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MARCH 11, 2021

TECHNOLOGY

The Pandemic Is A Year Old. Here's The Best (And Worst) of Advisor Tech

Samuel Steinberger

Advisors on the technology that really stood out during the COVID-19 crisis, and the tools that fell flat.

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TECHNOLOGY

Skience Seeks To End Manual Client Re-Papering

Davis Janowski

The transition consultants announced an all-digital pathway meant to reduce the friction when advisors, and their clients, change firms.

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SPONSORED CONTENT

New Landscape for Endowments and Foundations

Sponsored by Regions Bank

Q&A: Regions Bank’s Marcie Braswell chats with Maria Rosati

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INDUSTRY

French Asset Manager iM Global Partner to Acquire Litman Gregory

Asia Martin

iM Global will use the asset management firm, which has about $4 billion in assets under management, as an extension of its distribution subsidiary, iM Global U.S., and plans to keep the wealth management unit independent.

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CAREERS

The Do's and Don’ts of Male Allyship

Walter K. Booker

Not only is it the right thing to do, but it’s also an opportunity for you and your organization.

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SPONSORED CONTENT

What Does Your Future Hold?

Sponsored by Cetera Financial Group

4 Ways Advanced Professional Designations Help Drive Business Growth

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