It’s almost a year since I joined the team at InvestmentNews, so it’s a perfect time to reflect on the many changes I’ve witnessed since my arrival last December.
Little did I know that as managing editor I’d be shepherding not only a transition in leadership under Chief Content Officer George Moriarty, who arrived just two weeks before me, but also a major newsroom upheaval as COVID-19 sent us all home, and I learned how to publish a weekly magazine on the fly from my dining room table.
Despite my unexpected challenges, the IN team has accomplished much in a year that most people would like to forget. IN redesigned its website and upgraded the tech that runs it. We made the home page more dynamic and better focused on trending topics and new initiatives. We resized the text edition and updated its look and feel.
The editorial team doubled down on its commitment to covering environmental, social and governance investing with the launch of ESG Clarity in Europe, the U.S., and now Asia.
Veteran writers Jeff Benjamin and Bruce Kelly caught the podcasting bug with The InvestmentNews Podcast, joining contributing editor Mary Beth Franklin’s Retirement Repair Shop podcast and CEO Christine Shaw’s Her Success Matters podcast.
The suddenness of the global pandemic that has affected everyone pushed our live events to a virtual format overnight and inspired us to launch a digital version of the magazine.
In 2020, we’ve all had to face so many strange changes with no guide other than our wits and determination. I’m proud to have faced it with the best journalists in the business by my side.
Chicago-based Mesirow Fiduciary Solutions adds flexPATH's plan-level outsourced fiduciary book, boosting its retirement market reach to $164 billion.
Also, Raymond James's employee advisor channel adds breakaways from Wells Fargo and Stifel, while UBS welcomes an ex-Morgan Stanley duo in Indiana.
It promised guaranteed principal and 10% monthly returns. The SEC says it invested nothing.
Ten years after entering the fee-based annuity market, MassMutual Ascend says nearly half its lifetime sales came in the past two years alone – but barriers remain among fee-only advisors.
Amplify, WealthReach, Zeplyn and Zocks have unveiled partnerships aimed at automating portfolio management, content creation, account opening, and client communication.
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
