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Avoiding Compliance Pitfalls During the Coronavirus Pandemic

Added on March 2020 in Manage Your Practice
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SummaryLike many others across the country, financial advisors and firms have raced to become accustomed to a new way of working. Many offices are now empty, with many firms working entirely with clients, and colleagues, remotely.

Dispatch from my bunker

Added on March 2020 in Manage Your Practice
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Summary: Not too long along, I was traveling around the country nearly every week to present educational seminars about Social Security and Medicare to financial advisers and consumers. I remember thinking I would love a break in my hectic travel schedule so I could focus on my writing deadlines and other projects. Talk about answered prayers!

Ways to Stress Test Your Business for Coronavirus Impact

Added on March 2020 in Manage Your Practice
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Summary: AM Best and Fitch Ratings are developing stress test for insurance companies to gauge how COVID-19 virus might impact their balance sheets, if and how risk-adjustments need to be made to their capital levels, investment portfolios, reserve adequacy and other aspects.

Advisors Help Clients Remain Calm in Market Rout

Added on March 2020 in Manage Your Practice
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Summary: Financial advisors across the country are reacting to the growing coronavirus pandemic and the market fallout.

How RIAs, Other Firms Are Stepping Up During Crisis

Added on March 2020 in Manage Your Practice
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SummaryXY Planning Network advisors are offering free emergency financial advice to anyone who has lost a job, lost income from reduced work hours or taken unpaid sick leave as a result of the COVID-19 pandemic.

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