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!
Wealth Consulting Group, Coastline and Maridea report fresh capital, acquisitions and asset growth as advisor M&A keeps climbing
Carson Group's Dani Fava, Jason Pereira of Woodgate Financial, and Sally George of Convergency Partners led the raise as the growth-tech startup builds out its AI platform and leadership bench.
New teams from William Blair, Ameriprise and UBS bring more than $560 million in combined client assets to the firm's employee and independent channels.
Regulators this year approved UBS Bank USA’s conversion to a nationally chartered bank.
How a subprime lender’s car-loan bonds allegedly unraveled before bankruptcy.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
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
