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.
Retiring RIA seller David Laidlaw alleges the Carnegie valued his stake on $11.7 million EBITA while pitching potential buyers on $21.3 million.
New tool gives RIAs and family offices AI help vetting private market deals, with some users reportedly halving review time.
Investors got projected returns dressed up as real ones, SEC says
Parents must still act to get the $1,000 federal seed and employer contributions, giving financial advisors a role in the rollout.
FINRA booted Rudy Anguiano from the industry for “conversion - the intentional and unauthorized taking of another person’s property.”
As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
