FundVisualizer helps you get on board with socially responsible investments
With phase one of the national vaccine rollout happening more slowly than predicted and record-setting numbers of new infections being reported across the country, important questions remain about what a post-vaccine world might actually look like.
The pandemic has created unforeseen and unimaginable challenges in 2020. As we anticipate the availability of vaccines and a “return to normal,” how will the advisor-client relationship shift in the upcoming years?
Headlines about progress on COVID-19 vaccines come as welcome news as we approach the end of a year defined by the global pandemic. But what is likely to lie beyond the headlines? Your clients are probably wondering the same about their investments as they follow the latest coronavirus news.
This most unusual of elections is taking place amid a backdrop of unprecedented uncertainty: an ongoing global pandemic and recession at home, an electorate more polarized and energized than ever, and an election outcome that may not be immediately clear.
Even clients who have a good grasp of investing basics may not yet be aware of exchange-traded funds — although ETFs may already be part of their portfolios.
The COVID-19 pandemic has likely made retirement and estate planning a top-of-mind issue for your clients.
Four months into the COVID19 pandemic, social distancing and work-from-home have become routine for financial advisors and many of their clients. But it wasn’t always that way.
As millions of Americans receive payments from the CARES Act, with more stimulus funding on the way, they face important financial decisions.
As everyone adjusts to the new normal, where working from home and social distancing replace in-person meetings, it is important for financial advisors to develop strategies to continue delivering great client service virtually.