Mark started with us as a reporter at our sister publication 'Financial Week' in 2005 and rose to become Associated Publisher (in 2013) and then Managing Director (2018) of InvestmentNews. In 2020 he moved on to become Managing Director at ECHELON Partners, and in 2021 Managing Director, Wealth Management, at Informa Connect. He Tweets at: @brunz99 and you can also connect with him on LinkedIn.
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At minimum, every advisor should have a personalized, written emergency continuity plan in place. And the best, most complete solution is a funded continuity and succession plan backed by emergency on-site support in the event of a challenge to business continuity.
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A handful of advisory firms are maximizing their technology investments to run more efficient, effective - and ultimately profitable practices. What are the traits of the top performing and most innovative independent advisers? Listen to the archive of this exclusive InvestmentNews Research webcast, which offers a look at the results of our 2013 Adviser Technology Study.
