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!
Meanwhile, Raymond James and Tritonpoint Partners separately welcomed father-son teams, including a breakaway from UBS in Missouri.
Paul Atkins has asked staff to solicit public comment on novel ETFs, pausing the clock on as many as 24 filings linked to the booming event contracts market.
From 401(k)s to retail funds, Deloitte sees private equity and credit crossing into mainstream investing on two fronts at once.
Big-name defections from Morgan Stanley, UBS, and Merrill Lynch headline a busy two weeks of recruiting for the wirehouse.
Markets have always been unpredictable. What has changed is the amount of information investors are trying to process and the growing role advisors play in helping clients avoid emotional decisions
Wellington explores how multi strategy hedge funds may enhance diversification
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
