Wealth Management Daily Memo

JULY 29, 2020

Some RIAs Ditch the Office for Good

Patrick Donachie

Small and large firms alike are starting to reconsider whether they should retain the amount of office space they currently have as work-from-home largely remains the norm months into the spread of COVID-19.

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High Net Worth

More Taxes for the Rich

Anna Sulkin

Is reform really needed?

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Industry

Private Equity, Fundamentals Will Accelerate Advisor Recruiting in Second Half 2020

Jeff Nash

Whatever the doomsayers might want you to think, look for the recruiting wars among broker/dealers to intensify in the final half of 2020.

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