Fare thee well, 2020

Fare thee well, 2020
In honest reflection, we all owe thanks to different groups that enabled us to enter 2021 stronger and more confident
NOV 18, 2020

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! 

Latest News

Annuities for RIAs: Why fee-only advisors still hit a wall
Annuities for RIAs: Why fee-only advisors still hit a wall

Halbert Hargrove senior wealth advisor weighs in on the products' guaranteed income upside, the operational drag and his wish list for carriers.

Broker-dealers must lean on tech, brand as advisors weigh options
Broker-dealers must lean on tech, brand as advisors weigh options

With 8.6% of advisors set to switch firms in 2026, Cerulli says advisor recruitment hinges on technology, branding and HNW support.

Advisor vs. advisor, Seattle showdown in fight for clients
Advisor vs. advisor, Seattle showdown in fight for clients

“I’m seeing more disputes like this between advisors and other advisors at the same practice,” said one industry executive.

Great Wealth Transfer might give way to a 'mirage,' Dunham research warns
Great Wealth Transfer might give way to a 'mirage,' Dunham research warns

Longer retirements and steady inflation could drain retiree portfolios before heirs inherit, with 4% net returns running dry by year 34.

Investors sue Coastal Financial after one fintech partner erases $470M
Investors sue Coastal Financial after one fintech partner erases $470M

A single fintech partner triggered a $68.8M credit hit.

SPONSORED In the Age of AI, Trust Becomes the Advisor's Greatest Asset

As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor

SPONSORED Direct indexing webinar targets tax-loss harvesting amid market swings

Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains