RIAs also remain optimistic about the economy and the financial markets. The findings come as 40% of RIAs say they have increased their AUM and revenue. Furthermore, 58% say they’ve added clients during the first half of 2020.
Interestingly, 61% say they’ve returned to their physical office. Another 8% expect to return in September or November, while 9% say they’ll return in the new year. Meanwhile, 4% have no plans to reopen their office.