Page 8 - Investment Advisor - December 2023

EDItOr’S NOtE

By Janet Levaux INvESTMENT AdvISOr GrOup
150 East 42 Street, Mezzanine Level • New York, NY 10017
201-526-1230/Fax 201-526-1260/Circulation Customer Service: 800-458-1734

EdITOrIAl
EdITOr-IN-cHIEf, rEGulATEd MArkETS GrOup
Nichole Morford [email protected]
turning the Page ExEcuTIvE MANAGING EdITOr Katie Rass [email protected]
GrOup EdITOr-IN-cHIEf Janet Levaux [email protected]
W e’re pleased to share a look at some of the biggest stories of 2023 and to SENIOr WrITEr John Manganaro [email protected]
SENIOr EdITOr ANd WASHINGTON BurEAu cHIEf
Melanie Waddell [email protected]
INSurANcE EdITOr Allison Bell [email protected]
thank you for your continued support of our publication.
The past 11 months have seen strong momentum in the markets and
in the industry. The S&P 500 was up about 15% so far this year at over 4,400 when STAff rEpOrTEr Dinah Wisenberg Brin [email protected]
dIrEcTOr, dESIGN & MulTIMEdIA JOurNAlISM
we went to print. The traditional 60/40 portfolio, as tracked by PortfoliosLab, is up Roberto Jiménez [email protected]
over 8.7% as of Nov. 11. Sr. ArT dIrEcTOr Chris Nicholls [email protected]
Statistics on the growth of the independent advisor space are robust — with rESEArcH EdITOr Liana Roberts [email protected]
close to 15,115 individuals in the profession helping 62 million clients with $115 tril-
lion in assets, according to the Investment Adviser Association’s latest data. Plus,
these firms employ some 971,500 individuals. BuSINESS
SAlES MANAGEr, WEST
This publication and its precursors have proudly covered the independent advisor Neil Dant 859-692-2112 [email protected]
field for some 40 years, focusing on issues that most affect you and your businesses. Like SAlES MANAGEr, MIdWEST/NY/NJ
your work, ours is now being done in a predominantly digital format rather than on paper. Lauren Rispoli 212-457-9527 [email protected]
SAlES MANAGEr, EAST
Each day, we curate several electronic newsletters with updates on the latest regu- Archer Montague 804-464-1232 [email protected]
latory, portfolio and industry developments, analysis of retirement and financial plan- dIrEcTOr Of clASSIfIEd SAlES
ning trends, as well as commentary pieces on how you can best grow your practices. Martha Frechette 213-760-6159 [email protected]
In 2024 and beyond, our highest priority is to give you helpful, informative con- clIENT SErvIcES MANAGEr
tent on key issues and innovations in the investment advisor space, so you can most Debbie Maggard 859-692-2197 [email protected]
Sr. BrANd MArkETING MANAGEr
effectively serve your clients. We will do so in a purely digital format going forward, Linda oslon 212-457-9662 [email protected]
and Investment Advisor magazine — the roots of which were started around 1980 dIrEcTOr Of rEprINTS
by the late investment banker Robert A. Stanger — will no longer be published. Syndia torres-Pena 877-257-3382 [email protected]
In 2024, our editorial team will aim to give you more of the online coverage that
helps and interests you most, such as:
• Breaking news and follow-up pieces on the top issues affecting investment advisors; AlM SENIOr MANAGEMENT
• In-depth analysis from industry VIPs like Ed Slott, Angie Herbers and others; cEO Bill Carter
• Insightful columns that dig into industry trends, as well as key compliance, prESIdENT, INfOrMATION SErvIcES Jon DiGiambattista
retirement, portfolio and practice management issues; plus prESIdENT, EvENTS ANd HEAd Of GlOBAl STrATEGIc
• Yearly coverage of our LUMINARIES recognition program INITIATIvES Mark Fried
Many of you already visit our website regularly and subscribe to our newsletters. prESIdENT, MArkETING SErvIcES Matthew Weiner
If not, please visit ThinkAdvisor.com and sign up soon to get our digital content Sr. vp, HuMAN rESOurcES Erin Dzieken
delivered to you via email. Sr. vp ANd GlOBAl cOrpOrATE cONTrOllEr Daniel Herman
We look forward to giving you the latest compliance news, planning strategies Sr. vp, fINANcE Mark okean
and more, as well as the columns, features and other content you’ve read in print Sr. vp, OpErATIONS Josh Gazes
over the years. Plus, we’ll introduce more online graphics and other digital formats cHIEf TEcHNOlOGY OffIcEr Jimi Li
featuring useful facts and figures. cHIEf cONTENT OffIcEr Molly Miller
Your longtime support of Investment Advisor is greatly appreciated. We’re grate- cHIEf SAlES OffIcEr, pAId cONTENT Allan Milloy
ful for it — and for the generous contributions of sponsors, contributing columnists, vp, SAlES, fINANcIAl SErvIcES dIvISION Adam Dunn
staff and others who brought the publication to life each month over the past few vp, SAlES, INSurANcE ANd rEAl ESTATE dIvISIONS Peggy Schecter
vp, rEGulATEd MArkETS EvENTS Scott thompson
decades. Thank you again and Godspeed.

GrOuP EDItOr-IN-cHIEF

6 Investment AdvIsor December 2023 | ThinkAdvisor.com