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Mark S. Cassady, Chairman & CEO of LPL Financial Services will be my interview subject as part of the Leaders & Innovators series. Cassady heads-up the nation’s largest independent brokerage firm in terms of revenues. LPL is represented by more than 7,000 advisors in 4,500 branch offices. The firm, which has its own [...]

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 [...]

Retirement Income Industry Association Founding Chairman, Francois Gadenne, has contributed numerous essays to this blog (soon to be called a “magazine” because that’s what it has turned into). Today Francois explores the similarities between the financial challenges of start-up companies and households. It’s an interesting way to look at financial dynamics which show remarkably consistent [...]

On the topic of retirement income planning Phil Lubinski is one the most experienced and knowledgeable financial advisors practicing. His virtually exclusive concentration on income distribution over more than two decades places him among a tiny minority of advisors who have mastered the investment and income tax strategies required to properly place retirement assets into [...]

In spite of its warts, the indexed annuity industry and the products it provides may well play an important role in helping Boomer investors maximize their capacity to generate retirement income. People like me who advocate for an improved annuity industry hope that the indexed annuity industry will meet its varied challenges head-on and ultimately [...]

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 [...]