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.
A new proposal could end the ban on promoting client reviews in states like California and Connecticut, giving state-registered advisors a level playing field with their SEC-registered peers.
Morningstar research data show improved retirement trajectories for self-directors and allocators placed in managed accounts.
Some in the industry say that more UBS financial advisors this year will be heading for the exits.
The Wall Street giant has blasted data middlemen as digital freeloaders, but tech firms and consumer advocates are pushing back.
Research reveals a 4% year-on-year increase in expenses that one in five Americans, including one-quarter of Gen Xers, say they have not planned for.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
