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Summary: It’s a measure sure to divide advisors: LinkedIn is adding more video capabilities to its platform. The Microsoft-owned social media platform is adding its own version of short, ephemeral video and photo stories, as well as integrating video chat functionality from Zoom, BlueJeans and Microsoft Teams, according to a LinkedIn blogpost.
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Summary: 2020 has opened my eyes to a startling contradiction. In talking with our coaches, who speak with dozens of advisers every week, we’ve noticed a duality unfolding in our profession: advisers who are having their best growth years and those who are floundering. There seems to be a secret formula that one group recognizes and the other has yet to stumble upon.
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Summary: The pandemic has served as a wake-up call for the CEOs of registered investment advisers and multifamily offices. Succession planning is often viewed as a lengthy and administrative chore, but it has recently risen to the top of the agenda for many CEOs.
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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.
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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.
