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When I came up with the idea for a blog based, in part, on interviews with executive leaders in financial services I couldn’t have known how popular the one-of-a-kind conversations would become. Nor could I have foreseen that Research Magazine, under the byline David Macchia Interviews, would publish one of my interviews each month in [...]

When I began the Leaders & Innovators interview series I didn’t expect it to so rapidly explode in popularity. But it did. And today I’m delighted to announce that it continues to attract some of the sharpest minds in financial services. Given the prestige of the participants and their enormous knowledge and insight, it’s really [...]

Over the course of two lengthy conversations with

I originally published this interview with LIMRA’s Bob Kerzner about 3 months ago. With the organization’s Annual Meeting taking place next week in Boston, I thought now would be a good time to share this in-depth conversation with one of the life insurance industry’s most senior leaders. Readership has more than doubled since its [...]

One of the most enjoyable and enlightening conversations I’ve ever experienced occurred recently with Dallas Salisbury, President & CEO of Washington-based Employee Benefit Research Institute. For someone like me who is “hooked” on everything retirement income, listening to Salisbury’s answers caused me to reexamine many of my own strongly-held views on retirement-related issues.
Salisbury [...]

Back in April when readership of this magazine was much less than it is today, I published this interview with Transamerica’s Phil Eckman. Because many may have missed the opportunity to gain from Eckman’s vision and insights, I thought I’d share it with you today:
In this wide-ranging interview, Phil Eckman, CEO of Transamerica Retirement [...]

Heather Dzielak is Senior Vice President of the Retirement Income Security Ventures (RISV) group at Lincoln Financial. She is heading a unit whose stated mission is to position Lincoln as the nation’s “preeminent provider of retirement security.”
Dzielak is an executive who’s clearly on top of her game. In this wide-ranging interview, she addresses [...]

Bob Kerzner is a passionate advocate for the life insurance industry. Since 2004 he has been the President & CEO of LIMRA International, a world-wide organization dedicated to providing its nine-hundred member companies research, value-added marketing and distribution expertise. As Kerzner describes it, over its ninety-year heritage LIMRA has become the repository for [...]

I am pleased to announce that Keith Strykula, Founder and Chairman of the non-profit Structured Products Association (SPA) has agreed to an in-depth interview as part of the Industry Leaders & Innovators series. I’ll explore a variety of issues with Strykula including his vision for the scope of structured products in the consumer [...]

Meir Statman’s research focuses on behavioral finance. He attempts to understand how investors and managers make financial decisions and how these decisions are reflected in financial markets. The questions he addresses include: What are the cognitive errors and emotions that influence investors? What are investor aspirations? How can financial advisers and plan sponsors help investors? [...]

An interview with Dallas Salisbury, President & CEO of the Employee Benefit Research Institute (EBRI) will be appearing soon as part of the Leaders & Innovators series.
EBRI is an unbiased research organization whose stated mission is to contribute to, to encourage and to enhance the development of sound employee benefit programs and sound [...]