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The crisis adviser is a leader

From InvestmentNews
Added on March 2020 in Thought Leadership
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Summary: The old saw is that great leaders are made not born — made of circumstances they did not create but that they faced head on. At home in New York City on Sept. 11, 2001, fellow residents and I witnessed acts of great heroism, selfless sacrifice and caring. We also saw ordinary citizens take charge, lead others to safety and calm frightened neighbors. 

Senate coronavirus package would allow hardship early access to retirement accounts

From InvestmentNews
Added on March 2020 in Plan for the Future
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Summary: An economic stimulus bill in response to the COVID-19 virus is on a fast track in the Senate and includes provisions to suspend penalties on early access to retirement accounts.

Succession Planning in a Pandemic: 6 Steps to Take Now

From ThinkAdvisor
Added on March 2020 in Plan for the Future
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SummaryLess than three months ago, a mystery illness surfaced in Wuhan, China, and was quickly named COVID-19, a type of coronavirus. We know what has transpired from that point until today, with an unprecedented lockdown of populations and economies around the world.

Market slide puts RIA buyers in the driver's seat

From InvestmentNews
Added on March 2020 in M&A Issues
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Summary: The end of the bull market for stocks could alter the dynamics of consolidation among registered investment advisers, potentially putting buyers in the driver’s seat.

What clients need from you right now

From InvestmentNews
Added on March 2020 in Thought Leadership
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Summary: Right now,we are going through some of the toughest times investors and advisers will ever see. In a short period of time we’ve moved from an 11-year bull market to a swift and dangerous equity market downturn that was hard to anticipate. Many experts felt equity markets were overextended, but they were not providing guidance that called for this extreme a downtown.

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