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A big hand for the team behind the scenes
It is my pleasure to show the InvestmentNews Events team some appreciation for the great work they do behind the scenes.
What’s so funny about diversity, equity & inclusion?
InvestmentNews will continue to promote what we perceive to be in the best interests of the advisory industry now and for generations to come: a diverse, equitable, inclusive, and exuberant makeup.
Moving past Covid-19
The pandemic has become just another fact of life because this year, things are different. Most people are vaccinated. Many offices and businesses have reopened.
Taking a cue from Ed Koch
We're asking for more feedback, so if you like something we wrote, or not, tell us. If you think we could do something better, say so.
Don’t say ‘No’ to the ‘O’
InvestmentNews is no longer spelling “adviser” with an “e” but has aligned with the common usage of the industry by adopting “advisor.”
Thank you, 2022, from InvestmentNews
I’m grateful to have led the remarkable team at InvestmentNews as editor-in-chief in 2022, and we have great expectations for 2023.
Turning a new page for InvestmentNews
With this first issue of 2022, we’re introducing a new format that we believe will enhance your reading experience. The changes are subtle, but substantive.
Succession planning is essential
Advisers that put off planning for the future leave themselves open to unnecessary risks when they should be relishing the fruits of their labor.
RIAs’ growth opportunity expands
The RIA industry has witnessed incredible growth in the past decade, but custodians, too, are looking to cash in on recent trends, like increased client access to alternative assets and digital currencies.
Retirement security answers take teamwork
A recent report by Natixis speaks to areas that can be addressed to improve U.S. retirement security, and there’s plenty of evidence about what needs to be done.
A new brand day
An exciting day in the evolution of InvestmentNews took place this week with the new brand launch of our reorganized parent company Bonhill Group.
Research twice, act once
We have all been told at some point in our lives to measure twice and cut once. Our annual custodian study generated the unique, and precise, data that you have come to expect from InvestmentNews Research.
It’s all coming together
Across the financial advice world, convergence is the name of the game.
Spotlighting good work, eye on future
Fortunately, this is an industry that’s primarily focused on serving all communities.
The power of conversations
By volunteering and sharing your passions, people get to talk to you and to know you, and when they know you, they are pleased to recommend you.
Why it’s important to question the consensus
One consensus I’ve seen emerging is that reducing pandemic unemployment benefits will ease hiring challenges. It’s been hard to find nonpolitical counterpoints to this. But I did find one source that challenged this notion.
The future of advice looks bright
As has been the case since the inception of the 40 Under 40 program, as we judged this year’s nominees, we found ourselves overwhelmed by the quality of candidates.
Pride is the word I’m looking for
InvestmentNews is a finalist in six categories in the 67th Annual Jesse H. Neal Awards, and I cannot overstate the sense of accomplishment — and humility — this generates in me.
Where will wealthtech take us next?
It’s the idea that someone is out there today, hacking a creative solution that will become the next new tech, that makes this an exciting time to be in financial advice.
Turning the corner
Reflecting on the outlook from that first week of January, optimism was a triumph of hope over experience. But today’s reality shows us that a positive perspective on that day was not in fact misplaced.
