The Client: Behavioral finance
June 15, 2020
Brokers, FAs Expect Modest Stock Market Drop This Year Compared to 2008
Natixis Investment Managers surveyed 300 brokers and advisors with a combined $28.9 billion in assets and an average of 22 years of industry experience.
June 12, 2020
Most Millennial Robo Clients Confident in Post-Covid-19 Finances
Robo-advice provider Wealthfront found that the vast majority of its millennial clients have saved at least three months’ worth of expenses.
June 11, 2020
Gen Z to Be Drastically Impacted by Covid-19 But Many Are Prepared
Members of Generation Z face higher rates of layoffs and pay cuts, but they’re also often more frugal.
June 10, 2020
Top Advisors Weigh In: Clients Must Address Liquidity Issues Upfront
Accepting that volatility is needed to generate returns in excess of bonds and cash can prevent investors from making mistakes, says one advisor.
June 18, 2020
FutureProof: Your Clients Are Ready for Bitcoin, Are You?
Today at 12 p.m. ET, learn more about how digital assets like bitcoin can play a role in your clients' portfolios, and why now might be the time to consider it.
Event Date: June 18, 2020
June 4, 2020
FAs, Clients Have Mixed Feelings About Wearing Masks
The mask has become both a controversial symbol for some and an obvious safety measure for others. Advisors and brokers have to walk a fine line when issuing mask rules for re-openings.
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Last Comment: June 4, 2020
June 3, 2020
History Frames Reaction of FA, Clients to George Floyd’s Death and its Aftermath
Financial advisor Jana Shoulders lives in Tulsa, Okla., which was already focused on resolving race-related inequities prior to Floyd’s death in commemoration of the 99th anniversary of a race massacre in the city.
Last Comment: June 3, 2020
May 22, 2020
Ultra-Wealthy Women Keen on Gender Lens Investing: BofA Exec
But environmental, social and governance-focused investing is not yet a game changer for top broker-dealer advisors.
May 19, 2020
Coronavirus Pandemic-Related Work Resources
A collection of resources for brokers and advisors.
May 14, 2020
Improving Operational Efficiencies, Growing Scale Amid Covid-19
There are potential longer-term strategic benefits to changes made during the coronavirus pandemic, says Schwab Advisor Services.
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