News, Vision & Voice for the Advisory Community


Some RIAs are gearing up to reopen in bigger, better offices-- some at 'Covid' rates--to go face-to-face with clients with one big caveat: vaccinations mandatory

Firms like Gratus Capital in Atlanta and Manhattan West in Los Angeles are taking a calculated risk after realizing 'spirit' is lacking in home offices over Zoom.

Author Lisa Shidler
August 10, 2021 at 1:43 AM
no description available
Lorenzo Esparza: We just feel we aren't going to exist in virtual land. The idea of everyone connecting on zoom - you just  lose all of the value and luster."

RIABiz Directory

The Industry Sourcebook for RIAs

   |    LISTING

RIABiz Directory sponsored by:

Directory Sponsor Logo