From ThinkAdvisor
0 visitor like this article | Viewed 4458 times | 0 comment
Summary: There are five key guidelines for RIAs to follow while working remotely from home during the coronavirus pandemic, according to Wes Stillman, CEO of RightSize Solutions, a provider of cloud-based cybersecurity and IT management solutions for the RIA industry.
From ThinkAdvisor
0 visitor like this article | Viewed 4290 times | 0 comment
Summary: Catherine Valega is a fluent in both numbers and multiple languages. In fact, if she hadn’t started her career on the Lehman Brothers bond trading floor, she might have been a full-time linguist.
From wealthmanagement.com
Added on April 2020 in M&A Issues
0 visitor like this article | Viewed 4360 times | 0 comment
Summary: The coronavirus may have moved many principals of registered investment advisor firms from their brick-and-mortar offices to work remotely, but that hasn’t slowed the appetite for M&A among some.
From InvestmentNews
0 visitor like this article | Viewed 3853 times | 0 comment
Summary: The coronavirus, a global slowdown in production, and recession fears have wiped out the market’s gains since 2017 in a matter of weeks. With no end in sight to the historic volatility of our market and even our society, it’s tempting to look at a greater emphasis on your firm’s marketing efforts as a luxury. In a market crash, you’re thinking about profit margins, operating costs, and the livelihoods of the clients you already have.
From Financial Planning
0 visitor like this article | Viewed 4488 times | 0 comment
Summary: Can financial advisors achieve net organic client growth in a time of crisis?Yes, RIA executives say: by deftly handling inbound inquiries and judiciously strategizing outbound marketing and prospecting.
