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!
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.
The Kansas-based mega-RIA is giving clients access to dedicated care coaches as new surveys show caregiving duties are straining Americans' finances.
Aspen's affiliated RIAs now manage $15 billion after the New York-based platform added Kalamazoo-based CWS Financial Advisors.
The Chicago-based mega-RIA's latest additions, spanning six office locations and over 40 team members, pushes its W-2 platform assets to roughly $35 billion.
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.
