Ask Angie
Ask Angie is a practice management monthly column at Citywire. If you need her advice, just email AskAngie@citywireusa.com
How should a small RIA organize itself? What functions should be outsourced or automated, and which should be managed in-house?
During the pandemic, have firms been able to acquire new clients? If so, how? Also, how should marketing strategy change for the balance of 2020?
Some people now think stocks and bonds will be flat over the next decade, or even produce negative returns. What can RIAs do to survive and thrive in such a world?