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Summary: As with other segments of our society and economy, COVID-19 is changing the independent advisor business. To determine how — and how much — in early March, our firm launched an ongoing survey to track behavioral changes in the industry within advisory firms in response to the pandemic.
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Summary: The 2010 Olympic Winter Games in Vancouver left the Sea-to-Sky highway from Vancouver to Whistler along with many other game’s venues which stand ten years later and will likely be a reminder decades from now of the one-in-a-lifetime experience some of us witnessed.
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Summary: Our world has drastically changed over the last few weeks as the coronavirus disrupted the economy. That just makes the work of improving Americans’ financial awareness and financial literacy all the more important as we approach National Financial Literacy Month in April.
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Summary: I stumbled onto a terrific article perfect for tax season: How to Find the Best CPA or Tax Accountant Near You by Janet Berry-Johnson, published in Wirecutter. Ms. Berry-Johnson’s audience was the general public, but I think it has some great implications for financial advisors as well.
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Summary: Brooke's Note: At RIABiz we are fastening our seat belts like everybody else. We wish the tragedy and disruption of the coronavirus pandemic would blow away like a San Francisco fog.
