From InvestmentNews
0 visitor like this article | Viewed 3057 times | 0 comment
Summary: If securities regulators and advisers work from home for an extended period, it will change the look and feel of oversight and create drawbacks for both groups.
From wealthmanagement.com
0 visitor like this article | Viewed 3035 times | 0 comment
Summary: Like many others across the country, financial advisors and firms have raced to become accustomed to a new way of working. Many offices are now empty, with many firms working entirely with clients, and colleagues, remotely.
From InvestmentNews
0 visitor like this article | Viewed 3053 times | 0 comment
Summary: Not too long along, I was traveling around the country nearly every week to present educational seminars about Social Security and Medicare to financial advisers and consumers. I remember thinking I would love a break in my hectic travel schedule so I could focus on my writing deadlines and other projects. Talk about answered prayers!
From Financial Planning
0 visitor like this article | Viewed 2706 times | 0 comment
Summary: Though bear markets are never fun, this bear is particularly gut-wrenching because it was caused by the coronavirus catastrophe that continues to drastically change how we live our lives. With many clients fretting and some even more unnerved, here is my take on what advisors should do.
From ThinkAdvisor
0 visitor like this article | Viewed 3132 times | 0 comment
Summary: AM Best and Fitch Ratings are developing stress test for insurance companies to gauge how COVID-19 virus might impact their balance sheets, if and how risk-adjustments need to be made to their capital levels, investment portfolios, reserve adequacy and other aspects.
