Coronavirus

The COVID-19 pandemic has highlighted the benefits of planning, with the ensuing market volatility easier to put in perspective when both clients and advisors view it through the lens of a set of future goals. 

Advisors are increasingly reluctant to sell during this period of disruption and uncertainty without a greater level of commitment and ongoing support from their firms.

Tips and resources for supporting grieving colleagues, despite the lack of physical interaction.

The future is fraught with risk, but the latest data is optimistic.

Where do you want your career and practice to be when the 'new normal' arrives?

Physical space will be reduced, office layouts will be adjusted, and shifts of employees coming in and out of the office will be instituted.

The SEC chairman also introduced a new website for clients to assist them in reading their Form CRS, and said advisors should focus on ensuring rollover recommendations are sound.

The pandemic is prompting more money to flow out of DAFs and into charities where it can do some good.

Starting with Week 1, the challenge is not about the what but the how.

Twelve questions to consider and discuss.