Late spring has brought buckets of rain and endless storms to different parts of the country. In Texas, we have been inundated. Plus, there’s been a steady stream of big industry news to cover — everything from Advisor Group’s sale to Reverence Capital Partners (see “Broker-Dealer Beat”) to the reported plan for Goldman Sachs to buy Joe Duran’s United Capital.
It’s also the peak conference season. After attending the Envestnet Advisor Summit with me in Austin (discussed in “Envestnet Technology: Build-a-Bear Meets Netflix” on page 2), Executive Managing Editor Ginger Szala rushed back to Chicago for the Morningstar Investment Conference, which she wrote about for this month’s “Industry Insights,” and for Carson Group’s Excell 2019 event. We’re now getting ready for Pershing Insite.
With this crowded schedule, I’m left wondering how to prioritize professional and personal tasks (and to schedule a needed vacation). Angie Herbers has lots of tips of this topic in this month’s “The Fast Track” column.
Mark Tibergien, in “Formulas for Success,” highlights the industry’s need to improve its diversity and inclusiveness, as well as what it can gain by tapping the tremendous resources of CFP programs at 100-plus colleges nationwide. I look forward to hearing more from Mark at BNY Mellon Pershing’s annual Insite conference, set for June 12–14 in Phoenix.