Every December, editors worldwide reflect on the previous 12 months, and I’m no exception. A year earlier, we had several high-profile departures in a very short time. But CEO John French’s steady leadership has made IN stronger and more resilient. I’m grateful to him for giving me the privilege in 2022 to lead this remarkable team as editor-in-chief.
And I’m proud of the editorial team we’ve created. We padded an already impressive talent roster, bringing back Ryan W. Neal as fintech editor. Once again, we have led the industry, this time by creating the first and only diversity, equity and inclusion editor in our space with the hiring of Joanne Cleaver. To give you even more angles on the news, we added the versatile Gregg Greenberg to anchor our multimedia offerings and cover the retirement beat.
Our longest-tenured writers continue to impress. Jeff Benjamin’s Niche Adviser series won an Eddie award from Folio Magazine for best series of articles, and Mark Schoeff Jr. was recognized by Editor & Publisher for best news/political blog for his monthly D.C. INsider column.
Senior columnist Bruce Kelly continues to hold the industry accountable, chronicling the downfall of GWG Holdings Inc. in real time.
Greenberg and video whiz Angelica Hester launched two new video series featuring industry and market movers and shakers: IN the Office, direct from our NYC headquarters, and IN the Nasdaq, from the exchange floor.
Behind the scenes, Susan Kelly has done an exceptional job directing daily news coverage as managing editor, with support from copy editor Daniel Martinez and editorial special projects manager Ashley Sellers, both of whom joined the team in 2022.
We have great expectations for 2023. Thank you, loyal readers, for making it all possible.
Maridea Wealth Management's deal in Chicago, Illinois is its first after securing a strategic investment in April.
A new PitchBook analysis unpacks sticking points relating to liquidity, costs, and litigation risk for would-be investors and plan sponsors.
"The outcome is correct, but it's disappointing that FINRA had ample opportunity to investigate the merits of clients' allegations in these claims, including the testimony in the three investor arbitrations with hearings," Jeff Erez, a plaintiff's attorney representing a large portion of the Stifel clients, said.
The collaboration will give RIAs yet another access point into the alternatives space through a new unified managed account capability.
A drop in interest rates and easier access to capital has reignited appetite among private equity-backed consolidators, who accounted for 53% of RIA deals so far this year- their highest share since 2021 according to DeVoe & Company.
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.
