What’s next for the advisor’s office.

The pandemic is also changing the calculus for breakaway advisors, says Craig Stuvland, CEO of tru Independence, a firm that helps wirehouse advisors go independent. Instead of the 12,000 square foot "palatial" office in Troy, Michigan he inherited after acquiring the firm in 2015, Portfolio Solutions will instead rent three private offices in a Regus co-working space. Evolution of the office The number one reason wealth management firms use a physical office is to engage clients, according to Arizent's research. [Extracted from the article]

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