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Summary: The COVID-19 pandemic is sending shock waves through the global financial markets, but veteran financial advisers can look back over previous crises to offer the kind of perspective that investors and even other advisers are searching for.
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Summary: With the Centers for Disease Control and Prevention advising on Sunday that no gatherings with 50 people or more be held for the next two months due to the COVID-19 virus, the financial advice industry went back to work on Monday with a broadly different travel calendar.
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Summary: Back in March 2010, I was asked to write this monthly column sharing my technology observations and views, and giving advisors some helpful ideas and advice. It’s been a thoroughly enjoyable experience, so it’s a bittersweet task now to deliver my last column.
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Summary: This might seem like an odd question to pose, but I am frustrated and not sure what to do. Our lead advisor is generally a great guy, very kind and fun. In a group setting he is gregarious and upbeat and always goes out of his way to make all of us feel special and appreciated.
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Summary: Last month, more than 100 financial professionals gathered at the Personal Financial Planning Summit, sponsored by the American Institute of CPAs to hear perspectives on practice management delivered by profession leaders.
