A survey of 650 wealth managers, fiduciaries and financial planners across more than 50 broker-dealers and banks has found that 83% expect to return to a normal, in-office schedule sometime this year, but 51% don’t have a plan in place to do so.
The survey, conducted by Incapital and Red Zone Marketing, also found that 61% of those surveyed have announced safety measures for clients or employees.
The safety measures that they plan to employ include hand sanitizer, which was cited by 25%, and spacing out appointments (19%).
In addition, 67% of all respondents are confident they can attract new business through virtual meetings, while 78% of top producers (those with revenue of more than $800,000) feel the same.
Britt is named CFO of Wipfli, a $600 million accounting firm that audits two NFL franchises
The acquisition pairs Zephyr's 21,000-product separately managed account database with Y Charts' newly launched AI agent assistant for investment research.
The war for talent continues in the Sunshine State with as Truist and RayJay teams managing a collective $1 billion in client assets defect to other firms.
Americans now estimate they need $1.2 million to retire comfortably, but rising costs and debt are making that goal increasingly difficult to reach.
Crewe Advisors' Ryan Halliday and Accelerated Wealth Partners' Eric Amar suggest mega RIA's readiness to integrate — not just scale — will determine whether an IPO exit actually works.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
