When I wrote the first of these missives back in the Jan. 6 issue, I introduced our new magazine size and spoke of the many changes we had planned for the year.
Since then, we have redesigned the magazine, spun out a new website and revamped several of our newsletters, including the Daily Pulse, which is now sent out every afternoon with all the key news you need.
Then came COVID-19, and we introduced the digital edition of our magazine in March. So there’s been some change.
Now I come to you, our readers, seeking your feedback. The email delivering the May 4 issue included a two-question survey, and some of you may have received a five-minute survey in the mail asking your thoughts on the website and digital edition. Thanks in advance for taking the time to complete those.
Have specific feedback not covered in the surveys? Email me ([email protected]), or tweet at me (@geomoriarty), or find me on LinkedIn or send a carrier pigeon.
I’m listening.
Voya Financial adds private equity, credit and real estate options to its AMA program, building on support for looser federal investment rules in retirement accounts.
Shannon Reid, president of Osaic and the network’s number two executive, has plenty of challenges, industry executives said.
Auditors flagged the commingling. The COO allegedly knew. Investors kept getting the pitch
The advisors on the move include two brothers leading a family practice in Connecticut, and a husband-and-wife tandem working with business owners in the West Coast.
Business owners and their heirs may be making assumptions instead of having conversations, creating challenges for succession planning, according to new research.
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.
