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.
"Im glad to see that from a regulatory perspective, we're going to get the ability to show we're responsible [...] we'll have a little bit more freedom to innovate," Farther co-founder Brad Genser told InvestmentNews.
Former advisor Isaiah Williams allegedly used the stolen funds from ex-Dolphins defensive safety Reshad Jones for numerous personal expenses, according to police and court records.
Taking a systematic approach to three key practice areas can help advisors gain confidence, get back time, and increase their opportunities.
Meanwhile, Osaic lures a high-net-worth advisor from Commonwealth in the Pacific Northwest.
The deals, which include its first stake in Ohio, push the national women-led firm up to $47 billion in assets.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
