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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.
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Summary: Advisers are racing to use new technologies and modify engagement & busines processes, and that is totally understandable. But there is a real risk of losing sight of the essentials and overlooking some basics.
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Summary: I would have considered myself an introvert prior to the COVID-19 situation. I prefer to close my door at work and focus on the investment portfolios. I’m not big on chatting with clients outside of their portfolio results. I always brought one of my colleagues along who enjoys talking about trips and family. I would choose reading a journal or article over going out for drinks after work.
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Summary: The coronavirus pandemic has triggered new cybersecurity risks for financial advisors, as employees around the world continue to adjust to working from home. While some broker-dealers already have robust cybersecurity programs in place, experts say there are steps advisors can take as well.
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Summary: Spring cleaning: It’s an expression that’s so old, we’ve forgotten what it means. In households it used to involve hanging area rugs outside on the clothesline and beating the dust out. Reorganizing kitchen cabinets. Flipping the mattress. What would spring cleaning mean for your business?
