From InvestmentNews
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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 ThinkAdvisor
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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.
From wealthmanagement.com
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Summary: Financial advisors across the country are reacting to the growing coronavirus pandemic and the market fallout.
From ThinkAdvisor
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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.
From Financial Planning
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Summary: When it comes to the coronavirus pandemic’s effects on markets, clients aren’t the only ones with questions. As financial advisors, we need to know the best ways to help them achieve cleareyed, long-term mindsets regarding their portfolios — and reassure them that we are actively on the case in protecting and advancing their best interests.