Let’s start with the single most obvious statement about 2020: Nothing is the same today as it was six months ago.
There is nowhere that statement is borne out out more than in the way we have to conduct personal interactions since the pandemic started. In a conversation for our Retirement Income Summit (Aug. 10-11), Will Fuller of Lincoln Financial emphasized the change this has had on adviser-client interactions.
It got me thinking of the changes advisers are making in their professional interactions.
The striking thing about this industry has always been the volume, and quality, of its conferences. It’s likely attributable to the extroverted nature that’s practically a personality requirement to succeed in the industry, but those glad-handing opportunities have come to a halt.
Now, just as we’ve all adapted to new realities elsewhere in business, we’re adapting to the new conference reality. Last week, InvestmentNews hosted our most recent Women Adviser Summit, and we have many more coming.
This week and next is the aforementioned Retirement Income Summit, and the end of the month brings another Women Adviser Summit. Through the fall we will host no fewer than 16 conferences, covering topics including ESG, fintech and retirement, as well as celebrating industry leaders.
Though we can’t get together like we used to, we can still come together. So, please join us — even if it’s from your kitchen.
Chicago-based Mesirow Fiduciary Solutions adds flexPATH's plan-level outsourced fiduciary book, boosting its retirement market reach to $164 billion.
Also, Raymond James's employee advisor channel adds breakaways from Wells Fargo and Stifel, while UBS welcomes an ex-Morgan Stanley duo in Indiana.
It promised guaranteed principal and 10% monthly returns. The SEC says it invested nothing.
Ten years after entering the fee-based annuity market, MassMutual Ascend says nearly half its lifetime sales came in the past two years alone – but barriers remain among fee-only advisors.
Amplify, WealthReach, Zeplyn and Zocks have unveiled partnerships aimed at automating portfolio management, content creation, account opening, and client communication.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
