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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.
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Summary: Although many consequences of battling the coronavirus pandemic are yet to be known, the emergence of helpers, heralded or unsung, is one positive development.
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Summary: Each year, the July issue of Investment Advisor features profiles of the top-performing asset managers and strategist via our recognition program with Envestnet.
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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.
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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.
