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May 29, 2018 at 06:10 AM
Like all of you, I find my professional life a tad overwhelming at times. Which deadline should I cross off the list first? Which meeting is most important? And when will I get all my tasks done? Fortunately, I work with a great team to publish Investment Advisor each month and post news stories regularly on ThinkAdvisor.com. The past few months, Research Editor Liana Roberts had to go into overdrive to get the surveys out and results compiled for our yearly Presidents Poll and Broker-Dealer Reference Guide.
We appreciate her efforts! We’re also grateful to your broker-dealer executives, who finished the paperwork required to put together this month’s cover story “Keeping It All in Balance.” Now, we’re asking advisors to complete the second part of the yearly polling — the Broker-Dealer of the Year survey. We’ll present those results in our September issue.
Meanwhile, my colleague Ginger Szala and I are off to New Orleans for this year’s Envestnet Advisor Summit. We’ll meet with the winners of the 2018 Asset Manager and Strategist of the Year Awards, which will be featured in our July issue.
Speaking of meetings, we’re pleased to share consultant Tim Welsh’s latest summary of top industry events. The head of Nexus Strategy went to SS&C Advent’s Black Diamond Executive Forum in mid-May and highlights the latest thinking in this month’s Industry Insights.
Of course, one of the event’s notable speakers was columnist Mark Tibergien, CEO of BNY’s Pershing Advisory Solutions. In his Formulas for Success contribution, he tackles several growth-related issues, including advisors’ lack of capacity to serve more clients and weak branding. He also suggests ways to overcome these and related challenges.
