To paraphrase Josh Brown in his informative, and entertaining, interview with Matt Ackermann on INTV last week — and I take no satisfaction in saying this — the current crisis has proven the value of having a solid internal tech platform.
[Video: 3 Questions: Josh Brown]
Unlike Ritholtz Wealth, InvestmentNews was not born a remote firm, but over the past 12 months, we have invested in technology that enhances collaboration, and that has facilitated our quick shift to becoming a remote company that continues to deliver our weekly edition, as well as an active website.
Prior to mid-March, we assembled the print edition in the office every Friday. Then, one Thursday, we were told that the office would be shut at the end of the day. Our tools allowed us to complete the issue the next day, and then to select and transition to a digital version so that we could continue to serve our readers who aren’t able to receive issues at the office anymore.
I share this anecdote not to celebrate what’s happened in the past, but to emphasize that companies like ours and Josh’s have been rewarded for looking ahead. Importantly, we all need to take time now, in the midst of this crisis, to keep looking beyond the current moment to anticipate and develop solutions for whatever may come next.
RIA aggregator adds $4.8 billion in client assets across seven states as demand grows for alternatives to traditional succession models.
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
Shareholder targets FS KKR Capital's directors over alleged portfolio valuation and dividend missteps.
UBS has a history of costly litigation stemming from the sale of volatile investment products.
New director David Woodcock puts firms on notice over fees, conflicts, and liquidity risk as private credit shows signs of stress.
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
Growth may get the headlines, but in my experience, longevity is earned through structure, culture, and discipline
