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COVID-19 emphasizes importance of succession plans

Added on August 2020 in Plan for the Future
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Summary: The pandemic has served as a wake-up call for the CEOs of registered investment advisers and multifamily offices. Succession planning is often viewed as a lengthy and administrative chore, but it has recently risen to the top of the agenda for many CEOs.

Business continuity planning is top compliance concern for advisory firms

Added on July 2020 in Plan for the Future
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Summary: As investment advisory firms cope with disruptions caused by the coronavirus pandemic, business continuity plans have become their top compliance concern, according to a report released Friday.

 

Brodeski: What RIAs must do to grow post-Covid

Added on July 2020 in Plan for the Future
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Summary; Restaurants, hospitality and airlines have really struggled during the Covid-19 pandemic. Others businesses, like Amazon and Zoom, have flourished. On average, the RIA business seems somewhere between. Most firms have adapted to working from home reasonably well. And while the market had a significant decline initially, negatively affecting revenues and profits, it has recovered nicely.

 

How Advisors Can Help Kids in COVID-19 Times

Added on June 2020 in Plan for the Future
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SummaryAlthough many consequences of battling the coronavirus pandemic are yet to be known, the emergence of helpers, heralded or unsung, is one positive development.

 

COVID-19's Impact on This Summer's Events, More

Added on June 2020 in Plan for the Future
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Summary: Each year, the July issue of Investment Advisor features profiles of the top-performing asset managers and strategist via our recognition program with Envestnet.

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