While we find our way through the COVID-19 situation, I loved this wisdom found on my Twitter feed last Tuesday morning.
“Friendly reminder in times of uncertainty and misinformation: anecdotes are not data. (Good) data is carefully measured and collected information based on a range of subject-dependent factors, including, but not limited to, controlled variables, meta-analysis, and randomization.”
The point is essential to how we endeavor to serve you, our readers, and what will inform our efforts in the future when we return to our new normal.
We remain laser-focused on identifying and delivering the information you need to serve your clients. This is why we have launched our Navigating 2020 series, which has included three webcasts so far, with four more events coming over the next two months. The series is informed by and reacts to this ever-changing environment. You can find more information at https://www.investmentnews.com/navigating2020.
All the content that we put forth will be developed based on feedback we gather and analyze, and they will provide you with the information you need so that you and your clients can succeed in this new reality, which is tumultuous and odd.
Underscoring just how odd a time we are in? The quote above, came from Steak-Umm (@steak-umm).
The Omaha, Nebraska-based RIA's latest acquisition expands its Rocky Mountain footprint after two prior Colorado deals last year.
Operational drag between an advisor signing and accounts going live is emerging as a competitive liability for wealth management firms.
Bain says companies face a "winner's paradox" as AI transformation collides with complex integrations.
Deal lifts global assets to roughly $523 billion under management.
Choice anxiety, prestige bias, and the temptation to make selections based on outsourced confidence are just some of the parallels between investing and the world of wine tasting.
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
Direct indexing is on pace to outgrow ETFs and mutual funds. Northern Trust's Ken Lassner explains why the advisors who get it wish they had started sooner.
