too
by P.E. Kelley
As more investors begin to embrace and seek to understand, and ultimately invest in, emerging ‘environmental, social and governance’ portfolios (ESG), the industry has mobilized to deliver these opportunities in a way that makes sense to its clients. But that’s where things often get a little hazy, because socially responsible investors, who usually come to…
read more - A Conversation With Mark Holweger
Life insurance & the emergence of the digital sale
by P.E. Kelley
There is an age old tenet of marketing that life insurance must necessarily be sold in a top-down setting, with an experienced agent guiding the process from start to finish, to ensure that the client doesn’t deviate from what has always been accepted as a proven way to seal the deal.
read more - A Conversation With Chris Huemmer
Getting Real
Mr. Kelley is managing editor of this magazine. Connect with him at pkelley@lifehealth.com.
As investors grapple with an historic low interest climate, reverberations from stifling Covid-19 protocols and newly emerging economic volatility, prospects for asset growth are, to say the least, a little hazy. One area of growing interest is the prospects for real assets, defined as real estate, infrastructure and natural resources.
read more - A Conversation with Lee Freitag
The New Challenges Of Accumulation
by P.E. Kelley
Longevity has thrown a monkey-wrench into many of our reliable assumptions about building adequate and sustainable retirement income for our clients. The prospect of outliving ones assets, running out of money before running out of breath, has become a frightening possibility for many.
read more - A Conversation With Mike Hunstad
ESG: Investors Awakened
by P.E. Kelley
It is hard to look at any event that occurred during 2020 without it being wholly subsumed by the sheer gravity of the year itself. Still, much did happen while we engaged that other shared experience. For Sustainable Investing, 2020 may in fact prove to be a turning point… when the ESG phenomenon became mainstream.
read more - A Conversation With David Levenson & Neil Sprackling
Closing the U.S. Life Insurance Coverage Gap
The life insurance coverage gap has been growing over the past several decades. Today, there are 102 million uninsured and underinsured Americans. David Levenson, president and CEO of LL Global and Neil Sprackling, president of Swiss Re’s Life & Health US Business, discuss current and future trends.
read more - 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…
read more - 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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