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."


Related Moves

June 7, 2024 at 11:17 PM

2023 was great RIA year and nobody really noticed, setting up 2024 for a more visceral reap

Pushing toward $10 trillion on multiple rising tides -- and with much creative destruction sorted out -- the RIA channel, ethos and movement are succeeding quietly in plain sight

December 30, 2023 at 1:39 AM

RIABiz Directory

The Industry Sourcebook for RIAs

   |    LISTING

RIABiz Directory sponsored by:

Directory Sponsor Logo

White Paper Postings

Common Tags

Recent Articles

Popular Writers

RIABiz logo


About Us




RIABiz, Mill Valley, California
Copyright © 2009-2024 RIABiz Inc. All rights reserved.