It brings me great pleasure to announce that this issue represents the return of the print edition of InvestmentNews.
First, allow me to thank everyone for their patience as we managed this situation.
Now, let me share our two-phase plan to return to our print issue schedule.
Phase One (June to August): Print magazines will be delivered the weeks of June 15, June 29, July 27 and Aug. 31.
Phase Two (September through year-end): Print magazines will be delivered every week between Sept. 15 and Dec. 21.
Response to the introduction of our digital edition has been overwhelmingly positive, as some readers told us they find it conducive to their current situations and that they are able to read and refer to the digital edition easily throughout the day.
Therefore, we want to assure those of you who have enjoyed the digital edition that it will remain an option for you, too!
This is an exciting step in our return to normal business operations, and I encourage you to stay in touch with your questions, comments and product ideas.
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.