July 5, 2007
Harry Stout heads-up the $80 Billion Retail Annuity Group of ING. He is exceedingly aware of the long-term nature of annuity contract guarantees and has focused ING on managing risk “,…..very intelligently and very aggressively to make sure that you honor all of the economic policies and guarantees that you have in the contracts that [...]
April 11, 2007
I’m very pleased that Moshe Milevsky has agreed to have me interview him as part of the “Industry Leaders & Innovators”series.Moshe is the Executive Director of The IFID Centre and is an Associate Professor of Finance at the Schulich School of Business at York University in Toronto, Canada. He has lectured in the joint Kellogg/Schulich [...]
April 4, 2007
Paul Lofties heads-up Wealth Management services at Securities America Investments (SAI), the nation’s 6th largest independent broker-dealer. Lofties is also charged with setting the firm’s strategy around income distribution. In this interview I explore SAI’s efforts to transition a portion of its advisors to a Wealth Management practice model. I also ask Lofties about [...]
March 11, 2007
In his award winning book, United States, Gore Vidal wrote, “Once a man’s image, good or ill, is set in the public’s mind, he can contradict himself every day and still be noted for consistency.”
This quote reminds me of today’s generally negative public perception of variable annuities and how difficult it has been to alter [...]