From ThinkAdvisor
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Summary: Working super-high risk jobs, first responder police officers and firefighters are a fearless lot, to be sure. But in the coronavirus pandemic and accompanying financial mayhem, who is providing these courageous front-line employees with support and assurance for their own needs, especially about their hard-earned retirement savings?
From Advisor Perspectives
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Summary: As we play our part to practice social distancing to help curb the spread of the coronavirus, many advisory firms are moving to cut costs to their marketing budgets. According to a Gartner poll, almost two-thirds of markets expect moderate or significant budget cuts in 2020 relative to their original marketing plans due to COVID-19.
From Advisor Perspectives
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Summary: I would have considered myself an introvert prior to the COVID-19 situation. I prefer to close my door at work and focus on the investment portfolios. I’m not big on chatting with clients outside of their portfolio results. I always brought one of my colleagues along who enjoys talking about trips and family. I would choose reading a journal or article over going out for drinks after work.
From Financial Advisor IQ
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Summary: The coronavirus pandemic has triggered new cybersecurity risks for financial advisors, as employees around the world continue to adjust to working from home. While some broker-dealers already have robust cybersecurity programs in place, experts say there are steps advisors can take as well.
From InvestmentNews
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Summary: More than half of Americans either own or work for a small business, according to the Small Business Administration, and each business is experiencing unique challenges in the current environment. It’s essential that advisers who work with small business owner clients help them navigate the short- and long-term implications of the COVID-19 pandemic and market volatility with empathy and compassion.
