From wealthmanagement.com
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Summary: It will probably be several months—or perhaps the year 2021—before we have firm data on just how many in the American workforce actually worked from home during part, or all, of the COVID-19 pandemic. It will likely take longer to study, collect, collate, analyze and accurately report on how and when peak internet usage occurred in different parts of the country, and among major enterprises and companies.
From ThinkAdvisor
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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
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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 Financial Planning
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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.
From
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Tuesday, March 31st at 2pm ET / 1pm CT / 11 am PT
In this educational webinar, we will discuss why best tech management practices become even more critical in the evolving work-from-home business environment. Learn more
Topics addressed include:
- Contingency/Continuity planning
- Managing work-from-home issues
- Phishing email scams
- Resources for RIAs and their clients
Register Here
