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.
InvestmentNews has just launched our first-ever independent-adviser technology study, which aims to provide advisers with a way to benchmark their firms' technology investments and usages against similar and top-performing firms.
Fund Portfolio net assets ($M) 1-year return 3-year return 5-year return Expense ratio*…
Industry Attitudes…
Not everyone interviews well. Some people just don't know how to network. Other people have to fake it until they make it.
A group of executives and officials representing nearly a dozen firms in the industry gathered in the InvestmentNews office in Chicago July 26 specifically to discuss their collective needs — and plans — to develop the next generation of financial advisers.
The need - and the case - for developing and introducing new talent into the financial advice business has been well-documented: The total number of practicing FAs has been steadily decreasing for years, at a time when more individual investors are in need of advice. Practicing FAs, of course, are also getting older each year, creating a greater need for internal successors in many cases.
