Many editors and writers like to claim they are above the fray of year-end commentaries. These cynics dismiss reflections at year’s end as glamorizing an arbitrary passage of time.
I’m not one of those sorts.
The end of the year always inspires me to reflect on the previous 12 months, and in reviewing 2020, I have so many thoughts. This year they’re focused on thanks, because 2020 has been so difficult. In honest reflection, we all owe thanks to different groups that enabled us to enter 2021 stronger and more confident.
Among those I’m thankful for beyond IN’s doors: the geniuses who created technology that enabled our staffs to move, on a moment’s notice, to a virtual environment that kept the economy moving forward; the members of the financial advice community who developed new ways to serve their clients and connect with their peers; and you, the readers, who provide us with purpose to be your trusted resource.
Internally, I give thanks to IN CEO Christine Shaw and Bonhill CEO Simon Stilwell for giving me the resources and guidance to lead; to my peers in sales, events and marketing, who have been invaluable partners; and especially, I thank the entire content team — you’re the best team I could have hoped for.
Looking forward to 2021, have a safe holiday break!
MyVest and Vestmark have also unveiled strategic partnerships aimed at helping advisors and RIAs bring personalization to more clients.
Wealth management unit sees inflows of $23 billion.
Deal will give US investment bank a foothold in lucrative European market.
New report examines the impact that the initiative has had on philanthropy.
Few feel confident that they will meet their retirement goals.
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.
