Every December, editors worldwide reflect on the previous 12 months, and I’m no exception. A year earlier, we had several high-profile departures in a very short time. But CEO John French’s steady leadership has made IN stronger and more resilient. I’m grateful to him for giving me the privilege in 2022 to lead this remarkable team as editor-in-chief.
And I’m proud of the editorial team we’ve created. We padded an already impressive talent roster, bringing back Ryan W. Neal as fintech editor. Once again, we have led the industry, this time by creating the first and only diversity, equity and inclusion editor in our space with the hiring of Joanne Cleaver. To give you even more angles on the news, we added the versatile Gregg Greenberg to anchor our multimedia offerings and cover the retirement beat.
Our longest-tenured writers continue to impress. Jeff Benjamin’s Niche Adviser series won an Eddie award from Folio Magazine for best series of articles, and Mark Schoeff Jr. was recognized by Editor & Publisher for best news/political blog for his monthly D.C. INsider column.
Senior columnist Bruce Kelly continues to hold the industry accountable, chronicling the downfall of GWG Holdings Inc. in real time.
Greenberg and video whiz Angelica Hester launched two new video series featuring industry and market movers and shakers: IN the Office, direct from our NYC headquarters, and IN the Nasdaq, from the exchange floor.
Behind the scenes, Susan Kelly has done an exceptional job directing daily news coverage as managing editor, with support from copy editor Daniel Martinez and editorial special projects manager Ashley Sellers, both of whom joined the team in 2022.
We have great expectations for 2023. Thank you, loyal readers, for making it all possible.
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