From ThinkAdvisor
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Summary: Now is the right time to start an RIA firm regardless of the COVID-19 pandemic and other challenges, but it is important that advisors make certain they are doing it for the right reasons, according to industry executives who spoke Friday during the RIA in a Box webinar “The Path to Independence: How to Build Your Technology Stack.”
From InvestmentNews
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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.
From ThinkAdvisor
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Summary: Everyone is spending a lot more time at home these days. Those of us fortunate enough to still be working are working from home. We’re cooking, cleaning, eating, teaching, gardening, binge watching and more.
From Financial Planning
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Summary: Our newly independent practice turned the challenging shift to virtual events into charity for a good cause, a great time together with existing and prospective clients preparing delicious food from one of our favorite local restaurants.
From ThinkAdvisor
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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.
