JANUARY 18, 2021

CLIENT RELATIONS

What Dr. Martin Luther King Jr. Teaches Financial Advisors

Andrea Longton

In his speech the day before he was assassinated, Dr. Martin Luther King Jr. outlined a clear, powerful, and peaceful pathway for everyday people to use their financial resources to invest in social justice.

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PEOPLE

Morgan Stanley Team Departs to Form All Source Investment Management

Patrick Donachie

A Hartford, Conn.-based team partnered with RIA support platform Integrated Advisors Network to go independent and expand client access to alternative investments.

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TECHNOLOGY

Advisor Group Hires Techie; Benjamin Lands Seed Funding; Plus News From RetireOne and AdvisorStream

Davis Janowski

Advisor Group onboards a new exec to oversee digital efforts; meanwhile automated RIA business support system startup Benjamin receives a seed round of funding.

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CAREERS

My Enemy of Progress

Kevin Nichols

Perfection is simply not attainable. Most of the time, it’s an unnecessary pressure we put upon ourselves (or put upon others).

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