Three Pandemic Lessons for RIAs in Q4 2021

As the summer of 2021 started, things were looking up. People were feeling safer, they were getting out more, and for a while, at least, we were feeling optimistic.

And then came the delta variant.

In her latest article for Advisor Perspectives, Beyond AUM co-founder Gretchen Halpin discusses three pandemic lessons for RIAs to keep in mind as we finish out yet another year of unprecedented events.