COVID-19 restrictions not affecting adviser service delivery, report finds
One in three advisers say they have not made any changes to client portfolios
Almost two-thirds of RIAs and broker-dealer advisers — 64% — say that the restrictions put in place to thwart the spread of the coronavirus have not seriously disrupted their business.
According to a survey of 525 advisers in both channels, conducted by Boston-based research and consulting fi
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