Lorry Stensrud, a seasoned executive turned entrepreneur, is on the leading-edge of retirement income product development with his new Venture Achaean Financial.
Achaean’s Income Plus+ product provides a relatively high level of guaranteed starting income while maintaining both...
Anna Rappaport is widely recognized as a leading expert on retirement systems, workforce issues, the impact of changing demographics and women’s...
Bob MacDonald has had a storied career as a leading entrepreneur and executive in the financial services industry.
Some of Bob’s roles include: president and CEO of ITT Life; founder, chairman and CEO of the highly successful LifeUSA, and; CEO of...
Jerry Golden--often referred to as the father of variable life insurance and variable annuities--has had a distinguished career as an innovator...
Francois Gadenne is the Chairman and Executive Director of the Retirement Income Industry Association (RIIA).
Formed in 2006, RIIA is bringing together the leading minds and resources in the relatively young retirement income industry. RIIA members include leading academics, banks, insurers, fund companies,...
Is there a financial equivalent to the maxim “first do no harm?”
What if one of the guiding principles of medicine was applied to the world of financial advice?
What would the financial services landscape look like if product manufacturers and advisors were required to play by rules similar to those that exist for physicians?
First, my guess is that the financial corollary to the application of primum non nocere (first do no harm) would be:
I have had countless conversations over the past year or so with people who cannot believe they are actually paying to hear someone tell them that they are in relatively good shape because their portfolio has outperformed some index by fifty basis points. ...
Many financial advisors seem conditioned to wear...
Structured settlements are often a reference point for my friends and relatives who are involved in the legal profession. Conversations typically involve an acknowledgement of basic...
Much of my professional background has been focused around the healthcare industry and I find the fields of...
There was clearly a ton of time and effort invested into the 36 demos at the recent Finovate conference in San Francisco.
Not easy to get up on stage and speak for 7 minutes in front of a crowd of 500 people.
