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.
At Goldman Sachs’ RIA conference, Dynasty’s Shirl Penney said an AI clone trained on his emails and speeches could be the first of “hundreds of digital employees.”
The top-ranked RIA by total AUM continues to scale its wealth management arm, bringing its Pennsylvania presence to five offices.
The Reddit trading community's formal comment letter against the proposal is drawing widespread attention across finance and tech circles.
Chicago Partners Wealth Advisors is helping shape the platform's product roadmap after switching from a legacy system.
RIA aggregator adds $4.8 billion in client assets across seven states as demand grows for alternatives to traditional succession models.
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
Growth may get the headlines, but in my experience, longevity is earned through structure, culture, and discipline
