Zoom Fatigue? Advisors Say Hybrid Work Means Broader Reach, More Access
Some financial advisors are permanently transitioning to remote and hybrid work platforms, particularly amid recent proposals from the Financial Industry Regulatory Authority to regulate the use of home offices as non-branch locations. The regulator in December added supplementary content to its rule change requiring firms to maintain a list of their non-branch locations and criteria that would ban unfit locations from being considered a residential supervisory location. Advisors remain hopeful to see this change soon, while hybrid work's impact on culture should be insignificant, according to Good Life NOVA founder Josh Strange. “I think it is important to maintain a physical office,” he said, adding that clients appreciate the convenience and simplicity of virtual meetings.
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