Most advisers now have more clients than before pandemic, survey finds
The College of Financial Planning poll also finds that most clients have not postponed retirement
Almost three-quarters (71%) of advisers have more clients now than they did before the COVID-19 pandemic, a survey conducted by The College for Financial Planning found.
The four-question survey of 209 financial advisers, which was conducted from Aug. 25 to Oct. 2, also found that 70% of advisers said their clients have not postponed retirement because of the pandemic and that 61% of advisers will not change their investment advice if Joseph Biden is elected president.
When asked if they were concerned about inflation in 2021, 61% of advisers said they weren’t, while 8% said they were not sure.
Former SagePoint rep fined $5,000 for unapproved private transactions
Troy Baily of Omaha, Nebraska, was also suspended for six months for selling $210,000 in Future Income Payments
More participation equals more savings, Fidelity study of retirement plans finds
Workers enrolled in both stock purchase plans and company 401(k)s tend to save more
Father-son planning duo launch firm aimed at pharma execs
MRK Wealth Advisors is based in Doylestown, Pennsylvania
