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.
Mounting regulatory pressures and proposed taxes are putting a strain on higher education institutions, forcing renewed focus on liquidity management and the secondary market for private equity.
Poll of 1,500 retirement plan investors finds 45% interested in private equity and private debt, with more than three-quarters saying they'd ramp up contributions as a result.
Most firms place a limit on advisors’ sales of alternative investments to clients in the neighborhood of 10% a customer’s net worth.
Those jumping ship include women advisors and breakaways.
Firms in New York and Arizona are the latest additions to the mega-RIA.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
