We can’t let this virus hinder us from further elevating the profession and advocating on federal and state policies that could influence the trajectory of the field, says Martin Seay, FPA president.
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.
The task force is headed by former FBI Special Agent Greg Ruppert and has already made dozens of referrals to the SEC about potentially fraudulent activity.
During times of crisis, top performers keep hiring, closely monitor their expenses, continue growing their client base and invest selectively, according to FA Insight.
