Displaying 14 results
Prospect of rate hikes puts 2022 economy, markets in clearer focus
Market watchers temper expectations for equity performance this year, but say risk assets still trump bonds.
Brother and sister advisers focus on environmentally conscious business owners
Christopher and Michelle Mackin are leveraging their love for the outdoors into a focused advisory practice.
As Covid cancels industry events, advisers weigh attending what’s left
FPA is cancelled, but Morningstar is still on track. The industry is on edge over how to proceed in the most responsible fashion possible.
The New Normal: More advisers are abandoning traditional offices to work from home
After more than a year of working remotely, financial advisers and their clients are embracing the upside of virtual interactions and remote worksites.
As companies inch closer to returning to the office, flexibility is key
Financial services companies have generally adopted remote work policies, but as offices reopen, the next issue becomes who is and isn't vaccinated.
Citi expects $1 trillion boom in ESG ETFs
The bank's analysts credit the global pandemic with stirring investor demand for companies doing good, and also cite the frenzy for tech-focused thematic funds, many of which fall within the environmental, social and governance category.
Pro bono opportunities, need rise during pandemic
Last year, there was a 27% uptick in the number of cases advisers working with the Foundation for Financial Planning reported.
What the pandemic taught us about helping clients navigate shocks
A recent academic paper argues that large shocks like the pandemic undermine feelings of financial security. This raises the question of what financial planners can learn from the pandemic to help their clients better prepare for the next shock.
Vanguard jumps on the ETF share-split bandwagon
The surging bull market for stocks has increased the need to split shares to keep prices manageable for investors.
Moving past the pandemic
The financial services industry relied on technology and innovation to adapt and keep business running throughout the pandemic, and should continue to embrace much of what was learned.
Advisers scramble to make sense of recent market volatility
As broad market indexes continue to decline, giving back most of the gains they've made so far this year, advisers say clients are growing fearful of a repeat of March 2020.
Power outages force advisers to leverage Covid-19 contingencies
Freezing temperatures and power outages have affected much of the country. The deadly winter weather is testing the limits of creativity as advisers fight to serve clients and stay warm.
Congress reaches deal on $900 billion pandemic relief plan
The plan would provide direct payments of $600 to most Americans and $300-per-week in enhanced unemployment benefits through March, according to lawmakers and aides
Pandemic highlights importance of estate planning
The current environment may increase clients' interest in establishing estate plans and getting all the necessary documents in place
