From Advisor Perspectives
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Summary: I would have considered myself an introvert prior to the COVID-19 situation. I prefer to close my door at work and focus on the investment portfolios. I’m not big on chatting with clients outside of their portfolio results. I always brought one of my colleagues along who enjoys talking about trips and family. I would choose reading a journal or article over going out for drinks after work.
From Financial Advisor IQ
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Summary: The coronavirus pandemic has triggered new cybersecurity risks for financial advisors, as employees around the world continue to adjust to working from home. While some broker-dealers already have robust cybersecurity programs in place, experts say there are steps advisors can take as well.
From ThinkAdvisor
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Summary: Spring cleaning: It’s an expression that’s so old, we’ve forgotten what it means. In households it used to involve hanging area rugs outside on the clothesline and beating the dust out. Reorganizing kitchen cabinets. Flipping the mattress. What would spring cleaning mean for your business?
From InvestmentNews
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Summary: Financial advisers who are sheltering in place as a result of the COVID-19 pandemic can no longer turn to traditional methods for recruiting clients, such as attending a local chamber of commerce event or an alumni reception.
From ThinkAdvisor
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Summary: XY Planning Network created a virtual internship program to help financial planning students whose internships were canceled amid the coronavirus crisis.
