Profile

  • 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.
    read more
  • 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…
    read more
  • 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…
    read more
  • 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.
    read more
  • 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.
    read more
  • 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.
    read more
  • 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…
    read more
  • A Conversation With Steve White
    A Conversation With Steve White

    Complex Families

    by P.E. Kelley

    Feuds among heirs over inheritances seem par for the course when a celebrity dies, but a new report released in April by BMO Wealth Management makes it clear that such scenarios aren’t limited to Hollywood.
    read more
  • A Conversation with Larry Greenberg
    A Conversation with Larry Greenberg

    Trump: Bump or Thump?

    by P.E. Kelley

    Since the November 8, 2016 election, and through the January 20, 2017 inauguration and into its first 100 days, the Trump administration has witnessed tremendous highs and lows, to say the very least. One constant, however, has been the Stock Market’s seemingly blithe reaction to it all.
    read more
  • A Conversation With Sue Ann Cormack
    A Conversation With Sue Ann Cormack

    Prime Numbers

    by PE Kelley

    As the SEC implemented new changes to money market fund rule 2a-7, the National Association of Insurance Companies was required to take action as to how those funds would be treated by insurers related to their capital charges.
    read more