From Financial Advisor
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Summary: The Covid-19 pandemic has forced financial advisors to shift the way you market your services. In person marketing and networking is severely restricted for the near future and if you want to succeed in this new world, you have to adapt to the new virtual reality.
From InvestmentNews
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Summary: Months into this pandemic, we’re still bombarded minute-by-minute by COVID-19 news, including the rapid rise in infections worldwide and loss of life. It is understandably causing high levels of anxiety and stress for our friends, families and colleagues. Non-stop news coverage, contentious political bantering and an abundance of irrelevant information are fueling the flames and challenging our peace of mind and well-being.
From RIA Match
Added on June 2020 in M&A Issues
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Summary: We employ a well known strategy to which we are totally committed because it works! As close to a sure thing as you're going to get in investing. Must be able to share the total commitment and be willing and able to share our special process with the world. Mostly a retail product able to attract billions of $$ in assets, and I can prove it. beating our benchmark for 11 years - needs distribution.
From InvestmentNews
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Summary: Financial advisers temporarily pulled back from client prospecting in the immediate wake of the COVID-19 pandemic, but as businesses start to reopen, the advice industry appears to be discovering a new path toward new business.
From ThinkAdvisor
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Summary: Wirehouse and other advisors with an itch to open their own independent firm beware: The move can be rewarding — but if (and only if) it’s done correctly, according to several breakaway specialists.
