Schwab’s decision to move all 2020 conferences to a 'virtual environment' signals changes for the future of industry events—and advisors say they welcome the trend. The main drawback? No 'swag' to bring home to the family.
Michael Kitces and LPL Managing Director Matt Enyedi and Logan Galli, SVP, Business Solutions, meet up in this virtual, two-part video series to discuss what is top of mind to advisors: the CARES Act and reimagining their practices amid COVID-19.
Michael Kitces and LPL Managing Director Matt Enyedi and Logan Galli, SVP, Business Solutions, meet up in this virtual, two-part video series to discuss what is top of mind to advisors: the CARES Act and reimagining their practices amid COVID-19.
The devastation following the COVID-19 crisis will lead to a lull in RIA mergers and acquisitions, followed by a surge until a return to normal, writes David DeVoe.
Even as the number of advisors jumping channels has slowed during the pandemic, it has not stopped independent channels from continuing to attract the most net new advisors, according to new data.