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.
Ownership and transition of ownership is one of six trends* that will impact the future of independent advice for the next 10 to 20 years. As rep-advisors' practices become valued into the millions, ownership considerations loom large.
Who will be the movers and shakers of the financial advice industry in 2013? Here are our picks.
At the beginning of a crucial period for the eurozone, Invesco Fixed Income Portfolio Manager Michael Siviter outlines the challenges the authorities face.
The following is an excerpt from the soon-to-be-released study from Pershing Advisor Solutions, "The Advisor of the Future: Building a Business to Last."
One of the most popular stories we have ever published was the April 29, 2012 story by Mark Schoeff Jr., “A talent shortage looms as the industry booms”. Within 24 hours of posting, the story went viral and is now our second most-read story of 2012. Why?
Two experts discuss whether aspiring financial planners should go to graduate school
InvestmentNews' first-ever independent adviser technology study aims to provide firms with a way to benchmark their technology investments and usages against those of other firms.
