David Macchia

• What Will It Mean to Be an Independent Financial Advisor?

  By Ellen Uzelac  |  June 1, 2008

  With baby boomers moving into self-funded retirement, the advisor will need to become expert at risk analysis, risk management and financial life planning. There will...

• What's the Future of Financial Products?

  By Staff Writer  |  June 1, 2008

  David Macchia: There's a lot at stake for people as they approach retirement, many with arguably insufficient assets, or certainly not the optimum amount of...

• Clifford Jack

  By David Macchia  |  May 1, 2008

  David Macchia: Over time, the executive leadership in insurance has increasingly been comprised of individuals who have no sales background. I've always believed that experience...

• Wealth2K's David Macchia Speaks with DWS Scudder's Phillip Hensler

  By David Macchia  |  April 1, 2008

  David Macchia: Philipp, I know my readers will be very much interested in knowing about you on a personal level, and perhaps about things that...

• FOCUS!

  By Melanie Waddell, AdvisorOne  |  March 1, 2008

  It's a well-known fact: more and more advisors are relying on retirement planning services to boost their bottom lines. As more advisors enter the retirement...

• Wealth2K's David Macchia Interviews LPL's Mark Casady

  By David Macchia  |  March 1, 2008

  Over the course of two lengthy conversations with Mark Casady I came to understand more than a few things about the man who leads the...

• Tailor made

  By David Port  |  February 1, 2008

  For a financial instrument that only recently has found a solid foothold in the United States, structured products are thriving. New issuance has grown dramatically...

• Up to the Challenge

  By David J. Drucker  |  January 1, 2008

  Boomers have come of age to retire and that event, alone, has sparked an epiphany. Until we took notice of the fact that the oldest boomers...

• Bringing Clarity to Equity Indexed Annuities

  By Savita Iyer-Ahrestani, AdvisorOne, Savita Iyer-Ahrestani, AdvisorOne  |  November 20, 2007

  David Macchia, CEO of Hingham, Massachusetts-based Wealth2k, a provider of communications technology and multimedia presentations exclusively for the financial services industry, has a great interest--personal as well as professional--in baby boomer retirement security, and his project of the moment involves shedding light on the rather obtuse world of the equity-indexed...

• The $20 Trillion Question

  By Ellen Uzelac  |  November 1, 2007

  Twenty trillion dollars is roughly the amount of money that retirees in coming years will be drawing down; but no one has figured out the...