The Pandemic Has Brought Advisers’ Succession Planning to the Fore
At the same time, more demand for financial advice has many retirement plan advisers looking to stay in the business
What Should Advisers Focus On in a New Market Environment?
After the challenges of 2020’s volatile market, financial advisers should learn how to approach any future obstacles with their clients.
Even Top Financial Advisers Have Been Hurt by COVID-19
However, many are implementing new practices and technologies to combat these effects.
Pandemic Forcing Many to Retire Earlier Than Anticipated
Nearly 70% of retirees say they retired earlier than they had expected, up from 50% in 2020.
Women Face More Financial Challenges Due to COVID-19
Financial advisers can help them through a mix of offerings and communication.
Prudential Expands Financial Wellness Offering to Include Caregiving Resources
The COVID-19 pandemic has added to the burden many caregivers bear.
Advisers Should Define Their Digital Strategy
A Broadridge webinar evaluated the impacts of successful virtual advising in 2020, and explored which digital outlets financial advisers are focusing on in 2021.
Potential for New Federal Stimulus Reshapes 2021 Market Outlooks
The slow but steady distribution of coronavirus vaccines in the U.S. and other developed nations is also having a favorable impression on the equity markets, but serious risks remain.
Hearts & Wallets Study Shows Workers Want More Personalized Financial Advice
American workers are expecting more from workplace programs, such as tailored communications and experienced representatives.
PANC 2020: Making Decisions About Employer Matches, Safe Harbor Designs and Cash Flow
Communication strategies are integral to financial advisers, plan sponsors and participants, especially now.
More Employees are Taking Coronavirus-Related Distributions
The move comes even as an American Consumer Credit Counseling (ACCC) report finds more workers are increasingly confident in their employment stability.
Financial Wellness Programs Can Ease COVID-19 Tensions
As the coronavirus pandemic continues to lead to an increase in financial concerns, a Retirement Advisor Council guide suggests key financial well-being strategies.
More Teachers Are Leaving the Workforce
Many are considering early retirement or reducing their retirement savings.
Edward Jones and Age Wave Examine New Retirement Concerns
Financial advisers have a large impact on how confident older workers are during retirement.
EBRI Shows Risk in Taking CRDs and Loans
One scenario in the study predicts a 54% reduction in retirement account balances if a participant were to fail to repay a coronavirus-related distribution.
A Time to Save
Apples vs. Oranges
SAVVI Financial Designs Relief Assistant for Struggling Households
The tool takes into account the latest rules and resources from the CARES Act.
Coronavirus News for Plan Advisers
Focused analysis of market movements, business challenges and legislative and regulatory actions.