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Succession Planning in a Pandemic: 6 Steps to Take Now

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

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

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.

Advisors Help Clients Remain Calm in Market Rout

Added on March 2020 in Manage Your Practice
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Summary: Financial advisors across the country are reacting to the growing coronavirus pandemic and the market fallout.

How RIAs, Other Firms Are Stepping Up During Crisis

Added on March 2020 in Manage Your Practice
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SummaryXY Planning Network advisors are offering free emergency financial advice to anyone who has lost a job, lost income from reduced work hours or taken unpaid sick leave as a result of the COVID-19 pandemic.

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