From InvestmentNews
0 visitor like this article | Viewed 3283 times | 0 comment
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.
From DealQuest
0 visitor like this article | Viewed 3083 times | 0 comment
Summary: In this week’s BEST OF compilation episode, you’ll hear from some amazing leaders working in the RIA industry, who all happen to be women. They share from their profound wealth of knowledge, and we cover all sorts of topics, including –
A Market-Cooperative Business Model
Why The Best Deals Require the Best Partners
RIA Matchmaking
And more!
From InvestmentNews
0 visitor like this article | Viewed 3771 times | 0 comment
Summary: What a difference a few months can make! In March, we seemed deep in bear territory, and COVID-19 appeared to be sweeping across the country unchecked. As I write this in June, the market has come back strong, and, while we are keeping an eye on localized outbreaks, states are cautiously reopening businesses, restaurants, stores, and services.
From Citywire
0 visitor like this article | Viewed 3233 times | 0 comment
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.
From ThinkAdvisor
Added on July 2020 in M&A Issues
0 visitor like this article | Viewed 3556 times | 0 comment
Summary: The coronavirus crash likely means many advisors nearing retirement will dash to the nearest exit. Let’s face it: It’s tough to be a financial advisor when the markets are savaging client portfolios.
