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.
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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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Summary: Financial advisors across the country are reacting to the growing coronavirus pandemic and the market fallout.
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Summary: XY 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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Summary: After the 2008-2009 financial meltdown, there were massive changes in the 401(k) and 403(b) industry. More wealth managers began to see the defined-contribution market as a hedge for their businesses as their individual clients pulled money out of the market.
