Globe Advisor’s Best of 2021: Industry experts weigh in

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These contributions from advisors, industry executives, academics and investment experts offered some thoughtful insights

Some of the best business journalists in the country – many of whom have developed in-depth knowledge of the investment industry in the past few years – produce most of the articles published on Globe Advisor.

Nevertheless, this platform’s growing presence in the financial services industry has resulted in an increasing number of advisors, industry executives, technology providers, consultants, academics, and investment experts to share their thoughts, opinions, and insights with the community.Why more advisors at banks are looking to go independent

The COVID-19 pandemic has led to an increase in advisors at all levels of the Big Five banks – branches, brokerages, and all other distribution channels – to explore the options for becoming independent. Jason Pereira, partner and senior financial consultant at Woodgate Financial Inc.

 

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