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).
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
