From Advisor Perspectives
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Summary: Have people gone crazy? A client called me this week from the hospital. She is 76 years old, was in reasonably good shape but was pushed down in a stairwell because she was not wearing a mask bringing groceries to a neighbor.
From InvestmentNews
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Summary: After several weeks of physical isolation, economic upheaval, and a very real threat to our physical health, I would be surprised if we didn’t feel a collective yearning to go back to “normal.” The financial services industry entered 2020 after a whirlwind year of growth and change, but finds itself now in uncharted territory, forced to adapt every aspect of our work to a global pandemic with no end in sight.
From Finanical Planning
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Summary: In just two days, technology and remote staff helped ex-Wells Fargo FAs managing $281 million open client accounts at their new employer.
From ThinkAdvisor
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Summary: How would Jack Bogle, one of the great disruptors in the financial industry and founder of the Vanguard Group, respond to investors’ fears about the volatility in the current market?
From InvestmentNews
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Summary: Jittery investors in volatile times are nothing new. Bear markets and recessions are fairly frequent guests on the investment landscape. But when you throw in a pandemic, and school and college closures, and sheltering in place and everyone working remotely — let alone shortages of basic supplies like paper towels and toilet paper! — you have something that is quite certainly not business as usual.
