COVID-19's Impact on the Advisor-Client Relationship
By Chris SonzogniThe coronavirus has boosted shifts in how investors find financial advisors and how they prefer to receive financial advice.
November 10, 2020
Jeremy Siegel: Christmas Is Coming Early for the Stock MarketThe Wharton professor tells ThinkAdvisor his predictions for the new political landscape and when he thinks COVID will be gone.
November 10, 2020
12 Worst U.S. Cities for Military VeteransAmong 100 cities, these ranked dead last, according to WalletHub.
November 10, 2020
12 Best U.S. Cities for Military VeteransWalletHub ranked 100 U.S. cities on employment, economy, quality of life and health.
November 10, 2020
JPMorgan: The 60/40 Portfolio Is Done; Here's Where to Seek Returns Now"We need to recognize that a 60/40-only portfolio will really struggle in the current environment," strategist John Bilton says.
November 10, 2020
How to Help Newly Retired Clients Avoid Medicare Sticker ShockWith some planning, advisors can help clients reduce Medicare Part B premiums, which are based on a 2-year lookback.
November 10, 2020
4 Steps for Building an Online Client Education PlanCOVID-19 brought in-person client education to a halt. But in some ways, that's not a bad thing.
November 10, 2020
The Advisory Industry in 2020: A SnapshotThe number of SEC-registered advisors grew almost 4% since 2019, an IAA and NRS report shows.