When I wrote the first of these missives back in the Jan. 6 issue, I introduced our new magazine size and spoke of the many changes we had planned for the year.
Since then, we have redesigned the magazine, spun out a new website and revamped several of our newsletters, including the Daily Pulse, which is now sent out every afternoon with all the key news you need.
Then came COVID-19, and we introduced the digital edition of our magazine in March. So there’s been some change.
Now I come to you, our readers, seeking your feedback. The email delivering the May 4 issue included a two-question survey, and some of you may have received a five-minute survey in the mail asking your thoughts on the website and digital edition. Thanks in advance for taking the time to complete those.
Have specific feedback not covered in the surveys? Email me ([email protected]), or tweet at me (@geomoriarty), or find me on LinkedIn or send a carrier pigeon.
I’m listening.
Driven by robust transaction activity amid market turbulence and increased focus on billion-dollar plus targets, Echelon Partners expects another all-time high in 2025.
The looming threat of federal funding cuts to state and local governments has lawmakers weighing a levy that was phased out in 1981.
The fintech firms' new tools and integrations address pain points in overseeing investment lineups, account monitoring, and more.
Canadian stocks are on a roll in 2025 as the country prepares to name a new Prime Minister.
Carson is expanding one of its relationships in Florida while Lido Advisors adds an $870 million practice in Silicon Valley.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
