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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.

RIAs may be heading for a 'succession planning crisis'

Added on June 2020 in Plan for the Future
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Summary: The RIA industry is likely to face succession hurdles in the coming years as a majority of large firms reported insufficient investment in the next generation of leadership. 

 

Why Planning-Led Advisors Are Better Positioned During a Pandemic

Added on June 2020 in Plan for the Future
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Summary: When the stock market plummeted as a result of COVID-19 and the economic uncertainty it created, financial advisors saw an uptick in the number of investment-focused clients looking for advice. After all, the Dow suffering the most severe drop since 1987 was reason enough to drive investors into a state of panic.

Hiring Gets Tougher in Never-Meet-in-Person Era

Added on June 2020 in Plan for the Future
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Summary: Quentin Marshall hired three people over the past two months. He filled the roles without meeting any of them in person.

Recruiting during a pandemic requires “breaking down a lot of prejudices about how to do things,” said Marshall, head of private banking at U.K. lender Weatherbys. “Once you get over this idea you must be sharing the same oxygen molecules as them, you just get on with it.”

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