Turning Uncertainty into Opportunity: How Post-Pandemic Trends Will Prompt Advisors to Consider Going Independent By James J. Spinelli, ChFC®, AIF® on October 14, 2020 This year is presenting unprecedented challenges for financial advisors, with the pandemic impacting businesses of all sizes, the election and… Read More
Practice Management Comes Into Focus as RIAs Return to the Office: How AdvisorBOB Can Increase Transparency and Drive Operational Efficiency for Advisors By Colton Pence on August 25, 2020 The COVID-19 pandemic prompted a wave of change for the financial services sector, namely accelerating the industry’s ongoing shift to… Read More
Designing the Post-COVID-19 Workplace: Essential Considerations for RIAs Ready to Return to the Office By James J. Spinelli, ChFC®, AIF® on August 5, 2020 The coronavirus pandemic prompted a sudden and widespread shift to a remote workforce, and groups that traditionally conducted all business… Read More