I’m listening

I’m listening
I come to you, our readers, seeking your feedback
MAY 10, 2020

When I wrote the first of these missives back in the Jan. 6 issue, I introduced our new magazine size and spoke of the many changes we had planned for the year.

Since then, we have redesigned the magazine, spun out a new website and revamped several of our newsletters, including the Daily Pulse, which is now sent out every afternoon with all the key news you need. 

Then came COVID-19, and we introduced the digital edition of our magazine in March. So there’s been some change. 

Now I come to you, our readers, seeking your feedback. The email delivering the May 4 issue included a two-question survey, and some of you may have received a five-minute survey in the mail asking your thoughts on the website and digital edition. Thanks in advance for taking the time to complete those.

Have specific feedback not covered in the surveys? Email me ([email protected]), or tweet at me (@geomoriarty), or find me on LinkedIn or send a carrier pigeon. 

I’m listening.

Latest News

SEC fines, censures Ohio RIA for failure to supervise rogue remote-work rep
SEC fines, censures Ohio RIA for failure to supervise rogue remote-work rep

The Cincinatti firm reportedly missed multiple signs that the errant advisor misappropriated $728k from clients to fund his gambling, pay personal expenses, and repay other investors.

Bank of America wealth management reports boost in fresh fee-based assets
Bank of America wealth management reports boost in fresh fee-based assets

“There was also cash moving off the sidelines,” one Merrill executive noted.

Advisors weigh in on the heavyweight battle between Apple and NVDA
Advisors weigh in on the heavyweight battle between Apple and NVDA

Wealth managers watch as Apple and NVDA battle it out for the title of the world's largest company.

Broker-dealer giant Osaic taps Kristy Britt as CFO
Broker-dealer giant Osaic taps Kristy Britt as CFO

The PE-backed wealth giant is welcoming the veteran with over 20 years of experience to help lead its next phase of growth.

Wealth firms want asset managers to step up specialist support
Wealth firms want asset managers to step up specialist support

Broadridge industry survey unpacks sentiments and gaps around active ETFs, alts, indexing solutions, and AI adoption.

SPONSORED Destiny Wealth Partners: RIA Team of the Year shares keys to success

Discover the award-winning strategies behind Destiny Wealth Partners' client-centric approach.

SPONSORED Explore four opportunities to elevate advisor-client relationships

Morningstar’s Joe Agostinelli highlights strategies for advisors to deepen client engagement and drive success