Clients Using Apps to Reach Advisors Happier Than Other Investors: J.D. Power
By Michael S. FischerA third of both advised and DIY investors have used wealth management firms' mobile app more frequently during the pandemic.
November 19, 2020
4 Strategies for Effective End-of-Year PhilanthropyThe extraordinary events of 2020 mean clients may need to make some adjustments to their usual giving strategies.
November 19, 2020
Here's Why Financial Advisors Need to Amp Up Their Digital MarketingThe pandemic has shifted advisor searches from word of mouth to search engines.
November 19, 2020
40% of Advisors Say Switching Firms Is Easier Than Before Pandemic: FidelityTech enhancements have made the process easier as advisors working remotely have learned the benefits of flexibility, Fidelity says.
November 18, 2020
8 'Must Know' Advisor TrendsVIPs weigh in on the industry's outlook for 2021 and specific issues like robo-advisors, hiring and dealmaking.
November 17, 2020
How Biden Could Help Save RetirementRetirement scholar Teresa Ghilarducci tells ThinkAdvisor how the new president and Congress can heal the damage to the retirement system caused by the pandemic.
November 16, 2020
What Does the Pandemic Teach Us About Risk Tolerance?People's behavior in one instance can give a good indication of their behavior in another.
November 16, 2020
Kitces.com Partners With Wealth Network on Advisor Education ProjectDisruption tied to current pandemic "has led to a rapid increase in demand for [our] ... content," said blogger and planner Michael Kitces.