Back to the office before year-end, say 83% of advisers

A survey of 650 wealth managers, fiduciaries and financial planners across more than 50 broker-dealers and banks has found that 83% expect to return to a normal, in-office schedule sometime this year, but 51% don’t have a plan in place to do so.

The survey, conducted by Incapital and Red Zone Marketing, also found that 61% of those surveyed have announced safety measures for clients or employees.

The safety measures that they plan to employ include hand sanitizer, which was cited by 25%, and spacing out appointments (19%).

In addition, 67% of all respondents are confident they can attract new business through virtual meetings, while 78% of top producers (those with revenue of more than $800,000) feel the same.

[More: Social distancing weighs on advice business: Survey]

The post Back to the office before year-end, say 83% of advisers appeared first on InvestmentNews.

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